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Polaris
PII

Overview Fund Activity

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

Top Buyers

1
RI
RWWM Inc
California
$98.1M
2
Select Equity Group
Select Equity Group
New York
$66.3M
3
Invesco
Invesco
Georgia
$37M
4
Capital World Investors
Capital World Investors
California
$275M
5
Renaissance Technologies
Renaissance Technologies
New York
$25.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M
2
AOI
Auto-Owners Insurance
Michigan
$1.2M
3
RRAM
River Road Asset Management
Kentucky
$0
4
State Street
State Street
Massachusetts
$111M
5
Brown Advisory
Brown Advisory
Maryland
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
326
Westside Investment Management
California
$3.74K +$41 +1 +1%
SAM
327
Smartleaf Asset Management
Massachusetts
$3.68K +$1.41K +34 +62%
IWM
328
Inlight Wealth Management
Georgia
$3.44K +$3.44K +84 New
SC
329
SouthState Corp
Florida
$3.32K +$3.32K +81 New
AWM
330
Atticus Wealth Management
Florida
$3.28K – – –
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.07K +$3.07K +75 New
WT
332
Whittier Trust
California
$3.07K -$16.4K -400 -84%
Optiver Holding
333
Optiver Holding
Netherlands
$2.99K +$2.99K +73 New
FCT
334
First Community Trust
Iowa
$2.95K – – –
HWP
335
Highline Wealth Partners
California
$2.87K +$2.87K +70 New
OCM
336
Orion Capital Management
California
$2.83K – – –
CFD
337
Creative Financial Designs
Indiana
$2.78K +$205 +5 +8%
DJSG
338
D.J. St. Germain
Massachusetts
$2.66K – – –
S
339
Sachetta
Massachusetts
$2.58K +$2.58K +63 New
CSB
340
City State Bank
Iowa
$2.54K – – –
WTFG
341
Wood Tarver Financial Group
Idaho
$2.46K – – –
BGAI
342
Bruce G. Allen Investments
Colorado
$2.33K +$1.97K +48 +533%
TWD
343
True Wealth Design
Ohio
$2.29K +$2.29K +56 New
MEG
344
Millstone Evans Group
Colorado
$2.05K – – –
TCOV
345
Trust Company of Vermont
Vermont
$2.05K – – –
EAM
346
Eukles Asset Management
Ohio
$2.05K – – –
MA
347
MCF Advisors
Kentucky
$1.88K – – –
WBC
348
West Branch Capital
Massachusetts
$1.84K – – –
BIA
349
Bell Investment Advisors
California
$1.84K +$983 +24 +114%
SIS
350
Sound Income Strategies
Florida
$1.76K +$1.23K +30 +231%
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