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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 %
CSB
351
City State Bank
Iowa
$2.52K – – –
SC
352
SouthState Corp
Florida
$2.44K -$854 -21 -26%
BONH
353
Bank of New Hampshire
New Hampshire
$2.24K -$1.71K -42 -43%
MCM
354
MV Capital Management
Maryland
$2.24K +$894 +22 +67%
EWM
355
Evolution Wealth Management
Florida
$2.15K +$2.15K +53 New
VCM
356
Versant Capital Management
Arizona
$2.11K +$1.46K +36 +225%
TCOV
357
Trust Company of Vermont
Vermont
$2.03K – – –
MEG
358
Millstone Evans Group
Colorado
$2.03K – – –
WTFG
359
Wood Tarver Financial Group
Idaho
$2K – – –
AW
360
Avion Wealth
Texas
$2K +$2K +64 New
MA
361
MCF Advisors
Kentucky
$1.87K – – –
WBC
362
West Branch Capital
Massachusetts
$1.83K – – –
CIAM
363
Caitong International Asset Management
Hong Kong
$1.79K -$45.3K -1,115 -96%
B
364
Birchbrook
Maine
$1.77K +$40 +1 +2%
PWA
365
Physician Wealth Advisors
Utah
$1.75K +$894 +22 +105%
CFO
366
CVA Family Office
Colorado
$1.71K +$1.71K +42 New
LCM
367
Logan Capital Management
Pennsylvania
$1.63K – – –
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$1.63K +$1.22K +30 +300%
SAM
369
Smartleaf Asset Management
Massachusetts
$1.6K -$2.05K -50 -56%
EAM
370
Eukles Asset Management
Ohio
$1.55K -$488 -12 -24%
BFS
371
Bare Financial Services
Pennsylvania
$1.55K +$1.1K +27 +245%
HFS
372
Hughes Financial Services
Virginia
$1.48K +$1.48K +28 New
GRP
373
Global Retirement Partners
California
$1.42K +$1.42K +35 New
S
374
Sachetta
Massachusetts
$1.38K -$1.18K -29 -46%
PWMG
375
Prestige Wealth Management Group
New Jersey
$1.38K +$976 +24 +240%
13 14
15
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