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392 hedge funds and large institutions have $4.53B invested in Box in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $315M | Put options by funds: $21M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

0.18% less ownership

Funds ownership: 102.24%102.06% (-0.18%)

2% less capital invested

Capital invested by funds: $4.64B → $4.53B (-$114M)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

2% less funds holding

Funds holding: 399392 (-7)

Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
146
Reduced
141
Closed
48
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
A
276
AlphaQuest
New York
$212K -$633K -19,544 -74%
NFP
277
Narus Financial Partners
Utah
$211K +$221K +6,823 New
CA
278
Clearstead Advisors
Ohio
$205K
RBI
279
Raiffeisen Bank International
Austria
$199K -$11.4K -352 -5%
TC
280
Truvestments Capital
Florida
$193K -$16.1K -497 -7%
SOW
281
State of Wyoming
Wyoming
$182K +$4.92K +152 +3%
Federated Hermes
282
Federated Hermes
Pennsylvania
$180K -$4.19M -129,346 -96%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$172K -$77.5K -2,391 -30%
KBC Group
284
KBC Group
Belgium
$163K -$3.56K -110 -2%
Mitsubishi UFJ Asset Management
285
Mitsubishi UFJ Asset Management
Japan
$153K -$20.3K -628 -11%
PA
286
Parallel Advisors
California
$150K -$2.2K -68 -1%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K +$91.6K +2,828 +149%
TRCT
288
Tower Research Capital (TRC)
New York
$145K -$51.7K -1,596 -25%
Bessemer Group
289
Bessemer Group
New Jersey
$132K -$6.41K -198 -4%
SS
290
SBI Securities
Japan
$131K +$2.49K +77 +2%
GI
291
GAMMA Investing
California
$128K +$86.8K +2,681 +184%
UOTTAIMCU
292
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$124K +$131K +4,032 New
AWM
293
Ameliora Wealth Management
Switzerland
$123K
CPBTD
294
Central Pacific Bank - Trust Division
Hawaii
$121K -$69.6K -2,150 -35%
GC
295
Globeflex Capital
California
$119K
FFA
296
Farther Finance Advisors
California
$116K +$36.6K +1,130 +44%
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$98.5K +$5.9K +182 +6%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$93.1K +$25.8K +795 +36%
GWM
299
Geneos Wealth Management
Colorado
$87K +$91.4K +2,820 New
WT
300
Whittier Trust
California
$74.4K

BOX Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2025, worth a combined $4.53B — down 2.4% from $4.64B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BOX and 45 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 146 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $35.6M.

  • 392 institutional investors held Box (BOX) as of Q1 2025, down from 399 in Q4 2024.
  • Funds reported $4.53B of Box stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 45 funds opened new Box positions in Q1 2025 and 48 closed out, a net change of -3 holders.
  • The largest Box buyer in Q1 2025 was Two Sigma Advisers, an estimated $47.9M added.
  • The largest Box seller in Q1 2025 was Jacobs Levy Equity Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2025.