386 hedge funds and large institutions have $2.15B invested in Polaris in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 97 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-42
Holders Change %
-9.81%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
167
Reduced
97
Closed
97
Calls
$46.7M
Puts
$60.1M
Net Calls
-$13.5M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
EverSource Wealth Advisors
Alabama
$12.9K +$10.1K +246 +362%
NECFA
302
New England Capital Financial Advisors
Connecticut
$10.7K +$164 +4 +2%
AF
303
Advisornet Financial
Minnesota
$10K +$5.94K +145 +145%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$9.54K
QC
305
Quent Capital
New York
$9.29K +$7.62K +186 +454%
Bessemer Group
306
Bessemer Group
New Jersey
$9K +$3.43K +88 +62%
C
307
Covestor
United Kingdom
$8K -$1.18K -30 -13%
PWMG
308
Private Wealth Management Group
New Jersey
$7.62K +$7.21K +176 +1,760%
RTL
309
Red Tortoise LLC
Georgia
$7.5K +$123 +3 +2%
PB
310
Pinnacle Bancorp
Nebraska
$7.37K
BSB
311
Bangor Savings Bank
Maine
$7.17K -$368 -9 -5%
ADL
312
Asset Dedication LLC
California
$6.1K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$6.02K +$4.83K +118 +407%
GIA
314
GHP Investment Advisors
Colorado
$5.45K +$5.45K +133 New
CT
315
Clearstead Trust
Maine
$5.32K +$5.32K +130 New
HWM
316
HighMark Wealth Management
Minnesota
$5.32K +$5.32K +130 New
PCM
317
Peregrine Capital Management
Minnesota
$5.12K
PTC
318
Private Trust Company
Ohio
$4.91K +$3.81K +93 +344%
VWM
319
Vermillion Wealth Management
Minnesota
$4.75K
GC
320
Garde Capital
Washington
$4.71K +$4.71K +115 New
TH
321
TCTC Holdings
Texas
$4.34K
HWA
322
HHM Wealth Advisors
Tennessee
$4.11K
KSB
323
Kennebec Savings Bank
Maine
$4.09K
WSFS
324
Wilmington Savings Fund Society
Delaware
$4.09K
BONH
325
Bank of New Hampshire
New Hampshire
$3.97K -$246 -6 -6%