Polen International Dividend Income Fund
IDVZ
7 hedge funds and large institutions have $119M invested in Polen International Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
18% more capital invested
Capital invested by funds: $100M → $119M (+$18.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.08% less ownership
Funds ownership: 98.25% → 95.16% (-3.1%)
30% less funds holding
Funds holding: 10 → 7 (-3)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
+$15.8M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$402 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
-$400K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$276K |
| 3 |
GS
GTS Securities
New York
|
-$269K |
| 4 |
Jane Street
New York
|
-$62.6K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$25.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $116M | +$15.8M | +512,079 | +16% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.22M | -$276K | -8,935 | -19% |
|
|
3
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $529K | -$25.4K | -820 | -5% |
|
|
4
Jane Street
New York
| $255K | -$62.6K | -2,026 | -20% |
|
|
FGAM
5
Financial Gravity Asset Management
Lakeway,
Texas
| $73.4K | +$402 | +13 | +0.6% |
|
6
JP Morgan Chase
New York
| $13K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $8.42K | -$4.17K | -135 | -34% |
|
|
P
8
&Partners
Nashville,
Tennessee
| – | -$400K | -13,009 | Closed |
|
|
GS
9
GTS Securities
New York
| – | -$269K | -8,738 | Closed |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$31 | -1 | Closed |
|
IDVZ Hedge Fund Activity: Q4 2025 in Review
7 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Polen International Dividend Income Fund (IDVZ) for Q4 2025, worth a combined $119M — up 18% from $100M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IDVZ and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was 49 Wealth Management, adding an estimated $15.8M. The largest seller was &Partners, exiting entirely with an estimated $400K sold.
- 7 institutional investors held Polen International Dividend Income Fund (IDVZ) as of Q4 2025, down from 10 in Q3 2025.
- Funds reported $119M of Polen International Dividend Income Fund stock for Q4 2025, up 18% quarter-over-quarter.
- 0 funds opened new Polen International Dividend Income Fund positions in Q4 2025 and 3 closed out, a net change of -3 holders.
- The largest Polen International Dividend Income Fund buyer in Q4 2025 was 49 Wealth Management, an estimated $15.8M added.
- The largest Polen International Dividend Income Fund seller in Q4 2025 was &Partners, an estimated $400K sold.
Based on aggregated 13F filings for Q4 2025.