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392 hedge funds and large institutions have $4.53B invested in Box in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $315M | Put options by funds: $21M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

0.18% less ownership

Funds ownership: 102.24%102.06% (-0.18%)

2% less capital invested

Capital invested by funds: $4.64B → $4.53B (-$114M)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

2% less funds holding

Funds holding: 399392 (-7)

Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
146
Reduced
141
Closed
48
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
326
Hexagon Capital Partners
Arkansas
$9.2K +$907 +28 +10%
RA
327
Rise Advisors
New York
$8.3K +$8.71K +269 New
WWM
328
Wolff Wiese Magana
California
$7.99K -$15.2K -468 -64%
CCM
329
Copeland Capital Management
Pennsylvania
$7.25K +$7.61K +235 New
CWM
330
Centricity Wealth Management
Ohio
$6.17K
OA
331
Operose Advisors
Wisconsin
$6.17K
RIL
332
Rothschild Investment LLC
Illinois
$5.71K +$2.43K +75 +68%
WT
333
Washington Trust
Rhode Island
$5.68K +$32 +1 +0.5%
CIA
334
Cape Investment Advisory
Georgia
$5.43K
SSB
335
Sandy Spring Bank
Maryland
$5.4K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$5.4K +$2.07K +64 +58%
LC
337
Lindbrook Capital
California
$5.37K +$162 +5 +3%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$5.12K
FA
339
Financial Avengers
California
$4.63K
W
340
WealthCollab
Washington
$4.54K
SCM
341
Sterling Capital Management
North Carolina
$4.51K
PS
342
Principal Securities
Iowa
$4.2K
HWM
343
Hemington Wealth Management
Virginia
$4K +$1.75K +54 +56%
VWWMG
344
Vermillion & White Wealth Management Group
Pennsylvania
$3.89K +$4.08K +126 New
IA
345
IFP Advisors
Florida
$3.86K +$3.53K +109 New
Ohio Public Employees Retirement System (OPERS)
346
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.83K +$4.02K +124 New
SC
347
SouthState Corp
Florida
$3.64K +$3.82K +118 New
HC
348
Hurley Capital
New York
$3.58K
EWA
349
EverSource Wealth Advisors
Alabama
$3.33K -$939 -29 -21%
S
350
SignatureFD
Georgia
$3.33K

BOX Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2025, worth a combined $4.53B — down 2.4% from $4.64B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BOX and 45 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 146 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $35.6M.

  • 392 institutional investors held Box (BOX) as of Q1 2025, down from 399 in Q4 2024.
  • Funds reported $4.53B of Box stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 45 funds opened new Box positions in Q1 2025 and 48 closed out, a net change of -3 holders.
  • The largest Box buyer in Q1 2025 was Two Sigma Advisers, an estimated $47.9M added.
  • The largest Box seller in Q1 2025 was Jacobs Levy Equity Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2025.