Fpa Crescent Fund-InstFPACX
13F holders, Q1 2025 (March 31)5holders +1
0new positions
0sold out
$40.12avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, up 1 from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($7.7M), Hemenway Trust Co LLC ($4.7M) and Dempze Nancy E ($206K).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 42,305 shares bought, net +42,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Broderick Brian C | 1.57% | No change | 192,716 | $7.7M |
| Hemenway Trust Co LLC | 0.38% | Add +56.9% | 116,708 | $4.7M |
| Dempze Nancy E | 0.12% | No change | 5,135 | $206K |
| Twin Capital Management Inc. | 0.02% | No change | 5,004 | $201K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,206 | $48K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.