Question 1

Who owns PFX?

Accepted Answer

PHENIXFIN CORP (PFX) is held by 7 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Question 2

Are institutions buying or selling PFX?

Accepted Answer

In Q2 2026, 0 institutions opened or increased positions in PHENIXFIN CORP while 5 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on PFX?

Accepted Answer

HoldingsIntel scores PHENIXFIN CORP across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for PFX. In Q2 2026, the institutional leg showed net outflows: 0 buying versus 5 selling.

Question 4

How many hedge funds hold PFX?

Accepted Answer

7 institutional investors report holding PHENIXFIN CORP (PFX) as of Q2 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into PFX?

Accepted Answer

As of Q2 2026, tracked institutions in PHENIXFIN CORP show 0 buyers versus 5 sellers — net outflows.

	Action
MORGAN STANLEY	Decreased	54,462(-0.9%)	$2.3M	0.0%	-1.41%
Legal & General Group Plc	Unchanged	15,140	$655,259	0.0%	+36.73%
OSAIC HOLDINGS, INC.	Unchanged	400	$17,024	0.0%	-14.28%
Allworth Financial LP	Unchanged	286	$12,173	0.0%	-4.98%
WELLS FARGO & COMPANY/MN	Decreased	250(-0.4%)	$10,645	0.0%	+13.46%
UBS Group AG	Decreased	130(-73.4%)	$5,533	0.0%	+2.70%
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	3	$128	0.0%	-0.81%
RAYMOND JAMES FINANCIAL INC	Exited	0(-100.0%)	$935,018	0.0%	-9.99%
MAI Capital Management	Exited	0(-100.0%)	$430	0.0%	-11.19%

PHENIXFIN CORP

Smart Money Verdict

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PHENIXFIN CORP

Smart Money Verdict

Who's Trading

Top Holders

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Other Financial Services stocks held by institutions