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398 hedge funds and large institutions have $3.31B invested in Box in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 412398 (-14)

24% less capital invested

Capital invested by funds: $4.33B → $3.31B (-$1.03B)

Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81M
Puts
$7.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
226
GC Wealth Management RIA
Massachusetts
$322K
SCP
227
Sivia Capital Partners
California
$318K
COI
228
Connable Office Inc
Michigan
$314K
X
229
Xponance
Pennsylvania
$313K
FAMI
230
Fideuram Asset Management (Ireland)
$313K
AHL
231
Abel Hall LLC
Louisiana
$312K
HFS
232
Hantz Financial Services
Michigan
$309K
MO
233
McMillan Office
Michigan
$307K
CAM
234
Congress Asset Management
Massachusetts
$303K
EF
235
Empowered Funds
Pennsylvania
$301K
VA
236
Vident Advisory
Georgia
$299K
Simplex Trading
237
Simplex Trading
Illinois
$289K
Lido Advisors
238
Lido Advisors
California
$283K
RA
239
Royce & Associates
New York
$282K
JRP
240
Jasper Ridge Partners
California
$279K
EI
241
Ethic Inc
New York
$277K
AIP
242
Ameritas Investment Partners
Nebraska
$270K
PA
243
Profund Advisors
Maryland
$266K
VI
244
Vestcor Inc
New Brunswick, Canada
$255K
JSW
245
Journey Strategic Wealth
New Jersey
$246K
SFA
246
Sequoia Financial Advisors
Ohio
$245K
TRCT
247
Tower Research Capital (TRC)
New York
$241K
Wellington Management Group
248
Wellington Management Group
Massachusetts
$239K
KAS
249
Kestra Advisory Services
Texas
$236K
Ensign Peak Advisors
250
Ensign Peak Advisors
Utah
$235K