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 %
GC
301
Globeflex Capital
California
$121K -$7.36K -233 -6%
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$95.1K +$6.16K +195 +7%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$94.9K +$91.5K +2,897 +2,759%
FFA
304
Farther Finance Advisors
California
$81.5K +$13.2K +417 +19%
WT
305
Whittier Trust
California
$76.1K
TWC
306
TD Waterhouse Canada
Ontario, Canada
$69.3K +$20.6K +653 +42%
SAM
307
Smartleaf Asset Management
Massachusetts
$68.8K +$60.4K +1,897 +716%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60K
C
309
Covestor
United Kingdom
$53K -$19.8K -616 -27%
DekaBank Deutsche Girozentrale
310
DekaBank Deutsche Girozentrale
Germany
$50K
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$49.4K -$178K -5,646 -78%
MCM
312
MAI Capital Management
Ohio
$46.4K +$46.4K +1,468 New
GI
313
GAMMA Investing
California
$45.9K +$3.7K +117 +9%
GJIA
314
Glass Jacobson Investment Advisors
Maryland
$44.2K
CFFP
315
Center for Financial Planning
Michigan
$39.5K
QCG
316
Quadrant Capital Group
Ohio
$33.7K -$1.58K -50 -4%
NSIM
317
North Star Investment Management
Illinois
$31.6K
QL
318
Quarry LP
New York
$29.1K -$13.6K -431 -32%
BMC
319
Bear Mountain Capital
Washington
$27.3K
WWM
320
Wolff Wiese Magana
California
$23K
LFG
321
Larson Financial Group
Missouri
$20.8K
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$20K +$5.78K +182 +41%
MG
323
Mather Group
Illinois
$16.4K +$12.5K +397 +325%
BC
324
Bayforest Capital
United Kingdom
$16.1K +$16.1K +510 New
NA
325
NewEdge Advisors
Louisiana
$15.8K