Who Owns Beneficient (BENF)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$2000100072000000.0T
% of Float Held
2.5390631025314658e+67%
QoQ Change in Holders
+4 / -6
Price History
BENF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| VANGUARD GROUP INC | Increased | +225K | +$990K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | +94K | +$0 |
| JANE STREET GROUP, LLC | New Position | +19K | +$0 |
| SBI Securities Co., Ltd. | New Position | +4 | +$0 |
| Global Assets Advisory, LLC | New Position | +18K | +$0 |
| BANK OF AMERICA CORP /DE/ | Increased | +53 | +$0 |
| NORTHERN TRUST CORP | New Position | +17K | +$0 |
| BlackRock, Inc. | Increased | +36K | +$-8K |
BENF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Ausdal Financial Partners, Inc. | Decreased | -63K | -$70.1M |
| Marex Group plc | Closed Position | -30K | -$28.8M |
| TWO SIGMA INVESTMENTS, LP | Closed Position | -24K | -$22.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -19K | -$18.4M |
| Cubist Systematic Strategies, LLC | Closed Position | -17K | -$15.9M |
| UBS Group AG | Decreased | -9K | -$8.2M |
| Tower Research Capital LLC (TRC) | Decreased | -1K | -$5.0M |
| Legacy Wealth Managment, LLC/ID | Decreased | -2K | -$283K |
| Newbridge Financial Services Group, Inc. | Closed Position | -188 | -$179K |
| STATE STREET CORP | Decreased | -37K | -$56K |
| FMR LLC | Closed Position | -20 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 300 | $2.0M | 0.00% | Share |
| 2 | VANGUARD GROUP INC | 156,868 | $1.0M | 0.01% | Share |
| 3 | Ausdal Financial Partners, Inc. | 10,361 | $72K | 0.00% | Share |
| 4 | VANGUARD GROUP INC | 8,750 | $0 | 0.00% | Share |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 121,276 | $0 | 0.00% | Share |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 32,981 | $0 | 0.00% | Share |
| 7 | BlackRock, Inc. | 44,621 | $0 | 0.00% | Share |
| 8 | JANE STREET GROUP, LLC | 18,922 | $0 | 0.00% | Share |
| 9 | UBS Group AG | 8 | $0 | 0.00% | Share |
| 10 | Tower Research Capital LLC (TRC) | 3,898 | $0 | 0.00% | Share |
| 11 | Tower Research Capital LLC (TRC) | 40 | $0 | 0.00% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 118 | $0 | 0.00% | Share |
| 13 | NORTHERN TRUST CORP | 17,255 | $0 | 0.00% | Share |
| 14 | Global Assets Advisory, LLC | 17,887 | $0 | 0.00% | Share |
| 15 | SBI Securities Co., Ltd. | 4 | $0 | 0.00% | Share |
| 16 | UBS Group AG | 75 | $0 | 0.00% | Share |
| 17 | STATE STREET CORP | 23,043 | $0 | 0.00% | Share |
| 18 | VANGUARD GROUP INC | 71,511 | $0 | 0.00% | Share |
BENF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $3.1M | -2 |
| Q3 2025 | 15 | $171.6M | -5 |
| Q2 2025 | 20 | $310.0M | +1 |
| Q1 2025 | 19 | $325.2M | -3 |
| Q4 2024 | 22 | $680.1M | +8 |
| Q3 2024 | 14 | $146.4M | +2 |
| Q2 2024 | 12 | $1.5B | -7 |
| Q1 2024 | 19 | $4.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold BENF (Beneficient). The largest holder is Legacy Wealth Managment, LLC/ID with $2.0M in shares. This quarter, 4 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own BENF?
As of Q4 2025, 18 institutional investors report holding BENF (Beneficient) in their 13F filings.
Who is the largest institutional holder of BENF?
The largest institutional holder of BENF is Legacy Wealth Managment, LLC/ID with $2.0M in shares.
Is institutional ownership of BENF increasing or decreasing?
This quarter, 4 institutions opened new positions in BENF and 6 closed their positions.