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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
CT
401
Colonial Trust
South Carolina
$1.85K
PWMG
402
Prestige Wealth Management Group
New Jersey
$1.85K
S
403
Sachetta
Massachusetts
$1.85K
PWMG
404
Private Wealth Management Group
New Jersey
$1.74K -$2K -32 -50%
SIS
405
Sound Income Strategies
Florida
$1.74K +$63 +1 +3%
DWM
406
Dogwood Wealth Management
Kansas
$1.69K +$1.88K +30 +3,000%
TM
407
Torren Management
California
$1.64K -$10.2K -163 -84%
BONH
408
Bank of New Hampshire
New Hampshire
$1.64K
LI
409
LRI Investments
Florida
$1.56K
BTI
410
Blue Trust Inc
Georgia
$1.53K
AF
411
Advisornet Financial
Minnesota
$1.47K -$26.2K -419 -94%
HFS
412
Hughes Financial Services
Virginia
$1.42K -$125 -2 -7%
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42K
CTC
414
Central Trust Company
Missouri
$1.36K
KG
415
Kilter Group
New York
$1.36K +$1.57K +25 New
HC
416
Hoese & Co
Minnesota
$1.31K
NB
417
NBT Bank
New York
$1.2K +$1.38K +22 New
RF
418
Rossby Financial
Florida
$1.09K +$1.25K +20 New
JWA
419
JFS Wealth Advisors
Pennsylvania
$1.09K -$1.06K -17 -46%
MCM
420
Manchester Capital Management
Vermont
$1.09K +$1.25K +20 New
ZBNA
421
Zions Bancorporation, National Association
Utah
$1.09K +$1.25K +20 New
RWM
422
Rialto Wealth Management
New York
$1.04K -$188 -3 -14%
BGAI
423
Bruce G. Allen Investments
Colorado
$1.04K
NWM
424
Navigoe Wealth Management
California
$1K
VNT
425
Vanguard National Trust
Pennsylvania
$927 +$1.06K +17 New