Fpa Crescent Fund-InstFPACX
13F holders, Q4 2025 (December 31)3holders −1
0new positions
1sold out
$43.10avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Broderick Brian C ($9.1M), Hemenway Trust Co LLC ($3.9M) and Dempze Nancy E ($221K).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 16,844 shares bought and 31,651 shares sold, net −14,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Broderick Brian C | 1.72% | Add +8.4% | 211,484 | $9.1M |
| Hemenway Trust Co LLC | 0.30% | Add +0.5% | 90,149 | $3.9M |
| Dempze Nancy E | 0.12% | No change | 5,135 | $221K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.