Fpa New Income Fund-InstFPNIX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$10.09avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($4.5M) and Hurley Capital, LLC ($19K).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $19K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,916 shares bought and 11,220 shares sold, net −9,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.17% | Reduce -2.4% | 449,615 | $4.5M |
| Hurley Capital, LLC | 0.01% | New | 1,916 | $19K |
"% 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.