We are live on ! Find out more

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
WSFS
376
Wilmington Savings Fund Society
Delaware
$5.45K
EWP
377
Elevation Wealth Partners
California
$5.45K +$6.26K +100 New
CMA
378
Cedar Mountain Advisors
Oregon
$5.34K +$6.14K +98 New
NS
379
NBC Securities
Alabama
$5.18K
BW
380
Basepoint Wealth
Iowa
$5.09K +$63 +1 +1%
IAIM
381
International Assets Investment Management
Florida
$4.65K
TCOT
382
Trust Company of Toledo
Ohio
$4.47K
SFAM
383
Sawyer Falduto Asset Management
Illinois
$4.36K
OCM
384
Orion Capital Management
California
$3.76K
BFS
385
Bare Financial Services
Pennsylvania
$3.71K +$2.44K +39 +134%
IWS
386
Intentional Wealth Strategies
Colorado
$3.71K +$4.26K +68 New
CSB
387
City State Bank
Iowa
$3.6K
DJSG
388
D.J. St. Germain
Massachusetts
$3.54K
MCM
389
MV Capital Management
Maryland
$3K
AAP
390
Arax Advisory Partners
Colorado
$2.95K -$206K -3,293 -98%
SS
391
SBI Securities
Japan
$2.89K -$251 -4 -7%
BBHC
392
Brown Brothers Harriman & Co
New York
$2.89K
TC
393
Truvestments Capital
Florida
$2.73K
MA
394
MCF Advisors
Kentucky
$2.51K
B
395
Birchbrook
Maine
$2.46K
PWA
396
Physician Wealth Advisors
Utah
$2.34K -$501 -8 -16%
AA
397
Ancora Advisors
Ohio
$2.07K -$8.89K -142 -79%
AW
398
Avion Wealth
Texas
$2K
FFO
399
Fortitude Family Office
Arizona
$1.96K +$63 +1 +3%
SC
400
SouthState Corp
Florida
$1.91K