Beneficient Co. Group -28BENFWPreferred / convertible

13F holders, Q2 2025 (June 30)
20holders −1
2new positions
3sold out
2famous investors
$0.01avg. 13F price*

At the end of Q2 2025, 20 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were MMCAP International Inc. SPC ($5K), Clear Street LLC ($5K) and Rivernorth Capital Management, LLC ($4K). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Beneficient Co. Group -28
CUSIP
08178Q119
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 28Q1 2024Q2 2024: 25Q2 2024Q3 2024: 24Q3 2024Q4 2024: 24Q4 2024Q1 2025: 21Q1 2025Q2 2025: 20Q2 2025Q3 2025: 20Q3 2025Q4 2025: 18Q4 2025Q1 2026: 20Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$3K
Exits3$6K

All 13F filers, Q1 2025 → Q2 2025: 1,141,145 shares bought and 854,428 shares sold, net +286,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

MMCAP International Inc. SPC — No change 750,000 $5K
Clear Street LLC — Add +892041.7% 749,399 $5K
Rivernorth Capital Management, LLC — No change 562,494 $4K
LMR Partners LLP — No change 487,500 $3K
Citadel Advisors — Reduce -3.8% 605,336 $3K
Goldman Sachs Group Inc. — No change 379,725 $3K
Toronto Dominion Bank — New 366,196 $3K
TENOR CAPITAL MANAGEMENT Co., L.P. — No change 300,000 $2K
Hudson Bay Capital Management LP — No change 300,000 $2K
Context Capital Management, LLC — No change 210,024 $1K
Calamos Advisors LLC — No change 187,500 $1K
Periscope Capital Inc. — No change 125,000 $863
Empyrean Capital Partners, LP — No change 100,000 $690
Cruiser Capital Advisors, LLC — No change 48,750 $336
Walleye Trading LLC — No change 37,980 $262
Wolverine Asset Management LLC — No change 22,235 $153
Susquehanna International Group, LLP — New 25,634 $138
D. E. Shaw & Co. — No change 19,500 $105
Ancora Advisors LLC — No change 15,273 $105
Ausdal Financial Partners, Inc. — No change 10,000 $69

"% of holder's portfolio" is BENFW's weight in each manager's 13F, not the share of Beneficient Co. Group -28 the manager owns.