339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M
Name Market Value Shares Shares
Change
Shares
Change %
FFA
276
Farther Finance Advisors
California
$24.1K 846 +836 +8,360%
BMC
277
Bear Mountain Capital
Washington
$22.8K 867
SWS
278
SYSTM Wealth Solutions
Illinois
$21.3K 752 +81 +12%
EC
279
Elequin Capital
New York
$21K 742 +716 +2,754%
AWM
280
Avior Wealth Management
Nebraska
$18.9K 669 +669 New
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$17K 589 +5 +0.9%
CA
282
CoreCap Advisors
Michigan
$14.2K 500 +500 New
GJWM
283
Gilliland Jeter Wealth Management
Arkansas
$13.8K 489 +489 New
EBA
284
Eagle Bay Advisors
New York
$11.3K 400 +9 +2%
FFWM
285
Future Financial Wealth Management
Ohio
$11.3K 400 +400 New
QL
286
Quarry LP
New York
$9.46K 334 -309 -48%
TFIPS
287
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.78K 310
MSG
288
Main Street Group
Virginia
$8.56K 300 +300 New
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$8K 284 +164 +137%
GC
290
Globeflex Capital
California
$6.6K 233 -36 -13%
PHK
291
Point72 Hong Kong
Hong Kong
$6.28K 222 +222 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$6.26K 221 +119 +117%
FCA
293
FinTrust Capital Advisors
South Carolina
$5.66K 200 -516 -72%
OA
294
Operose Advisors
Wisconsin
$5.66K 200
GRP
295
Global Retirement Partners
California
$5.07K 179
MAM
296
MMA Asset Management
Pennsylvania
$5.07K 179 +179 New
SSB
297
Sandy Spring Bank
Maryland
$4.96K 175
NMM
298
Naples Money Management
Florida
$4.42K 156 +8 +5%
WT
299
Washington Trust
Rhode Island
$4.33K 153
FA
300
Financial Avengers
California
$4.28K 150