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398 hedge funds and large institutions have $3.31B invested in Box in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 72 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: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 412398 (-14)

24% less capital invested

Capital invested by funds: $4.33B → $3.31B (-$1.03B)

Holders
398
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
MSG
326
Main Street Group
Virginia
$7.09K
CAL
327
Capital Advisors Ltd
Ohio
$7K
AWM
328
Abound Wealth Management
Tennessee
$6.48K
WWM
329
Wolff Wiese Magana
California
$6.12K
MCM
330
MV Capital Management
Maryland
$5.01K
SGK
331
Steigerwald Gordon & Koch
Virginia
$4.73K
FPF
332
First Pacific Financial
Washington
$4.54K
TWC
333
TD Waterhouse Canada
Ontario, Canada
$4.45K
AssetMark Inc
334
AssetMark Inc
California
$4.25K
EP
335
Essential Partners
California
$4.16K
AUB
336
Atlantic Union Bankshares
Virginia
$4.14K
RIL
337
Rothschild Investment LLC
Illinois
$4.14K
HNW
338
High Note Wealth
Minnesota
$3.83K
FA
339
Financial Avengers
California
$3.55K
CPG
340
Cornerstone Planning Group
New Jersey
$3.25K
CFO
341
CVA Family Office
Colorado
$3.21K
PP
342
PFS Partners
New Jersey
$2.98K
TPWA
343
Twin Peaks Wealth Advisors
California
$2.77K
ZBNA
344
Zions Bancorporation, National Association
Utah
$2.77K
HC
345
Hurley Capital
New York
$2.74K
QL
346
Quarry LP
New York
$2.55K
SWM
347
Spire Wealth Management
Virginia
$2.36K
KFI
348
Key Financial Inc
Pennsylvania
$2.36K
AIC
349
Archer Investment Corporation
Indiana
$2.25K
GFA
350
Godfrey Financial Associates
New York
$2.25K