PHENIXFIN CORP (PFX) Institutional Ownership Changes & 13F Activity
PHENIXFIN CORP (PFX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Adalta Capital Management Llc, 22Nw, Lp, American Financial Group Inc, Morgan Stanley, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +22,368 | — | 22,368 | $988.22K | Q4 2025 | Feb 18, 2026 |
| Adalta Capital Management Llc | Buy | +175,569 | — | 175,569 | $7.84M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +400 | — | 400 | $17.67K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +108 | — | 108 | $4.77K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +50 | — | 50 | $2.00K | Q4 2025 | Feb 17, 2026 |
| 22Nw, Lp | Buy | +117,885 | — | 117,885 | $5.21M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +55,406 | — | 55,406 | $2.45M | Q4 2025 | Feb 13, 2026 |
| Bulldog Investors, Llp | Buy | +19,218 | — | 19,218 | $849.05K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +250 | — | 250 | $11.05K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +11 | — | 11 | $486.00 | Q4 2025 | Feb 13, 2026 |
| American Financial Group Inc | Buy | +64,327 | — | 64,327 | $2.84M | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | Buy | +13,093 | — | 13,093 | $589.45K | Q4 2025 | Feb 09, 2026 |
| Allworth Financial Lp | Buy | +286 | — | 286 | $12.64K | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +200 | — | 200 | $8.84K | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | Buy | +126 | — | 126 | $5.57K | Q4 2025 | Jan 30, 2026 |
| Us Bancorp \De\ | Buy | +3 | — | 3 | $133.00 | Q4 2025 | Jan 30, 2026 |
| Ubs Group Ag | Buy | +130 | — | 130 | $5.74K | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, Llc | Buy | +78 | — | 78 | $3.41K | Q4 2025 | Jan 21, 2026 |
Frequently asked questions about PFX activity
Which institutional owners are buying PFX?
Institutional owners buying PFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFX activity?
"Buy" means an investor increased their reported position in PFX compared to the prior reporting period. This reflects growing exposure to PHENIXFIN CORP (PFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFX increasing?
Institutional interest in PFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PFX Institutional Insights
- PFX Overview
- PFX 13F Institutional Holders
- PFX Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PFX Insider Trading & SEC Form 4 Activity
- PFX Articles
- Top Institutional Investor Stock Rankings