Polaris
391 hedge funds and large institutions have $2.16B invested in Polaris in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 101 reducing their positions, and 97 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 101
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6.36% more ownership
Funds ownership: 87.88% → 94.24% (+6.4%)
10% less funds holding
Funds holding: 433 → 391 (-42)
22% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $60.1M
24% less capital invested
Capital invested by funds: $2.82B → $2.16B (-$669M)
40% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RWWM Inc
Rocklin,
California
|
+$71.7M |
| 2 |
Select Equity Group
New York
|
+$45.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$33.5M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$26.7M |
| 5 |
Renaissance Technologies
New York
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$107M |
| 2 |
State Street
Boston,
Massachusetts
|
-$25.2M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$24.7M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$23.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$19.6M |
PII Hedge Fund Activity: Q1 2025 in Review
391 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2025, worth a combined $2.16B — down 24% from $2.82B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of PII and 58 opened new positions — a net loss of 39 holders — while 101 trimmed existing stakes and 168 added.
The largest buyer was RWWM Inc, adding an estimated $71.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $107M.
- 391 institutional investors held Polaris (PII) as of Q1 2025, down from 433 in Q4 2024.
- Funds reported $2.16B of Polaris stock for Q1 2025, down 24% quarter-over-quarter.
- 58 funds opened new Polaris positions in Q1 2025 and 97 closed out, a net change of -39 holders.
- The largest Polaris buyer in Q1 2025 was RWWM Inc, an estimated $71.7M added.
- The largest Polaris seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $107M sold.
Based on aggregated 13F filings for Q1 2025.