385 hedge funds and large institutions have $4.5B invested in Box in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
144
Reduced
137
Closed
49
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
301
MAI Capital Management
Ohio
$47K +$1.67K +54 +4%
GJIA
302
Glass Jacobson Investment Advisors
Maryland
$44.2K
CFFP
303
Center for Financial Planning
Michigan
$38.6K
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$36.9K -$55.7K -1,805 -60%
NSIM
305
North Star Investment Management
Illinois
$30.9K
MWM
306
MorganRosel Wealth Management
Colorado
$30.9K +$30.9K +1,000 New
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$29K +$9.69K +316 +50%
BMC
308
Bear Mountain Capital
Washington
$27.3K
TSMHT
309
Thurston Springer Miller Herd & Titak
Indiana
$26.7K +$20.5K +665 +333%
TH
310
TCTC Holdings
Texas
$25.5K +$13.6K +442 +115%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$25.1K +$17.3K +555 +221%
LFG
312
Larson Financial Group
Missouri
$20.3K
SWM
313
Spire Wealth Management
Virginia
$17.2K +$10.7K +348 +166%
MG
314
Mather Group
Illinois
$16K
UB
315
UMB Bank
Missouri
$15.6K +$5.18K +168 +50%
NA
316
NewEdge Advisors
Louisiana
$15.4K
SW
317
SVB Wealth
Massachusetts
$12K +$12K +388 New
HFS
318
Hantz Financial Services
Michigan
$10K +$6.05K +205 +153%
MSG
319
Main Street Group
Virginia
$9.26K
HCP
320
Hexagon Capital Partners
Arkansas
$9.2K +$864 +28 +10%
RA
321
Rise Advisors
New York
$8.3K +$8.3K +269 New
WWM
322
Wolff Wiese Magana
California
$7.99K -$14.4K -468 -64%
CCM
323
Copeland Capital Management
Pennsylvania
$7.25K +$7.25K +235 New
CWM
324
Centricity Wealth Management
Ohio
$6.17K
OA
325
Operose Advisors
Wisconsin
$6.17K