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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

82% more call options, than puts

Call options by funds: $34M | Put options by funds: $18.7M

15% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 141

4% less funds holding

Funds holding: 462444 (-18)

5.61% less ownership

Funds ownership: 103.22%97.61% (-5.6%)

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
-18
Holders Change %
-3.9%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
162
Reduced
141
Closed
67
Calls
$34M
Puts
$18.7M
Net Calls
+$15.3M
Net Calls Change
+$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
351
Kentucky Trust Company
Kentucky
$10.9K
BIAS
352
Beacon Investment Advisory Services
New Jersey
$10.9K +$12.5K +200 New
PTC
353
Private Trust Company
Ohio
$10.6K
RTL
354
Red Tortoise LLC
Georgia
$10.5K +$188 +3 +2%
PB
355
Pinnacle Bancorp
Nebraska
$9.81K
Optiver Holding
356
Optiver Holding
Netherlands
$9.76K -$25.6K -408 -70%
RFP
357
Root Financial Partners
California
$9.59K +$1K +16 +10%
BSB
358
Bangor Savings Bank
Maine
$9.1K
Barrow, Hanley, Mewhinney & Strauss
359
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.5K +$1K +16 +11%
GIA
360
GHP Investment Advisors
Colorado
$8.34K
TCM
361
Triumph Capital Management
Colorado
$8.18K -$9.39K -150 -50%
ADL
362
Asset Dedication LLC
California
$8.12K
CT
363
Clearstead Trust
Maine
$8.01K -$188 -3 -2%
AssetMark Inc
364
AssetMark Inc
California
$7.68K -$3.63K -58 -29%
RIL
365
Rothschild Investment LLC
Illinois
$7.47K -$1.82K -29 -17%
AF
366
Alerus Financial
North Dakota
$6.92K
PCM
367
Peregrine Capital Management
Minnesota
$6.81K
LSA
368
Leonteq Securities AG
Switzerland
$6.54K +$1.5K +24 +25%
KFAS
369
Keating Financial Advisory Services
Kansas
$6.54K +$6.14K +98 +445%
VWM
370
Vermillion Wealth Management
Minnesota
$6.38K +$63 +1 +0.9%
CFO
371
CVA Family Office
Colorado
$5.83K +$4.07K +65 +155%
BIA
372
Bell Investment Advisors
California
$5.67K
MIM
373
MTM Investment Management
South Carolina
$5.56K
HWA
374
HHM Wealth Advisors
Tennessee
$5.47K
KSB
375
Kennebec Savings Bank
Maine
$5.45K