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Beneficient

13 hedge funds and large institutions have $3.71M invested in Beneficient in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

812% more capital invested

Capital invested by funds: $407K → $3.71M (+$3.3M)

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

3.16% more ownership

Funds ownership: 0.63%3.8% (+3.2%)

32% less funds holding

Funds holding: 1913 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
13
Holders Change
-6
Holders Change %
-31.58%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67M +$1.29M +235,582 +15,228%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.08M +$802K +146,688 +1,938%
BlackRock
3
BlackRock
New York
$314K +$238K +43,488 +3,838%
State Street
4
State Street
Massachusetts
$162K +$85.3K +15,599 +210%
Jane Street
5
Jane Street
New York
$133K +$104K +18,922 New
GAA
6
Global Assets Advisory
Florida
$126K +$81.6K +14,911 +501%
Northern Trust
7
Northern Trust
Illinois
$121K +$94.4K +17,255 New
AFP
8
Ausdal Financial Partners
Iowa
$72.8K +$6.25K +1,143 +12%
TRCT
9
Tower Research Capital (TRC)
New York
$27.7K +$17.9K +3,276 +495%
LWMI
10
Legacy Wealth Management (Idaho)
Idaho
$2.11K
Bank of America
11
Bank of America
North Carolina
$830 +$602 +110 +1,375%
UBS Group
12
UBS Group
Switzerland
$583 -$5.43K -992 -92%
SS
13
SBI Securities
Japan
$28 -$5 -1 -20%
HAG
14
HighPoint Advisor Group
Illinois
-$58K -7,625 Closed
MG
15
Marex Group
-$28.8K -3,788 Closed
Two Sigma Investments
16
Two Sigma Investments
New York
-$22.6K -2,971 Closed
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
-$20K -2,652 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$18.4K -2,424 Closed
NFSG
19
Newbridge Financial Services Group
Florida
-$179 -24 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
-$19 -3 Closed

BENF Hedge Fund Activity: Q4 2025 in Review

13 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q4 2025, worth a combined $3.71M — up 812% from $407K a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BENF and 2 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $1.29M. The largest seller was HighPoint Advisor Group, exiting entirely with an estimated $58K sold.

  • 13 institutional investors held Beneficient (BENF) as of Q4 2025, down from 19 in Q3 2025.
  • Funds reported $3.71M of Beneficient stock for Q4 2025, up 812% quarter-over-quarter.
  • 2 funds opened new Beneficient positions in Q4 2025 and 7 closed out, a net change of -5 holders.
  • The largest Beneficient buyer in Q4 2025 was Vanguard Group, an estimated $1.29M added.
  • The largest Beneficient seller in Q4 2025 was HighPoint Advisor Group, an estimated $58K sold.

Based on aggregated 13F filings for Q4 2025.