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444 hedge funds and large institutions have $3.02B invested in Polaris in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 67

18% less capital invested

Capital invested by funds: $3.67B → $3.02B (-$655M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34M
Puts
$18.7M
Net Calls
Net Calls Change

Top Sellers

1 -$161M
2 -$81.4M
3 -$52.7M
4
Select Equity Group
Select Equity Group
New York
-$31.3M
5
Invesco
Invesco
Georgia
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
Balance Wealth
Ohio
$245K
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$239K
MFS
278
Mirabella Financial Services
United Kingdom
$237K
S
279
SignatureFD
Georgia
$236K
FFG
280
Fortress Financial Group
Minnesota
$235K
Focus Partners Wealth
281
Focus Partners Wealth
Massachusetts
$229K
OL
282
Optas LLC
Texas
$229K
IWC
283
Integrated Wealth Concepts
Massachusetts
$227K
FCM
284
Family Capital Management
Michigan
$226K
FC
285
FORA Capital
Florida
$220K
AIMC
286
Alley Investment Management Company
Illinois
$219K
BA
287
Bard Associates
Illinois
$218K
Ensign Peak Advisors
288
Ensign Peak Advisors
Utah
$217K
NAM
289
NorthCrest Asset Manangement
Minnesota
$216K
SAM
290
Securian Asset Management
Minnesota
$212K
CIA
291
Capital Investment Advisors
Georgia
$207K
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$205K
ACA
293
Aptus Capital Advisors
Alabama
$201K
EC
294
EntryPoint Capital
New York
$201K
TIA
295
Tiemann Investment Advisors
California
$193K
FFA
296
Farther Finance Advisors
California
$193K
CIAM
297
Caitong International Asset Management
Hong Kong
$189K
EWA
298
EverSource Wealth Advisors
Alabama
$184K
HFS
299
Hantz Financial Services
Michigan
$170K
PA
300
Parallel Advisors
California
$163K