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Beneficient
BENF

14 hedge funds and large institutions have $1.96M invested in Beneficient in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

47% less capital invested

Capital invested by funds: $3.71M → $1.96M (-$1.75M)

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$125K
2
+$104K
3
+$61.4K
4
UBS Group
UBS Group
Switzerland
+$25.6K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.3K

Top Sellers

1
-$133K
2
-$126K
3
-$13.6K
4
Bank of America
Bank of America
North Carolina
-$830
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$553K
VCM
2
Vanguard Capital Management
Pennsylvania
$525K
VFT
3
Vanguard Fiduciary Trust
Pennsylvania
$250K
State Street
4
State Street
Massachusetts
$181K
BlackRock
5
BlackRock
New York
$159K
Northern Trust
6
Northern Trust
Illinois
$110K
Morgan Stanley
7
Morgan Stanley
New York
$84.1K
AFP
8
Ausdal Financial Partners
Iowa
$41.4K
VGA
9
Vanguard Global Advisers
Pennsylvania
$30.6K
UBS Group
10
UBS Group
Switzerland
$21K
TRCT
11
Tower Research Capital (TRC)
New York
$2.79K
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$1.05K
NFSG
13
Newbridge Financial Services Group
Florida
$84
SS
14
SBI Securities
Japan
$25
Jane Street
15
Jane Street
New York
–
GAA
16
Global Assets Advisory
Florida
–
Bank of America
17
Bank of America
North Carolina
–