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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$2.5M
RHAM
102
Round Hill Asset Management
California
$2.46M
Fidelity Investments
103
Fidelity Investments
Massachusetts
$2.43M
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$2.4M
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$2.3M
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$2.3M
AAM
107
Advisors Asset Management
Colorado
$2.24M
HF
108
HRT Financial
New York
$2.2M
VAM
109
Vanguard Asset Management
$2.18M
Canada Life
110
Canada Life
Manitoba, Canada
$2.03M
CCIA
111
Campbell & Co Investment Adviser
Maryland
$2.02M
STA
112
Summit Trail Advisors
New York
$2M
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$1.91M
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$1.87M
SPS
115
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
Mariner
116
Mariner
Kansas
$1.76M
LSV Asset Management
117
LSV Asset Management
Illinois
$1.75M
OQS
118
Occudo Quantitative Strategies
Florida
$1.73M
CPC
119
Consolidated Planning Corp
Georgia
$1.73M
ICM
120
Intrepid Capital Management
Florida
$1.73M
IC
121
IEQ Capital
California
$1.73M
KOC
122
Koss-Olinger Consulting
Florida
$1.71M
Jones Financial Companies
123
Jones Financial Companies
Missouri
$1.65M
JFG
124
Jefferies Financial Group
New York
$1.65M
RWM
125
Ritholtz Wealth Management
New York
$1.55M