Fpa Crescent Fund-InstFPACX
13F holders, Q2 2025 (June 30)5holders
2new positions
1sold out
$42.95avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Broderick Brian C ($8.4M), Hemenway Trust Co LLC ($5.3M) and Ethos Financial Group, LLC ($1.4M).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 1 | $201K |
All 13F filers, Q1 2025 → Q2 2025: 45,962 shares bought and 5,004 shares sold, net +40,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Broderick Brian C | 1.66% | Add +1.2% | 195,058 | $8.4M |
| Hemenway Trust Co LLC | 0.41% | Add +6.1% | 123,783 | $5.3M |
| Ethos Financial Group, LLC | 0.12% | New | 31,651 | $1.4M |
| Dempze Nancy E | 0.13% | No change | 5,135 | $221K |
| RiverFront Investment Group, LLC | 0.00% | New | 4,894 | $210K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.