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Beneficient
BENF

18 hedge funds and large institutions have $354K invested in Beneficient in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.09% less ownership

Funds ownership: 2.78% → 1.69% (-1.1%)

10% less funds holding

Funds holding: 20 → 18 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

56% less capital invested

Capital invested by funds: $796K → $354K (-$442K)

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
6
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$36.5K
2
AFP
Ausdal Financial Partners
Iowa
+$30K
3
TSS
Two Sigma Securities
New York
+$18.7K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$18.2K
5
HF
HRT Financial
New York
+$1.55K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$38.9K
2
VF
Virtu Financial
New York
-$28K
3
UBS Group
UBS Group
Switzerland
-$27.4K
4
FMP
Financial Management Professionals
Texas
-$302
5
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$40
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1
Hatteras Investment Partners
North Carolina
$176K – – –
Stifel Financial
2
Stifel Financial
Missouri
$45.3K +$36.5K +9,050 +100%
AFP
3
Ausdal Financial Partners
Iowa
$38.4K +$30K +7,438 +94%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$18.9K +$18.2K +4,523 +148%
State Street
5
State Street
Massachusetts
$18.6K – – –
HAG
6
HighPoint Advisor Group
Illinois
$17K – – –
TSS
7
Two Sigma Securities
New York
$11.6K +$18.7K +4,652 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8K – – –
UBS Group
9
UBS Group
Switzerland
$5.55K -$27.4K -6,792 -75%
HF
10
HRT Financial
New York
$5K +$1.55K +385 +23%
Vanguard Group
11
Vanguard Group
Pennsylvania
$3.87K – – –
BlackRock
12
BlackRock
New York
$2.86K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$1.67K +$4 +1 +0.1%
LWMI
14
Legacy Wealth Management (Idaho)
Idaho
$751 -$40 -10 -3%
NFSG
15
Newbridge Financial Services Group
Florida
$59 – – –
Bank of America
16
Bank of America
North Carolina
$19 +$16 +4 +100%
SS
17
SBI Securities
Japan
$12 – – –
Barclays
18
Barclays
United Kingdom
$2 +$4 +1 New
Jane Street
19
Jane Street
New York
– -$38.9K -6,538 Closed
VF
20
Virtu Financial
New York
– -$28K -4,738 Closed
FMP
21
Financial Management Professionals
Texas
– -$302 -51 Closed

BENF Hedge Fund Activity: Q1 2025 in Review

18 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q1 2025, worth a combined $354K — down 56% from $796K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BENF and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.

The largest buyer was Stifel Financial, adding an estimated $36.5K. The largest seller was Jane Street, exiting entirely with an estimated $38.9K sold.

  • 18 institutional investors held Beneficient (BENF) as of Q1 2025, down from 20 in Q4 2024.
  • Funds reported $354K of Beneficient stock for Q1 2025, down 56% quarter-over-quarter.
  • 2 funds opened new Beneficient positions in Q1 2025 and 3 closed out, a net change of -1 holder.
  • The largest Beneficient buyer in Q1 2025 was Stifel Financial, an estimated $36.5K added.
  • The largest Beneficient seller in Q1 2025 was Jane Street, an estimated $38.9K sold.

Based on aggregated 13F filings for Q1 2025.