Fpa New Income Fund-InstFPNIX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$10.00avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was First Merchants Corp. ($4.6M).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $19K |
All 13F filers, Q1 2025 → Q2 2025: 8,552 shares sold, net −8,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| First Merchants Corp. | 0.18% | Reduce -1.4% | 460,835 | $4.6M |
"% of holder's portfolio" is FPNIX's weight in each manager's 13F, not the share of Fpa New Income Fund-Inst the manager owns.