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462 hedge funds and large institutions have $3.67B invested in Polaris in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

17% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $52.8M

14% more capital invested

Capital invested by funds: $3.22B → $3.67B (+$453M)

8% more funds holding

Funds holding: 426462 (+36)

4.71% more ownership

Funds ownership: 98.51%103.22% (+4.7%)

17% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 161

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
462
Holders Change
+36
Holders Change %
+8.45%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
133
Reduced
161
Closed
42
Calls
$61.8M
Puts
$52.8M
Net Calls
+$8.99M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
SouthState Corp
Florida
$2.21K -$1.32K -20 -36%
FFO
427
Fortitude Family Office
Arizona
$2.21K +$658 +10 +40%
SIS
428
Sound Income Strategies
Florida
$2.19K +$1.98K +30 +3,000%
PWMG
429
Prestige Wealth Management Group
New Jersey
$2.15K
S
430
Sachetta
Massachusetts
$2.15K
CT
431
Colonial Trust
South Carolina
$2.15K +$2.24K +34 New
BONH
432
Bank of New Hampshire
New Hampshire
$1.9K -$1.65K -25 -45%
BFS
433
Bare Financial Services
Pennsylvania
$1.83K -$593 -9 -24%
LI
434
LRI Investments
Florida
$1.81K
BTI
435
Blue Trust Inc
Georgia
$1.77K
HFS
436
Hughes Financial Services
Virginia
$1.77K
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.65K
CTC
438
Central Trust Company
Missouri
$1.58K
HC
439
Hoese & Co
Minnesota
$1.52K
RWM
440
Rialto Wealth Management
New York
$1.39K +$198 +3 +16%
KFAS
441
Keating Financial Advisory Services
Kansas
$1.39K +$1.45K +22 New
BGAI
442
Bruce G. Allen Investments
Colorado
$1.2K
NWM
443
Navigoe Wealth Management
California
$1K
UIA
444
Ulland Investment Advisors
Minnesota
$1K
FC
445
Financial Consulate
Maryland
$949 +$988 +15 New
BWA
446
Basecamp Wealth Advisors
Washington
$886 +$922 +14 New
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$759 +$724 +11 +1,100%
CFM
448
Cornerstone Financial Management
Massachusetts
$759 +$790 +12 New
GFA
449
Godfrey Financial Associates
New York
$759 +$790 +12 New
LFG
450
Larson Financial Group
Missouri
$696 +$198 +3 +38%