442 hedge funds and large institutions have $2.99B invested in Polaris in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 140 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

18% less capital invested

Capital invested by funds: $3.67B → $2.99B (-$678M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34M
Puts
$18.7M
Net Calls
Net Calls Change

Top Sellers

1 -$161M
2 -$81.4M
3 -$52.7M
4
Select Equity Group
Select Equity Group
New York
-$31.3M
5
Invesco
Invesco
Georgia
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
376
Cedar Mountain Advisors
Oregon
$5.34K
NS
377
NBC Securities
Alabama
$5.18K
BW
378
Basepoint Wealth
Iowa
$5.09K
IAIM
379
International Assets Investment Management
Florida
$4.65K
TCOT
380
Trust Company of Toledo
Ohio
$4.47K
SFAM
381
Sawyer Falduto Asset Management
Illinois
$4.36K
OCM
382
Orion Capital Management
California
$3.76K
BFS
383
Bare Financial Services
Pennsylvania
$3.71K
IWS
384
Intentional Wealth Strategies
Colorado
$3.71K
CSB
385
City State Bank
Iowa
$3.6K
DJSG
386
D.J. St. Germain
Massachusetts
$3.54K
MCM
387
MV Capital Management
Maryland
$3K
AAP
388
Arax Advisory Partners
Colorado
$2.95K
SS
389
SBI Securities
Japan
$2.89K
BBHC
390
Brown Brothers Harriman & Co
New York
$2.89K
TC
391
Truvestments Capital
Florida
$2.73K
MA
392
MCF Advisors
Kentucky
$2.51K
B
393
Birchbrook
Maine
$2.46K
PWA
394
Physician Wealth Advisors
Utah
$2.34K
AA
395
Ancora Advisors
Ohio
$2.07K
AW
396
Avion Wealth
Texas
$2K
FFO
397
Fortitude Family Office
Arizona
$1.96K
SC
398
SouthState Corp
Florida
$1.91K
PWMG
399
Prestige Wealth Management Group
New Jersey
$1.85K
CT
400
Colonial Trust
South Carolina
$1.85K