We are live on ! Find out more

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
AWM
251
AE Wealth Management
Kansas
$231K
BBHC
252
Brown Brothers Harriman & Co
New York
$230K
Truist Financial
253
Truist Financial
North Carolina
$226K
BHPW
254
Beverly Hills Private Wealth
California
$222K
IIC
255
Integrated Investment Consultants
Michigan
$220K
CGH
256
Crossmark Global Holdings
Texas
$214K
LSV Asset Management
257
LSV Asset Management
Illinois
$213K
DTL
258
Dynamic Technology Lab
Singapore
$213K
HWM
259
Hohimer Wealth Management
Washington
$212K
DS
260
DRW Securities
Illinois
$210K
Capstone Investment Advisors
261
Capstone Investment Advisors
New York
$209K
Osaic Holdings
262
Osaic Holdings
Arizona
$202K
Group One Trading
263
Group One Trading
Illinois
$176K
GI
264
GAMMA Investing
California
$171K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$159K
SPIA
266
Steward Partners Investment Advisory
New York
$157K
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$157K
CPBTD
268
Central Pacific Bank - Trust Division
Hawaii
$154K
MHR
269
Matthew Hamilton Rosenberg
$147K
EWA
270
EverSource Wealth Advisors
Alabama
$145K
LSA
271
Leonteq Securities AG
Switzerland
$134K
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$130K
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$130K
CI
274
Corient IA
Florida
$126K
KBC Group
275
KBC Group
Belgium
$115K