385 hedge funds and large institutions have $4.5B invested in Box in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
144
Reduced
137
Closed
49
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
251
Everence Capital Management
Indiana
$285K -$94.9K -3,080 -25%
USAA
252
United Services Automobile Association
Texas
$283K +$283K +9,097 New
Millennium Management
253
Millennium Management
New York
$282K -$5.21M -168,949 -95%
Osaic Holdings
254
Osaic Holdings
Arizona
$279K -$97.4K -3,155 -26%
ACM
255
Aster Capital Management
United Arab Emirates
$278K +$278K +8,494 New
CGH
256
Crossmark Global Holdings
Texas
$272K -$3.09K -100 -1%
AL
257
Aspiriant LLC
California
$265K -$13.8K -448 -5%
CWM
258
Cahaba Wealth Management
Georgia
$260K
Lido Advisors
259
Lido Advisors
California
$252K -$6.42K -208 -2%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$251K +$9.94K +322 +4%
MHR
261
Matthew Hamilton Rosenberg
$249K +$123 +4 +0%
AIP
262
Arrowpoint Investment Partners
Singapore
$247K +$247K +8,000 New
HWM
263
Hohimer Wealth Management
Washington
$244K -$6.88K -223 -3%
ECM
264
Evergreen Capital Management
Washington
$242K +$31.4K +1,016 +15%
JG
265
Jain Global
New York
$237K -$300K -9,736 -56%
SAM
266
Shell Asset Management
Netherlands
$236K -$10.2K -331 -4%
NAAA
267
New Age Alpha Advisors
New York
$226K -$14.8K -479 -6%
MM
268
MQS Management
New York
$226K +$226K +7,320 New
JFG
269
Jefferies Financial Group
New York
$219K -$323K -10,480 -60%
QCM
270
Qsemble Capital Management
New York
$214K +$214K +6,930 New
A
271
AlphaQuest
New York
$212K -$603K -19,544 -74%
NFP
272
Narus Financial Partners
Utah
$211K +$211K +6,823 New
CA
273
Clearstead Advisors
Ohio
$205K
RBI
274
Raiffeisen Bank International
Austria
$199K -$10.9K -352 -5%
TC
275
Truvestments Capital
Florida
$193K -$15.3K -497 -7%