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392 hedge funds and large institutions have $4.53B invested in Box in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $315M | Put options by funds: $21M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

0.18% less ownership

Funds ownership: 102.24%102.06% (-0.18%)

2% less capital invested

Capital invested by funds: $4.64B → $4.53B (-$114M)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

2% less funds holding

Funds holding: 399392 (-7)

Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
146
Reduced
141
Closed
48
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Profund Advisors
Maryland
$465K +$51.1K +1,578 +12%
X
227
Xponance
Pennsylvania
$464K +$16.6K +513 +4%
QC
228
Quadrature Capital
United Kingdom
$453K +$476K +14,683 New
CCM
229
Coldstream Capital Management
Washington
$449K +$292 +9 +0.1%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$448K
AIP
231
Ameritas Investment Partners
Nebraska
$443K -$12.6K -390 -3%
SCA
232
STALEY CAPITAL ADVISERS
Pennsylvania
$432K
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$421K +$30K +926 +7%
HC
234
Henshaw Capital
Massachusetts
$410K
Aviva
235
Aviva
United Kingdom
$403K +$41.6K +1,285 +11%
VI
236
Vestcor Inc
New Brunswick, Canada
$399K +$418K +12,918 New
KAS
237
Kestra Advisory Services
Texas
$395K +$8.03K +248 +2%
HF
238
HRT Financial
New York
$393K -$1.71M -52,756 -81%
KF
239
Krilogy Financial
Missouri
$387K +$406K +12,542 New
Group One Trading
240
Group One Trading
Illinois
$377K -$185K -5,696 -32%
Mitsubishi UFJ Trust & Banking
241
Mitsubishi UFJ Trust & Banking
Japan
$375K -$195K -6,019 -33%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$366K +$76.2K +2,352 +25%
JRP
243
Jasper Ridge Partners
California
$365K
Fidelity Investments
244
Fidelity Investments
Massachusetts
$360K +$77.9K +2,406 +26%
BHPW
245
Beverly Hills Private Wealth
California
$356K +$11.7K +362 +3%
QCG
246
Quadrant Capital Group
Ohio
$352K +$335K +10,353 +972%
SO
247
STRS Ohio
Ohio
$349K +$42.1K +1,300 +13%
SC
248
SummitTX Capital
Texas
$344K +$361K +11,142 New
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$324K +$24.3K +751 +8%
SPW
250
Sonoma Private Wealth
California
$311K +$10.8K +334 +3%

BOX Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2025, worth a combined $4.53B — down 2.4% from $4.64B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BOX and 45 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 146 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $35.6M.

  • 392 institutional investors held Box (BOX) as of Q1 2025, down from 399 in Q4 2024.
  • Funds reported $4.53B of Box stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 45 funds opened new Box positions in Q1 2025 and 48 closed out, a net change of -3 holders.
  • The largest Box buyer in Q1 2025 was Two Sigma Advisers, an estimated $47.9M added.
  • The largest Box seller in Q1 2025 was Jacobs Levy Equity Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2025.