Fpa Crescent Fund-InstFPACX
13F holders, Q3 2025 (September 30)4holders −1
0new positions
1sold out
$45.33avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Broderick Brian C ($8.8M), Hemenway Trust Co LLC ($4.1M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $210K |
All 13F filers, Q2 2025 → Q3 2025: 38,946 shares sold, net −38,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Broderick Brian C | 1.68% | No change | 195,058 | $8.8M |
| Hemenway Trust Co LLC | 0.31% | Reduce -27.5% | 89,731 | $4.1M |
| Ethos Financial Group, LLC | 0.11% | No change | 31,651 | $1.4M |
| Dempze Nancy E | 0.13% | No change | 5,135 | $233K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.