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Beneficient
BENF

20 hedge funds and large institutions have $392K invested in Beneficient in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 18 → 20 (+2)

11% more capital invested

Capital invested by funds: $354K → $392K (+$37.9K)

0.25% more ownership

Funds ownership: 1.69% → 1.94% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$18K
2
VF
Virtu Financial
New York
+$16.9K
3
UBS Group
UBS Group
Switzerland
+$11.6K
4
Citadel Advisors
Citadel Advisors
Florida
+$10.9K
5
XT
XTX Topco
Cayman Islands
+$4.79K

Top Sellers

Rank Fund Capital Flow
1
TSS
Two Sigma Securities
New York
-$11.6K
2
Barclays
Barclays
United Kingdom
-$2
3
TRCT
Tower Research Capital (TRC)
New York
-$2
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1
Hatteras Investment Partners
North Carolina
$169K – – –
Stifel Financial
2
Stifel Financial
Missouri
$43.5K – – –
AFP
3
Ausdal Financial Partners
Iowa
$36.9K – – –
HF
4
HRT Financial
New York
$22K +$18K +7,434 +365%
HAG
5
HighPoint Advisor Group
Illinois
$18.3K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$18.2K – – –
State Street
7
State Street
Massachusetts
$17.9K – – –
VF
8
Virtu Financial
New York
$17K +$16.9K +6,981 New
UBS Group
9
UBS Group
Switzerland
$16.8K +$11.6K +4,795 +216%
Citadel Advisors
10
Citadel Advisors
Florida
$10.8K +$10.9K +4,484 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7K – – –
XT
12
XTX Topco
Cayman Islands
$4.75K +$4.79K +1,977 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$3.71K – – –
BlackRock
14
BlackRock
New York
$2.74K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$1.6K -$2 -1 -0.1%
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$721 – – –
LIS
17
Legacy Investment Solutions
Idaho
$721 +$728 +300 New
NFSG
18
Newbridge Financial Services Group
Florida
$56 – – –
Bank of America
19
Bank of America
North Carolina
$20 +$2 +1 +13%
SS
20
SBI Securities
Japan
$11 – – –
TSS
21
Two Sigma Securities
New York
– -$11.6K -4,652 Closed
Barclays
22
Barclays
United Kingdom
– -$2 -1 Closed

BENF Hedge Fund Activity: Q2 2025 in Review

20 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q2 2025, worth a combined $392K — up 11% from $354K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BENF positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was HRT Financial, adding an estimated $18K. The largest seller was Two Sigma Securities, exiting entirely with an estimated $11.6K sold.

  • 20 institutional investors held Beneficient (BENF) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $392K of Beneficient stock for Q2 2025, up 11% quarter-over-quarter.
  • 4 funds opened new Beneficient positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Beneficient buyer in Q2 2025 was HRT Financial, an estimated $18K added.
  • The largest Beneficient seller in Q2 2025 was Two Sigma Securities, an estimated $11.6K sold.

Based on aggregated 13F filings for Q2 2025.