We are live on ! Find out more

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
SAM
301
Smartleaf Asset Management
Massachusetts
$66.6K -$615 -19 -0.9%
C
302
Covestor
United Kingdom
$66K +$16K +493 +30%
VCM
303
Versant Capital Management
Arizona
$60.2K +$53K +1,636 +519%
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$55K -$3.67M -113,364 -98%
LSA
305
Leonteq Securities AG
Switzerland
$50.4K -$277K -8,547 -84%
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$49K
MCM
307
MAI Capital Management
Ohio
$47K +$1.75K +54 +4%
GJIA
308
Glass Jacobson Investment Advisors
Maryland
$44.2K
CFFP
309
Center for Financial Planning
Michigan
$38.6K
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$36.9K -$58.5K -1,805 -60%
NSIM
311
North Star Investment Management
Illinois
$30.9K
MWM
312
MorganRosel Wealth Management
Colorado
$30.9K +$32.4K +1,000 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$29K +$10.2K +316 +50%
BMC
314
Bear Mountain Capital
Washington
$27.3K
TSMHT
315
Thurston Springer Miller Herd & Titak
Indiana
$26.7K +$21.5K +665 +333%
TH
316
TCTC Holdings
Texas
$25.5K +$14.3K +442 +115%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$25.1K +$18K +555 +221%
LFG
318
Larson Financial Group
Missouri
$20.3K
SWM
319
Spire Wealth Management
Virginia
$17.2K +$11.3K +348 +166%
MG
320
Mather Group
Illinois
$16K
UB
321
UMB Bank
Missouri
$15.6K +$5.44K +168 +50%
NA
322
NewEdge Advisors
Louisiana
$15.4K
SW
323
SVB Wealth
Massachusetts
$12K +$12.6K +388 New
HFS
324
Hantz Financial Services
Michigan
$10K +$6.64K +205 +153%
MSG
325
Main Street Group
Virginia
$9.26K

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.