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
CT
401
Colonial Trust
South Carolina
$1.85K
WWM
402
Western Wealth Management
Colorado
$1.8K
PWMG
403
Private Wealth Management Group
New Jersey
$1.74K
SIS
404
Sound Income Strategies
Florida
$1.74K
DWM
405
Dogwood Wealth Management
Kansas
$1.69K
TM
406
Torren Management
California
$1.64K
BONH
407
Bank of New Hampshire
New Hampshire
$1.64K
LI
408
LRI Investments
Florida
$1.56K
BTI
409
Blue Trust Inc
Georgia
$1.53K
AF
410
Advisornet Financial
Minnesota
$1.47K
HFS
411
Hughes Financial Services
Virginia
$1.42K
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42K
CTC
413
Central Trust Company
Missouri
$1.36K
KG
414
Kilter Group
New York
$1.36K
HC
415
Hoese & Co
Minnesota
$1.31K
NB
416
NBT Bank
New York
$1.2K
RF
417
Rossby Financial
Florida
$1.09K
JWA
418
JFS Wealth Advisors
Pennsylvania
$1.09K
MCM
419
Manchester Capital Management
Vermont
$1.09K
ZBNA
420
Zions Bancorporation, National Association
Utah
$1.09K
RWM
421
Rialto Wealth Management
New York
$1.04K
BGAI
422
Bruce G. Allen Investments
Colorado
$1.04K
NWM
423
Navigoe Wealth Management
California
$1K
VNT
424
Vanguard National Trust
Pennsylvania
$927
CA
425
Clearstead Advisors
Ohio
$818