395 hedge funds and large institutions have $3.3B invested in Box in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 118 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

4% less funds holding

Funds holding: 411395 (-16)

24% less capital invested

Capital invested by funds: $4.33B → $3.3B (-$1.04B)

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81M
Puts
$7.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MV Capital Management
Maryland
$5.01K
SGK
327
Steigerwald Gordon & Koch
Virginia
$4.73K
FPF
328
First Pacific Financial
Washington
$4.54K
TWC
329
TD Waterhouse Canada
Ontario, Canada
$4.45K
AssetMark Inc
330
AssetMark Inc
California
$4.25K
EPL
331
Essential Partners LLC
California
$4.16K
AUB
332
Atlantic Union Bankshares
Virginia
$4.14K
RIL
333
Rothschild Investment LLC
Illinois
$4.14K
HNW
334
High Note Wealth
Minnesota
$3.83K
FA
335
Financial Avengers
California
$3.55K
CPG
336
Cornerstone Planning Group
New Jersey
$3.25K
CFO
337
CVA Family Office
Colorado
$3.21K
PP
338
PFS Partners
New Jersey
$2.98K
TPWA
339
Twin Peaks Wealth Advisors
California
$2.77K
ZBNA
340
Zions Bancorporation, National Association
Utah
$2.77K
HC
341
Hurley Capital
New York
$2.74K
WWM
342
Western Wealth Management
Colorado
$2.72K
QL
343
Quarry LP
New York
$2.55K
SWM
344
Spire Wealth Management
Virginia
$2.36K
KFI
345
Key Financial Inc
Pennsylvania
$2.36K
GFA
346
Godfrey Financial Associates
New York
$2.25K
AIC
347
Archer Investment Corporation
Indiana
$2.25K
NS
348
NBC Securities
Alabama
$2.17K
RFP
349
Root Financial Partners
California
$2.1K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$1.99K