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Box
BOX

Overview Fund Activity

410 hedge funds and large institutions have $5.29B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
5.5%
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
145
Reduced
140
Closed
42
Calls
$338M
Puts
$52M
Net Calls
+$286M
Net Calls Change
-$8.32M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$59.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$37.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$22.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$26.3M
3
RC
RGM Capital
Florida
-$21.8M
4
Goldman Sachs
Goldman Sachs
New York
-$15.3M
5
SM
Sunriver Management
Connecticut
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
MorganRosel Wealth Management
Colorado
$34.2K – – –
Jones Financial Companies
327
Jones Financial Companies
Missouri
$31.6K +$4.15K +122 +15%
LFG
328
Larson Financial Group
Missouri
$30.5K +$8K +234 +36%
TSMHT
329
Thurston Springer Miller Herd & Titak
Indiana
$29.6K – – –
BMC
330
Bear Mountain Capital
Washington
$28.1K – – –
CIAM
331
Caitong International Asset Management
Hong Kong
$24.7K +$24.4K +713 +7,130%
C
332
Covestor
United Kingdom
$22K -$53.6K -1,519 -71%
AAP
333
Arax Advisory Partners
Colorado
$18.8K +$18.8K +549 New
TPWA
334
Twin Peaks Wealth Advisors
California
$17.5K +$17.5K +563 New
NA
335
NewEdge Advisors
Louisiana
$17.1K – – –
UB
336
UMB Bank
Missouri
$16.4K -$888 -26 -5%
GRP
337
Global Retirement Partners
California
$15K +$15K +439 New
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$15K +$15K +438 New
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$12.3K -$28.6K -837 -70%
BIG
340
Brooklyn Investment Group
New York
$11K +$7.52K +220 +218%
MSG
341
Main Street Group
Virginia
$10.3K – – –
RA
342
Rise Advisors
New York
$9.19K – – –
HFS
343
Hantz Financial Services
Michigan
$9K -$2.87K -82 -24%
WWM
344
Wolff Wiese Magana
California
$8.85K – – –
Ohio Public Employees Retirement System (OPERS)
345
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.54K +$4.31K +126 +102%
RIL
346
Rothschild Investment LLC
Illinois
$7.35K +$1.03K +30 +16%
CWM
347
Centricity Wealth Management
Ohio
$6.83K – – –
OA
348
Operose Advisors
Wisconsin
$6.83K – – –
PFBT
349
Parkside Financial Bank & Trust
Missouri
$6.77K +$786 +23 +13%
OP
350
ORG Partners
Indiana
$6.07K +$6.07K +180 New
12 13
14
15 16