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Hatteras Investment Partners’s Beneficient BENF Stock Holding History

Hatteras Investment Partners’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$169K Hold
70,344
– – 100% 1
2025
Q1 		$176K Hold
70,344
– – 100% 1
2024
Q4 		$419K Hold
70,344
– – 100% 1
2024
Q3 		$692K Hold
70,344
– – 100% 1
2024
Q2 		$1.25M Buy
70,344
+1
+0% +$33 100% 1
2024
Q1 		$3.02M Sell
70,343
-4,740
-6% -$728K 100% 1
2023
Q4 		$23.4M Sell
75,083
-1,774
-2% -$837K 100% 1
2023
Q3 		$127M Sell
76,857
-376
-0.5% -$590K 100% 1
2023
Q2 		$148M Buy
+77,233
New +$240M 100% 1

Other funds holding BENF

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hatteras Investment Partners's BENF Position: Q2 2025 in Review

Hatteras Investment Partners held its Beneficient (BENF) position steady in Q2 2025 at 70,344 shares worth $169K. The position accounts for 100% of the portfolio, ranked #1.

Hatteras Investment Partners first reported a position in BENF in Q2 2023 and has held it in 9 quarters since. The position peaked at $148M in Q2 2023. 20 funds tracked by Wall St. Rank hold BENF as of Q2 2025.

  • Hatteras Investment Partners held 70,344 shares of Beneficient worth $169K as of Q2 2025.
  • Hatteras Investment Partners left its Beneficient share count unchanged in Q2 2025.
  • Beneficient made up 100% of Hatteras Investment Partners's portfolio in Q2 2025, its #1 holding.
  • Hatteras Investment Partners first reported a position in Beneficient in Q2 2023 and has held it in 9 quarters since.
  • Hatteras Investment Partners's Beneficient position peaked at $148M in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Beneficient as of Q2 2025.

Based on Hatteras Investment Partners's 13F filing for Q2 2025, filed 3 Sep 2025.