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394 hedge funds and large institutions have $3.71B invested in Box in 2026 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,565% more call options, than puts

Call options by funds: $113M | Put options by funds: $6.76M

17% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 130

12% more capital invested

Capital invested by funds: $3.31B → $3.71B (+$406M)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0.05% more ownership

Funds ownership: 100.98%101.02% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 399394 (-5)

Holders
394
Holders Change
-5
Holders Change %
-1.25%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
152
Reduced
130
Closed
55
Calls
$113M
Puts
$6.76M
Net Calls
+$106M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Salomon & Ludwin
Virginia
$24K -$26.1K -1,045 -54%
SCM
302
Sterling Capital Management
North Carolina
$23.5K -$21.6K -866 -49%
Ohio Public Employees Retirement System (OPERS)
303
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.3K +$4.62K +185 +27%
UB
304
UMB Bank
Missouri
$22.9K +$5.24K +210 +32%
SAM
305
Smartleaf Asset Management
Massachusetts
$22.2K
BFS
306
Bare Financial Services
Pennsylvania
$20.2K +$9.68K +388 +104%
TCOT
307
Trust Company of Toledo
Ohio
$20.1K +$18.9K +756 New
Los Angeles Capital Management
308
Los Angeles Capital Management
California
$18.8K
HPBT
309
Hickory Point Bank & Trust
Illinois
$18.6K
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$17.9K +$16.8K +673 New
W
311
WealthCollab
Washington
$17.8K -$7.46K -299 -31%
EP
312
Essential Partners
California
$17.4K +$11.9K +478 +272%
CA
313
Clearstead Advisors
Ohio
$14.6K +$13.8K +551 New
AssetMark Inc
314
AssetMark Inc
California
$14.4K +$9.04K +362 +201%
KAS
315
Kemnay Advisory Services
New York
$14K -$44.4K -1,778 -77%
C
316
Covestor
United Kingdom
$14K -$31.8K -1,276 -71%
GCP
317
Gill Capital Partners
Colorado
$13.9K
NA
318
NewEdge Advisors
Louisiana
$13.3K
Optiver Holding
319
Optiver Holding
Netherlands
$13.2K +$12.4K +496 New
HFS
320
Hughes Financial Services
Virginia
$12.6K -$25.6K -1,026 -68%
FAM
321
Fulcrum Asset Management
United Kingdom
$12.4K +$11.7K +468 New
LFG
322
Larson Financial Group
Missouri
$11.7K -$12K -480 -52%
FMP
323
Financial Management Professionals
Texas
$10.6K +$9.98K +400 New
BIA
324
Bell Investment Advisors
California
$9.74K +$898 +36 +11%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$9.47K -$200 -8 -2%

BOX Hedge Fund Activity: Q2 2026 in Review

394 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2026, worth a combined $3.71B — up 12% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BOX positions and 55 closed out — a net gain of 3 holders — while 152 added to existing stakes and 130 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $55.5M. The largest seller was Marshall Wace, cutting an estimated $57M.

  • 394 institutional investors held Box (BOX) as of Q2 2026, down from 399 in Q1 2026.
  • Funds reported $3.71B of Box stock for Q2 2026, up 12% quarter-over-quarter.
  • 58 funds opened new Box positions in Q2 2026 and 55 closed out, a net change of +3 holders.
  • The largest Box buyer in Q2 2026 was Alyeska Investment Group, an estimated $55.5M added.
  • The largest Box seller in Q2 2026 was Marshall Wace, an estimated $57M sold.

Based on aggregated 13F filings for Q2 2026.