407 hedge funds and large institutions have $5.25B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 138 reducing their positions, and 42 closing their positions.

Holders
407
Holders Change
+22
Holders Change %
+5.71%
% of All Funds
5.46%
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
144
Reduced
138
Closed
42
Calls
$325M
Puts
$43.7M
Net Calls
+$282M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
LFG
326
Larson Financial Group
Missouri
$30.5K 893 +234 +36%
TSMHT
327
Thurston Springer Miller Herd & Titak
Indiana
$29.6K 865
BMC
328
Bear Mountain Capital
Washington
$28.1K 867
CIAM
329
Caitong International Asset Management
Hong Kong
$24.7K 723 +713 +7,130%
C
330
Covestor
United Kingdom
$22K 623 -1,519 -71%
AAP
331
Arax Advisory Partners
Colorado
$18.8K 549 +549 New
TPWA
332
Twin Peaks Wealth Advisors
California
$17.5K 563 +563 New
NA
333
NewEdge Advisors
Louisiana
$17.1K 500
UB
334
UMB Bank
Missouri
$16.4K 480 -26 -5%
GRP
335
Global Retirement Partners
California
$15K 439 +439 New
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$15K 438 +438 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$12.3K 360 -837 -70%
BIG
338
Brooklyn Investment Group
New York
$11K 321 +220 +218%
MSG
339
Main Street Group
Virginia
$10.3K 300
RA
340
Rise Advisors
New York
$9.19K 269
HFS
341
Hantz Financial Services
Michigan
$9K 257 -82 -24%
WWM
342
Wolff Wiese Magana
California
$8.85K 259
Ohio Public Employees Retirement System (OPERS)
343
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.54K 250 +126 +102%
RIL
344
Rothschild Investment LLC
Illinois
$7.35K 215 +30 +16%
CWM
345
Centricity Wealth Management
Ohio
$6.83K 200
OA
346
Operose Advisors
Wisconsin
$6.83K 200
PFBT
347
Parkside Financial Bank & Trust
Missouri
$6.77K 198 +23 +13%
OP
348
ORG Partners
Indiana
$6.07K 180 +180 New
AUB
349
Atlantic Union Bankshares
Virginia
$5.98K 175 +175 New
FA
350
Financial Avengers
California
$5.13K 150