407 hedge funds and large institutions have $5.25B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 138 reducing their positions, and 42 closing their positions.

Holders
407
Holders Change
+22
Holders Change %
+5.71%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
144
Reduced
138
Closed
42
Calls
$325M
Puts
$43.7M
Net Calls
+$282M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$360K 10,530 -9,386 -47%
PCP
252
Perbak Capital Partners
United Kingdom
$360K 10,522 +10,522 New
PWG
253
Portside Wealth Group
Utah
$355K 10,380 +361 +4%
PA
254
PharVision Advisers
Florida
$342K 10,005 +10,005 New
SOW
255
State of Wyoming
Wyoming
$340K 9,942 +4,054 +69%
MML Investors Services
256
MML Investors Services
Massachusetts
$333K 9,735 -191 -2%
BBHC
257
Brown Brothers Harriman & Co
New York
$332K 9,728
GC
258
Garde Capital
Washington
$329K 9,627
SPW
259
Sonoma Private Wealth
California
$327K 9,566 -508 -5%
Osaic Holdings
260
Osaic Holdings
Arizona
$325K 10,226 +1,193 +13%
IIC
261
Integrated Investment Consultants
Michigan
$325K 9,512 -5,945 -38%
Capstone Investment Advisors
262
Capstone Investment Advisors
New York
$318K 9,303 +9,303 New
NAM
263
NorthCrest Asset Manangement
Minnesota
$317K 9,538 -5,798 -38%
CGH
264
Crossmark Global Holdings
Texas
$309K 9,035 +219 +2%
Lido Advisors
265
Lido Advisors
California
$306K 8,960 +808 +10%
AL
266
Aspiriant LLC
California
$294K 8,610 +10 +0.1%
OAM
267
Occidental Asset Management
California
$289K 8,469 -1,241 -13%
LAM
268
Longboard Asset Management
Arizona
$277K 8,096 +8,096 New
XT
269
XTX Topco
Cayman Islands
$275K 8,062 -44,043 -85%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$274K 8,027 -102 -1%
OQS
271
Occudo Quantitative Strategies
Florida
$266K 7,781 +7,781 New
Wealth Enhancement Advisory Services
272
Wealth Enhancement Advisory Services
Minnesota
$256K 7,685 +7,685 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$253K 7,391 +1,808 +32%
MHR
274
Matthew Hamilton Rosenberg
$246K 7,204 -869 -11%
NAAA
275
New Age Alpha Advisors
New York
$245K 7,176 -152 -2%