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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.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 13 → 14 (+1)

0.15% more ownership

Funds ownership: 3.8% → 3.95% (+0.15%)

47% less capital invested

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

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$125K
2
Morgan Stanley
Morgan Stanley
New York
+$104K
3
Northern Trust
Northern Trust
Illinois
+$61.4K
4
UBS Group
UBS Group
Switzerland
+$25.6K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.3K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$133K
2
GAA
Global Assets Advisory
Florida
-$126K
3
TRCT
Tower Research Capital (TRC)
New York
-$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 +$16.3K +3,770 +2%
VCM
2
Vanguard Capital Management
Pennsylvania
$525K +$650K +150,000 New
VFT
3
Vanguard Fiduciary Trust
Pennsylvania
$250K +$310K +71,511 New
State Street
4
State Street
Massachusetts
$181K +$125K +28,802 +125%
BlackRock
5
BlackRock
New York
$159K +$3.04K +702 +2%
Northern Trust
6
Northern Trust
Illinois
$110K +$61.4K +14,156 +82%
Morgan Stanley
7
Morgan Stanley
New York
$84.1K +$104K +24,038 New
AFP
8
Ausdal Financial Partners
Iowa
$41.4K +$6.31K +1,456 +14%
VGA
9
Vanguard Global Advisers
Pennsylvania
$30.6K +$37.9K +8,750 New
UBS Group
10
UBS Group
Switzerland
$21K +$25.6K +5,905 +7,114%
TRCT
11
Tower Research Capital (TRC)
New York
$2.79K -$13.6K -3,142 -80%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$1.05K – – –
NFSG
13
Newbridge Financial Services Group
Florida
$84 +$104 +24 New
SS
14
SBI Securities
Japan
$25 +$13 +3 +75%
Jane Street
15
Jane Street
New York
– -$133K -18,922 Closed
GAA
16
Global Assets Advisory
Florida
– -$126K -17,887 Closed
Bank of America
17
Bank of America
North Carolina
– -$830 -118 Closed

BENF Hedge Fund Activity: Q1 2026 in Review

14 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q1 2026, worth a combined $1.96M — down 47% from $3.71M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BENF positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was State Street, adding an estimated $125K. The largest seller was Jane Street, exiting entirely with an estimated $133K sold.

  • 14 institutional investors held Beneficient (BENF) as of Q1 2026, up from 13 in Q4 2025.
  • Funds reported $1.96M of Beneficient stock for Q1 2026, down 47% quarter-over-quarter.
  • 5 funds opened new Beneficient positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest Beneficient buyer in Q1 2026 was State Street, an estimated $125K added.
  • The largest Beneficient seller in Q1 2026 was Jane Street, an estimated $133K sold.

Based on aggregated 13F filings for Q1 2026.