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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
PWG
251
Portside Wealth Group
Utah
$309K +$18.7K +578 +6%
MML Investors Services
252
MML Investors Services
Massachusetts
$306K +$9.2K +284 +3%
BBHC
253
Brown Brothers Harriman & Co
New York
$300K -$4.21K -130 -1%
OAM
254
Occidental Asset Management
California
$300K +$315K +9,710 New
GC
255
Garde Capital
Washington
$297K -$146K -4,508 -32%
ECM
256
Everence Capital Management
Indiana
$285K -$99.8K -3,080 -25%
USAA
257
United Services Automobile Association
Texas
$283K +$295K +9,097 New
Millennium Management
258
Millennium Management
New York
$282K -$5.47M -168,949 -95%
Osaic Holdings
259
Osaic Holdings
Arizona
$279K -$102K -3,155 -26%
ACM
260
Aster Capital Management
United Arab Emirates
$278K +$275K +8,494 New
CGH
261
Crossmark Global Holdings
Texas
$272K -$3.24K -100 -1%
AL
262
Aspiriant LLC
California
$265K -$14.5K -448 -5%
CWM
263
Cahaba Wealth Management
Georgia
$260K
Lido Advisors
264
Lido Advisors
California
$252K -$6.74K -208 -2%
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$251K +$10.4K +322 +4%
MHR
266
Matthew Hamilton Rosenberg
$249K +$130 +4 +0%
AIP
267
Arrowpoint Investment Partners
Singapore
$247K +$259K +8,000 New
HWM
268
Hohimer Wealth Management
Washington
$244K -$7.22K -223 -3%
ECM
269
Evergreen Capital Management
Washington
$242K +$32.9K +1,016 +15%
JG
270
Jain Global
New York
$237K -$315K -9,736 -56%
SAM
271
Shell Asset Management
Netherlands
$236K -$10.7K -331 -4%
NAAA
272
New Age Alpha Advisors
New York
$226K -$15.5K -479 -6%
MM
273
MQS Management
New York
$226K +$237K +7,320 New
JFG
274
Jefferies Financial Group
New York
$219K -$339K -10,480 -60%
QCM
275
Qsemble Capital Management
New York
$214K +$224K +6,930 New

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.