394 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
152
Reduced
125
Closed
47
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$247K +$12.4K +391 +5%
NAAA
277
New Age Alpha Advisors
New York
$247K +$247K +7,807 New
HIS
278
Horizon Investment Services
Indiana
$243K +$243K +7,689 New
HFM
279
Harvest Fund Management
China
$241K +$239K +7,556 +11,112%
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$225K +$21.5K +679 +11%
ECM
281
Evergreen Capital Management
Washington
$216K +$506 +16 +0.2%
RBI
282
Raiffeisen Bank International
Austria
$215K +$215K +6,757 New
TC
283
Truvestments Capital
Florida
$213K
CA
284
Clearstead Advisors
Ohio
$210K
ONB
285
Old National Bancorp
Indiana
$203K +$203K +6,435 New
PWM
286
Perigon Wealth Management
California
$202K +$284 +9 +0.1%
BFG
287
Bleakley Financial Group
New Jersey
$200K +$200K +6,334 New
TRCT
288
Tower Research Capital (TRC)
New York
$200K +$40.2K +1,271 +25%
CPBTD
289
Central Pacific Bank - Trust Division
Hawaii
$192K +$16.7K +530 +10%
HT
290
Headlands Technologies
Illinois
$184K +$184K +5,822 New
SG Americas Securities
291
SG Americas Securities
New York
$183K -$1.03M -32,535 -85%
SOW
292
State of Wyoming
Wyoming
$181K +$181K +5,736 New
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$175K -$10.4K -330 -6%
KBC Group
294
KBC Group
Belgium
$171K +$44.9K +1,420 +36%
CFGS
295
Concourse Financial Group Securities
Alabama
$156K -$8.99K -286 -5%
PA
296
Parallel Advisors
California
$156K +$284 +9 +0.2%
Bessemer Group
297
Bessemer Group
New Jersey
$142K -$627K -19,821 -82%
PIM
298
Plato Investment Management
Australia
$134K +$134K +4,225 New
SS
299
SBI Securities
Japan
$132K +$132K +4,162 New
AWM
300
Ameliora Wealth Management
Switzerland
$126K