385 hedge funds and large institutions have $4.5B invested in Box in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
144
Reduced
137
Closed
49
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
326
Rothschild Investment LLC
Illinois
$5.71K +$2.31K +75 +68%
WT
327
Washington Trust
Rhode Island
$5.68K +$31 +1 +0.5%
CIA
328
Cape Investment Advisory
Georgia
$5.43K
SSB
329
Sandy Spring Bank
Maryland
$5.4K
PFBT
330
Parkside Financial Bank & Trust
Missouri
$5.4K +$1.98K +64 +58%
LC
331
Lindbrook Capital
California
$5.37K +$154 +5 +3%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$5.12K
FA
333
Financial Avengers
California
$4.63K
W
334
WealthCollab
Washington
$4.54K
SCM
335
Sterling Capital Management
North Carolina
$4.51K
PS
336
Principal Securities
Iowa
$4.2K
HWM
337
Hemington Wealth Management
Virginia
$4K +$1.44K +54 +56%
VWWMG
338
Vermillion & White Wealth Management Group
Pennsylvania
$3.89K +$3.89K +126 New
IA
339
IFP Advisors
Florida
$3.86K +$3.86K +109 New
Ohio Public Employees Retirement System (OPERS)
340
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.83K +$3.83K +124 New
SC
341
SouthState Corp
Florida
$3.64K +$3.64K +118 New
HC
342
Hurley Capital
New York
$3.58K
EWA
343
EverSource Wealth Advisors
Alabama
$3.33K -$895 -29 -21%
S
344
SignatureFD
Georgia
$3.33K
GWSG
345
GPS Wealth Strategies Group
Colorado
$3.27K
BIA
346
Bell Investment Advisors
California
$3.12K +$926 +30 +42%
BIG
347
Brooklyn Investment Group
New York
$3.12K +$3.12K +101 New
KFI
348
Key Financial Inc
Pennsylvania
$3.09K
AIC
349
Archer Investment Corporation
Indiana
$2.93K
CWC
350
Carolinas Wealth Consulting
North Carolina
$2.81K