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398 hedge funds and large institutions have $3.31B invested in Box in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 72 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: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 412398 (-14)

24% less capital invested

Capital invested by funds: $4.33B → $3.31B (-$1.03B)

Holders
398
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
CFFP
301
Center for Financial Planning
Michigan
$29.6K
WT
302
Whittier Trust
California
$29.1K
ERSOT
303
Employees Retirement System of Texas
Texas
$26K
NSIM
304
North Star Investment Management
Illinois
$25.2K
ECSS
305
Eurizon Capital SGR SpA
$23.7K
W
306
WealthCollab
Washington
$22.9K
LFG
307
Larson Financial Group
Missouri
$21.7K
BMC
308
Bear Mountain Capital
Washington
$20.8K
SAM
309
Smartleaf Asset Management
Massachusetts
$19.5K
Los Angeles Capital Management
310
Los Angeles Capital Management
California
$16.7K
HPBT
311
Hickory Point Bank & Trust
Illinois
$16.5K
Ohio Public Employees Retirement System (OPERS)
312
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K
UB
313
UMB Bank
Missouri
$15.4K
DWP
314
Destiny Wealth Partners
Florida
$15K
KG
315
Kilter Group
New York
$12.7K
GCP
316
Gill Capital Partners
Colorado
$12.4K
MG
317
Mather Group
Illinois
$12.3K
NA
318
NewEdge Advisors
Louisiana
$11.8K
CA
319
Crewe Advisors
Utah
$9.39K
BFS
320
Bare Financial Services
Pennsylvania
$8.84K
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$8.63K
HI
322
Harbour Investments
Wisconsin
$8.04K
BIA
323
Bell Investment Advisors
California
$7.83K
MA
324
MCF Advisors
Kentucky
$7.75K
OCWP
325
Owl Creek Wealth Partners
Colorado
$7.57K