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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 %
OLVIG
376
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35K +$1.35K +33 New
PWMG
377
Private Wealth Management Group
New Jersey
$1.3K -$6.26K -154 -83%
SIS
378
Sound Income Strategies
Florida
$1.25K -$482 -12 -28%
LI
379
LRI Investments
Florida
$1.17K – – –
BTI
380
Blue Trust Inc
Georgia
$1.14K +$528 +13 +87%
CTC
381
Central Trust Company
Missouri
$1.02K – – –
FFO
382
Fortitude Family Office
Arizona
$1.02K +$1.02K +25 New
NWM
383
Navigoe Wealth Management
California
$1K – – –
UIA
384
Ulland Investment Advisors
Minnesota
$1K – – –
HC
385
Hoese & Co
Minnesota
$974 – – –
SS
386
SBI Securities
Japan
$854 -$529 -13 -38%
TIM
387
Total Investment Management
Arizona
$848 +$848 +21 New
RWM
388
Rialto Wealth Management
New York
$773 +$773 +19 New
BGAI
389
Bruce G. Allen Investments
Colorado
$772 -$1.54K -38 -67%
AWM
390
Activest Wealth Management
Florida
$732 +$732 +18 New
GEA
391
Glen Eagle Advisors
New Jersey
$583 – – –
CPG
392
Cornerstone Planning Group
New Jersey
$423 +$423 +8 New
FP
393
Financial Perspectives
Minnesota
$380 – – –
WCM
394
WealthTrak Capital Management
Virginia
$204 -$612 -15 -75%
HWA
395
Heritage Wealth Advisors
Virginia
$163 +$163 +4 New
YP
396
YANKCOM Partnership
South Dakota
$162 +$162 +4 New
PWAM
397
Private Wealth Asset Management
Iowa
$81 – – –
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$41 – – –
HIA
399
HFM Investment Advisors
New Jersey
$41 – – –
WW
400
Winnow Wealth
Texas
$41 +$41 +1 New
14 15
16
17 18