407 hedge funds and large institutions have $5.25B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 138 reducing their positions, and 42 closing their positions.

Holders
407
Holders Change
+22
Holders Change %
+5.71%
% of All Funds
5.47%
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
144
Reduced
138
Closed
42
Calls
$325M
Puts
$43.7M
Net Calls
+$282M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
301
Ameliora Wealth Management
Switzerland
$137K 4,000
GC
302
Globeflex Capital
California
$131K 3,844
PA
303
Parallel Advisors
California
$128K 3,756 -1,103 -23%
QL
304
Quarry LP
New York
$118K 3,453 +3,453 New
TWC
305
TD Waterhouse Canada
Ontario, Canada
$118K 3,493 +504 +17%
KBC Group
306
KBC Group
Belgium
$116K 3,383 -1,910 -36%
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$102K 2,991 -202 -6%
SAM
308
Smartleaf Asset Management
Massachusetts
$89.5K 2,633 +490 +23%
EWA
309
EverSource Wealth Advisors
Alabama
$77.3K 2,263 +2,155 +1,995%
VCM
310
Versant Capital Management
Arizona
$74.3K 2,173 +222 +11%
GWM
311
Geneos Wealth Management
Colorado
$61.8K 1,810 -1,010 -36%
FFA
312
Farther Finance Advisors
California
$60.4K 1,767 -1,942 -52%
MCM
313
MAI Capital Management
Ohio
$56.1K 1,642 +120 +8%
BNP Paribas Asset Management
314
BNP Paribas Asset Management
France
$55K 1,600 +1,600 New
ACM
315
Aster Capital Management
United Arab Emirates
$54.8K 1,603 -6,891 -81%
DekaBank Deutsche Girozentrale
316
DekaBank Deutsche Girozentrale
Germany
$54K 1,583
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$45K 1,316 +1,150 +693%
CFFP
318
Center for Financial Planning
Michigan
$42.7K 1,250
WT
319
Whittier Trust
California
$41.2K 1,205 -1,205 -50%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$41K 1,197 +251 +27%
AAS
321
Ameritas Advisory Services
Nebraska
$40.6K 1,187 +1,187 New
SCM
322
Sterling Capital Management
North Carolina
$37.9K 1,110 +964 +660%
NSIM
323
North Star Investment Management
Illinois
$34.2K 1,000
MWM
324
MorganRosel Wealth Management
Colorado
$34.2K 1,000
Jones Financial Companies
325
Jones Financial Companies
Missouri
$31.6K 928 +122 +15%