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Polaris
PII

Overview Fund Activity

404 hedge funds and large institutions have $2.38B invested in Polaris in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 96 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
5.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
163
Reduced
96
Closed
64
Calls
$124M
Puts
$57.8M
Net Calls
+$66.5M
Net Calls Change
+$79.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$279M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$70.7M
3
UBS Group
3
UBS Group
Switzerland
$71.4M
4
AOI
4
Auto-Owners Insurance
Michigan
$42.1M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$45.5M

Top Sellers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$0
2
Select Equity Group
2
Select Equity Group
New York
$21.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.71M
4
Millennium Management
4
Millennium Management
New York
$6.36M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
326
Clearstead Trust
Maine
$5.98K +$691 +17 +13%
CWP
327
Concord Wealth Partners
Virginia
$5.29K +$5.29K +130 New
AF
328
Alerus Financial
North Dakota
$5.16K +$5.16K +127 New
PCM
329
Peregrine Capital Management
Minnesota
$5.08K – – –
RIL
330
Rothschild Investment LLC
Illinois
$4.88K +$3.7K +91 +314%
VWM
331
Vermillion Wealth Management
Minnesota
$4.72K – – –
GC
332
Garde Capital
Washington
$4.68K – – –
NC
333
NewSquare Capital
Pennsylvania
$4.59K +$3.09K +76 +205%
BIA
334
Bell Investment Advisors
California
$4.23K +$2.4K +59 +131%
MIM
335
MTM Investment Management
South Carolina
$4.15K +$4.15K +102 New
HWA
336
HHM Wealth Advisors
Tennessee
$4.08K – – –
PPA
337
Painted Porch Advisors
California
$4.07K -$10.2K -250 -71%
KSB
338
Kennebec Savings Bank
Maine
$4.07K – – –
MS
339
Marshall & Sullivan
Washington
$4.07K +$4.07K +100 New
KTC
340
Kentucky Trust Company
Kentucky
$4.07K +$4.07K +100 New
CSC
341
Caldwell Sutter Capital
California
$3.86K +$3.86K +95 New
IWM
342
Inlight Wealth Management
Georgia
$3.42K – – –
TCOT
343
Trust Company of Toledo
Ohio
$3.33K +$3.33K +82 New
TWD
344
True Wealth Design
Ohio
$3.17K +$894 +22 +39%
FCT
345
First Community Trust
Iowa
$2.93K – – –
AWM
346
Atticus Wealth Management
Florida
$2.85K -$407 -10 -13%
OCM
347
Orion Capital Management
California
$2.81K – – –
CFD
348
Creative Financial Designs
Indiana
$2.56K -$203 -5 -7%
TSMHT
349
Thurston Springer Miller Herd & Titak
Indiana
$2.56K +$2.56K +63 New
CA
350
Clearstead Advisors
Ohio
$2.52K +$2.52K +62 New
12 13
14
15 16