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Box
BOX

Overview Fund Activity

410 hedge funds and large institutions have $5.29B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
5.5%
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
145
Reduced
140
Closed
42
Calls
$338M
Puts
$52M
Net Calls
+$286M
Net Calls Change
-$8.32M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$59.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$37.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$22.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$26.3M
3
RC
RGM Capital
Florida
-$21.8M
4
Goldman Sachs
Goldman Sachs
New York
-$15.3M
5
SM
Sunriver Management
Connecticut
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
301
Central Pacific Bank - Trust Division
Hawaii
$139K +$5.13K +150 +4%
UOTTAIMCU
302
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$138K – – –
AWM
303
Ameliora Wealth Management
Switzerland
$137K – – –
GC
304
Globeflex Capital
California
$131K – – –
PA
305
Parallel Advisors
California
$128K -$37.7K -1,103 -23%
QL
306
Quarry LP
New York
$118K +$118K +3,453 New
TWC
307
TD Waterhouse Canada
Ontario, Canada
$118K +$17K +504 +17%
KBC Group
308
KBC Group
Belgium
$116K -$65.5K -1,910 -36%
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$102K -$6.9K -202 -6%
SAM
310
Smartleaf Asset Management
Massachusetts
$89.5K +$16.7K +490 +23%
EWA
311
EverSource Wealth Advisors
Alabama
$77.3K +$73.6K +2,155 +1,995%
VCM
312
Versant Capital Management
Arizona
$74.3K +$7.59K +222 +11%
GWM
313
Geneos Wealth Management
Colorado
$61.8K -$34.5K -1,010 -36%
FFA
314
Farther Finance Advisors
California
$60.4K -$66.4K -1,942 -52%
MCM
315
MAI Capital Management
Ohio
$56.1K +$4.1K +120 +8%
BNP Paribas Asset Management
316
BNP Paribas Asset Management
France
$55K +$55K +1,600 New
ACM
317
Aster Capital Management
United Arab Emirates
$54.8K -$235K -6,891 -81%
DekaBank Deutsche Girozentrale
318
DekaBank Deutsche Girozentrale
Germany
$54K – – –
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$45K +$39.3K +1,150 +693%
CFFP
320
Center for Financial Planning
Michigan
$42.7K – – –
WT
321
Whittier Trust
California
$41.2K -$41.2K -1,205 -50%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$41K +$8.6K +251 +27%
AAS
323
Ameritas Advisory Services
Nebraska
$40.6K +$40.6K +1,187 New
SCM
324
Sterling Capital Management
North Carolina
$37.9K +$32.9K +964 +660%
NSIM
325
North Star Investment Management
Illinois
$34.2K – – –
11 12
13
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