395 hedge funds and large institutions have $3.3B invested in Box in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 118 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

4% less funds holding

Funds holding: 411395 (-16)

24% less capital invested

Capital invested by funds: $4.33B → $3.3B (-$1.04B)

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81M
Puts
$7.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$25.2K
ECSS
302
Eurizon Capital SGR SpA
$23.7K
W
303
WealthCollab
Washington
$22.9K
LFG
304
Larson Financial Group
Missouri
$21.7K
BMC
305
Bear Mountain Capital
Washington
$20.8K
SAM
306
Smartleaf Asset Management
Massachusetts
$19.5K
Los Angeles Capital Management
307
Los Angeles Capital Management
California
$16.7K
HPBT
308
Hickory Point Bank & Trust
Illinois
$16.5K
Ohio Public Employees Retirement System (OPERS)
309
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K
UB
310
UMB Bank
Missouri
$15.4K
DWP
311
Destiny Wealth Partners
Florida
$15K
KG
312
Kilter Group
New York
$12.7K
GCP
313
Gill Capital Partners
Colorado
$12.4K
MG
314
Mather Group
Illinois
$12.3K
CA
315
Crewe Advisors
Utah
$9.39K
BFS
316
Bare Financial Services
Pennsylvania
$8.84K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$8.63K
HI
318
Harbour Investments
Wisconsin
$8.04K
BIA
319
Bell Investment Advisors
California
$7.83K
MA
320
MCF Advisors
Kentucky
$7.75K
OCWP
321
Owl Creek Wealth Partners
Colorado
$7.57K
MSG
322
Main Street Group
Virginia
$7.09K
CAL
323
Capital Advisors Ltd
Ohio
$7K
AWM
324
Abound Wealth Management
Tennessee
$6.48K
WWM
325
Wolff Wiese Magana
California
$6.12K