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Beneficient

19 hedge funds and large institutions have $407K invested in Beneficient in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more capital invested

Capital invested by funds: $392K → $407K (+$15.5K)

1.3% less ownership

Funds ownership: 1.94%0.63% (-1.3%)

5% less funds holding

Funds holding: 2019 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 6

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1
Ausdal Financial Partners
Iowa
$70.1K -$18K -6,142 -40%
HAG
2
HighPoint Advisor Group
Illinois
$58K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$57.6K
State Street
4
State Street
Massachusetts
$56.6K
MG
5
Marex Group
$28.8K +$11.1K +3,788 New
GAA
6
Global Assets Advisory
Florida
$22.6K +$8.71K +2,976 New
Two Sigma Investments
7
Two Sigma Investments
New York
$22.6K +$8.69K +2,971 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$20K -$1.07K -367 -12%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$18.4K +$7.09K +2,424 New
CSS
10
Cubist Systematic Strategies
Connecticut
$15.9K +$6.11K +2,087 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$11.8K
BlackRock
12
BlackRock
New York
$8.62K -$26 -9 -0.8%
UBS Group
13
UBS Group
Switzerland
$8.18K -$17.4K -5,939 -85%
TRCT
14
Tower Research Capital (TRC)
New York
$5.04K -$15 -5 -0.7%
LWMI
15
Legacy Wealth Management (Idaho)
Idaho
$2.28K
NFSG
16
Newbridge Financial Services Group
Florida
$179
Bank of America
17
Bank of America
North Carolina
$62 -$3 -1 -11%
SS
18
SBI Securities
Japan
$35
Fidelity Investments
19
Fidelity Investments
Massachusetts
$19 +$9 +3 New
Stifel Financial
20
Stifel Financial
Missouri
-$43.5K -18,113 Closed
HF
21
HRT Financial
New York
-$22K -9,470 Closed
VF
22
Virtu Financial
New York
-$17K -6,981 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$10.8K -4,484 Closed
XT
24
XTX Topco
Cayman Islands
-$4.75K -1,977 Closed

BENF Hedge Fund Activity: Q3 2025 in Review

19 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q3 2025, worth a combined $407K — up 4% from $392K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BENF positions and 5 closed out — a net gain of 1 holder — while 0 added to existing stakes and 6 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $11.1K. The largest seller was Stifel Financial, exiting entirely with an estimated $43.5K sold.

  • 19 institutional investors held Beneficient (BENF) as of Q3 2025, down from 20 in Q2 2025.
  • Funds reported $407K of Beneficient stock for Q3 2025, up 4% quarter-over-quarter.
  • 6 funds opened new Beneficient positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest Beneficient buyer in Q3 2025 was Marex Group, an estimated $11.1K added.
  • The largest Beneficient seller in Q3 2025 was Stifel Financial, an estimated $43.5K sold.

Based on aggregated 13F filings for Q3 2025.