Fpa New Income Fund-InstFPNIX
13F holders, Q4 2025 (December 31)3holders +1
2new positions
1sold out
$10.08avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($4.4M), Financial Gravity Asset Management, Inc. ($241) and Kohmann Bosshard Financial Services, LLC ($74).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $315 |
| Exits | 1 | $19K |
All 13F filers, Q3 2025 → Q4 2025: 32 shares bought and 13,332 shares sold, net −13,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First Merchants Corp. | 0.16% | Reduce -2.5% | 438,199 | $4.4M |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 24 | $241 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 8 | $74 |
"% 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.