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Box
BOX

Overview Fund Activity

410 hedge funds and large institutions have $5.29B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
5.5%
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
145
Reduced
140
Closed
42
Calls
$338M
Puts
$52M
Net Calls
+$286M
Net Calls Change
-$8.32M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$59.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$37.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$22.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$26.3M
3
RC
RGM Capital
Florida
-$21.8M
4
Goldman Sachs
Goldman Sachs
New York
-$15.3M
5
SM
Sunriver Management
Connecticut
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$364K +$4.51K +132 +1%
BHPW
252
Beverly Hills Private Wealth
California
$363K -$31.2K -913 -8%
SPIA
253
Steward Partners Investment Advisory
New York
$360K -$321K -9,386 -47%
PCP
254
Perbak Capital Partners
United Kingdom
$360K +$360K +10,522 New
PWG
255
Portside Wealth Group
Utah
$355K +$12.3K +361 +4%
PA
256
PharVision Advisers
Florida
$342K +$342K +10,005 New
SOW
257
State of Wyoming
Wyoming
$340K +$139K +4,054 +69%
MML Investors Services
258
MML Investors Services
Massachusetts
$333K -$6.53K -191 -2%
BBHC
259
Brown Brothers Harriman & Co
New York
$332K – – –
GC
260
Garde Capital
Washington
$329K – – –
SPW
261
Sonoma Private Wealth
California
$327K -$17.4K -508 -5%
Osaic Holdings
262
Osaic Holdings
Arizona
$325K +$37.9K +1,193 +13%
IIC
263
Integrated Investment Consultants
Michigan
$325K -$203K -5,945 -38%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$318K +$318K +9,303 New
NAM
265
NorthCrest Asset Manangement
Minnesota
$317K -$193K -5,798 -38%
CGH
266
Crossmark Global Holdings
Texas
$309K +$7.48K +219 +2%
Lido Advisors
267
Lido Advisors
California
$306K +$27.6K +808 +10%
AL
268
Aspiriant LLC
California
$294K +$342 +10 +0.1%
OAM
269
Occidental Asset Management
California
$289K -$42.4K -1,241 -13%
LAM
270
Longboard Asset Management
Arizona
$277K +$277K +8,096 New
XT
271
XTX Topco
Cayman Islands
$275K -$1.5M -44,043 -85%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$274K -$3.48K -102 -1%
OQS
273
Occudo Quantitative Strategies
Florida
$266K +$266K +7,781 New
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$256K +$256K +7,685 New
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$253K +$61.8K +1,808 +32%
9 10
11
12 13