Beneficient

BENFW • NASDAQ

Beneficient is a finance services company on NASDAQ. As of Q3 2025, 19 institutional investors hold shares in this company, with total holdings valued at $56.7K. MMCAP International Inc. SPC is the largest holder with a position valued at $10.8K.

FINANCE SERVICES

Employees80.0

Websitetrustben.com

Country

United States of America

Overview

Overview of institutional ownership in BENFW as of Q3 2025

All Institutions

Institutions: 19
Value Held: $56.7K
Shares Held: 3.9M
Avg Position: $3.0K
Median Position: $1.7K

Hedge Funds

Hedge Funds: 8
Value Held: $22.5K
Shares Held: 1.6M
Avg Position: $2.8K
Median Position: $2.2K

Biggest Investors

Institutions with the largest positions in BENFW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M MMCAP International Inc. SPC Institution	-	$10.8K 0.00% of portfolio	0.00% 750.0K shares	Q4 2022 Held for 2y 11m	$752.3M
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	$8.1K 0.00% of portfolio	0.00% 562.5K shares	Q4 2022 Held for 2y 11m	$1.7B
L LMR Partners LLP Institution	-	$7.0K 0.00% of portfolio	0.00% 487.5K shares	Q4 2023 Held for 1y 11m	$5.1B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$5.5K 0.00% of portfolio	0.00% 379.7K shares	Q4 2022 Held for 2y 11m	$691.34B
TORONTO DOMINION BANK Institution	Leo Salom CEO	$5.1K 0.00% of portfolio	0.00% 365.3K shares	Q2 2025 Held for 5 months	$51.2B
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	Sander Ross Gerber CEO	$4.3K 0.00% of portfolio	0.00% 300.0K shares	Q4 2022 Held for 2y 11m	$14.7B
T TENOR CAPITAL MANAGEMENT Co., L.P. Hedge Fund•Multi-Strategy	Robin Rajendra Shah CIO	$4.3K 0.00% of portfolio	0.00% 300.0K shares	Q2 2025 Held for 5 months	$806.7M
Context Capital Management, LLC Hedge Fund•Convert Bond Arb	Michael Stuart Rosen CEO	$3.0K 0.00% of portfolio	0.00% 210.0K shares	Q1 2024 Held for 1y 8m	$187.8M
Calamos Advisors LLC Long Only Manager	John Spiro Koudounis CEO	$2.7K 0.00% of portfolio	0.00% 187.5K shares	Q4 2022 Held for 2y 11m	$17.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.7K 0.00% of portfolio	0.00% 117.4K shares	Q2 2025 Held for 5 months	$67.9B

Net Capital Flow

Institutional buying and selling activity for BENFW in Q3 2025

Traded: +$1.2K
Buyers: 4
Sellers: 3
Total Bought: +$2.3K
Total Sold: −$1.1K
Avg Position: $2.7K

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.3K +91.8K shares	$1.7K 117.4K shares
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth	+$720.0 +50.0K shares	$720.0 50.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$227.0 +-589.7K shares	$227.0 15.7K shares
UBS Group AG Institution	+$27.0 +1.9K shares	$27.0 1.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
PERISCOPE CAPITAL INC. Institution	−$863.0 −125.0K shares	Sold Off 0 shares
Walleye Trading LLC RIA/Wealth	−$262.0 −38.0K shares	Sold Off 0 shares
TORONTO DOMINION BANK Institution	−$12.6 −900.0 shares	$5.1K 365.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BENFW in Q3 2025

New Positions: 1
New Value: $720.0
Exited Positions: 2
Exited Value: $1.1K

New Positions

Institution	Position Value
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth	$720.0 50.0K shares

Exited Positions

Institution	Previous Position
PERISCOPE CAPITAL INC. Institution	$863.0 125.0K shares
Walleye Trading LLC RIA/Wealth	$262.0 38.0K shares

Options Activity

Institutions with the largest Call and Put options positions in BENFW as of Q3 2025

Call Positions: 1
Call Value: $972.0
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$972.0 675.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BENFW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Context Capital Management, LLC Hedge Fund•Convert Bond Arb	Michael Stuart Rosen CEO	0.00% $3.0K	0.00% 210.0K shares	Q1 2024 Held for 1y 8m	$187.8M
M MMCAP International Inc. SPC Institution	-	0.00% $10.8K	0.00% 750.0K shares	Q4 2022 Held for 2y 11m	$752.3M
Cruiser Capital Advisors, LLC Hedge Fund•Long/Short	Keith Michael Rosenbloom Managing Partner	0.00% $702.0	0.00% 48.8K shares	Q4 2023 Held for 1y 11m	$93.0M
T TENOR CAPITAL MANAGEMENT Co., L.P. Hedge Fund•Multi-Strategy	Robin Rajendra Shah CIO	0.00% $4.3K	0.00% 300.0K shares	Q2 2025 Held for 5 months	$806.7M
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Patrick William Galley CEO	0.00% $8.1K	0.00% 562.5K shares	Q4 2022 Held for 2y 11m	$1.7B
L LMR Partners LLP Institution	-	0.00% $7.0K	0.00% 487.5K shares	Q4 2023 Held for 1y 11m	$5.1B
Empyrean Capital Partners, LP Hedge Fund•Event Driven	Amos Meron CIO	0.00% $1.4K	0.00% 100.0K shares	Q2 2023 Held for 2y 5m	$1.9B
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth	Brian James Gorczynski CEO	0.00% $720.0	0.00% 50.0K shares	Q3 2025 Held for 2 months	$1.4B
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	Sander Ross Gerber CEO	0.00% $4.3K	0.00% 300.0K shares	Q4 2022 Held for 2y 11m	$14.7B
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Christopher Lazarus Gust CEO	0.00% $320.0	0.00% 22.2K shares	Q4 2022 Held for 2y 11m	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in BENFW

TENOR CAPITAL MANAGEMENT Co., L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerRobin Rajendra Shah

Portfolio Value: $806.7M
Positions: 167
Last Reported: Q3 2025

Sector Allocation

Position in Beneficient

Market Value: $4.3K
Shares Held: 300.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 China HGS Real Estate Inc. CHAC	Unknown Unknown	$21.9M	2.72%
2 KFII K&F Growth Acquisition Corp. II Class A Ordinary shares KFII	Unknown Unknown	$20.4M	2.53%
3 Gores Holdings X, Inc. Class A ordinary shares GTEN	Unknown Unknown	$20.4M	2.53%

View full profile