PHENIXFIN CORP (PFX) is held by 9 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling PFX?

In Q1 2026, 4 institutions opened or increased positions in PHENIXFIN CORP while 3 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on PFX?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for PHENIXFIN CORP.

How many hedge funds hold PFX?

9 institutional investors report holding PHENIXFIN CORP (PFX) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into PFX?

As of Q1 2026, tracked institutions in PHENIXFIN CORP show 4 buyers versus 3 sellers — net inflows.

PHENIXFIN CORP

PFX·71742W103·US·Common Stock·Financial Services - Asset Management-Activist

Holders

Avg rating(3 Elite)

$3.7M

Total Value

57% (11)

Fund Consensus

4 buying - 3 selling

Smart Money Verdict

View all

Held by 9 funds

3 elite

Who's Trading

ActivistDADavid A. Lorber12.9%May 14, 2026

InsiderAHAmster HowardBuy $489KMar 3, 2026

InsiderLALorber David ABuy $26KDec 24, 2025

InsiderLALorber David ABuy $6KDec 23, 2025

InsiderMEMcMillan EllidaBuy $7KDec 23, 2025

InsiderLALorber David ABuy $45KDec 22, 2025

InsiderMEMcMillan EllidaBuy $270Dec 22, 2025

InsiderMEMcMillan EllidaBuy $2KDec 17, 2025

InsiderLALorber David ABuy $41KDec 17, 2025

InsiderLALorber David ABuy $6KDec 16, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	54,958(-0.8%)	$2.1M	0.0%	-6.08%	0
RAYMOND JAMES FINANCIAL INC	Increased	23,938(+7.0%)	$935,018	0.0%	-9.41%	27
Legal & General Group Plc	Increased	15,140(+15.6%)	$601,815	0.0%	+30.27%	28
UBS Group AG	Increased	488(+275.4%)	$19,061	0.0%	-2.16%	20
OSAIC HOLDINGS, INC.	Unchanged	400	$15,624	0.0%	-18.33%	0
Allworth Financial LP	Unchanged	286	$11,172	0.0%	-9.47%	0
WELLS FARGO & COMPANY/MN	Increased	251(+0.4%)	$9,792	0.0%	+8.09%	12
MAI Capital Management	Unchanged	11	$430	0.0%	-10.62%	0
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	3	$117	0.0%	-5.50%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$2,000	0.0%	-9.51%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$4,771	0.0%	-14.42%	0