Beneficient Co. Group -28BENFWPreferred / convertible

13F holders, Q3 2025 (September 30)
20holders
2new positions
2sold out
2famous investors
$0.01avg. 13F price*

At the end of Q3 2025, 20 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were MMCAP International Inc. SPC ($11K), Clear Street Group Inc. ($11K) and Rivernorth Capital Management, LLC ($8K). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Ken Griffin ( of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$747
Exits2$1K

All 13F filers, Q2 2025 → Q3 2025: 143,672 shares bought and 753,566 shares sold, net −609,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders
MMCAP International Inc. SPC — No change 750,000 $11K
Clear Street Group Inc. — — 748,099 $11K
Rivernorth Capital Management, LLC — No change 562,494 $8K
LMR Partners LLP — No change 487,500 $7K
Goldman Sachs Group Inc. — No change 379,725 $5K
Toronto Dominion Bank — Reduce -0.3% 365,296 $5K
TENOR CAPITAL MANAGEMENT Co., L.P. — No change 300,000 $4K
Hudson Bay Capital Management LP — No change 300,000 $4K
Context Capital Management, LLC — No change 210,024 $3K
Calamos Advisors LLC — No change 187,500 $3K
Susquehanna International Group, LLP — Add +358.0% 117,396 $2K
Empyrean Capital Partners, LP — No change 100,000 $1K
Transcend Capital Advisors, LLC — New 50,000 $720
Cruiser Capital Advisors, LLC — No change 48,750 $702
Wolverine Asset Management LLC — No change 22,235 $320
D. E. Shaw & Co. — No change 19,500 $283
Citadel Advisors — Reduce -97.4% 15,650 $227
Ancora Advisors LLC — No change 15,273 $220
Ausdal Financial Partners, Inc. — No change 10,000 $144
UBS Group AG — New 1,910 $27

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