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394 hedge funds and large institutions have $3.71B invested in Box in 2026 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,565% more call options, than puts

Call options by funds: $113M | Put options by funds: $6.76M

17% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 130

12% more capital invested

Capital invested by funds: $3.31B → $3.71B (+$406M)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0.05% more ownership

Funds ownership: 100.98%101.02% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 399394 (-5)

Holders
394
Holders Change
-5
Holders Change %
-1.25%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
152
Reduced
130
Closed
55
Calls
$113M
Puts
$6.76M
Net Calls
+$106M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Harbour Investments
Wisconsin
$9.08K +$50 +2 +0.6%
MA
327
MCF Advisors
Kentucky
$8.71K
OCWP
328
Owl Creek Wealth Partners
Colorado
$8.49K
MSG
329
Main Street Group
Virginia
$7.96K
WWM
330
Wolff Wiese Magana
California
$6.87K
PMAM
331
Picton Mahoney Asset Management
Ontario, Canada
$5.36K -$368K -14,753 -99%
SGK
332
Steigerwald Gordon & Koch
Virginia
$5.31K
HNB
333
Huntington National Bank
Ohio
$5.12K +$4.79K +192 +19,200%
HNW
334
High Note Wealth
Minnesota
$4.96K +$624 +25 +15%
KFAS
335
Keating Financial Advisory Services
Kansas
$4.78K +$3.69K +148 +463%
AUB
336
Atlantic Union Bankshares
Virginia
$4.64K
CFO
337
CVA Family Office
Colorado
$4.35K +$699 +28 +21%
RWM
338
Rialto Wealth Management
New York
$4.01K +$3.22K +129 +586%
AW
339
Avion Wealth
Texas
$4K +$2.07K +83 +111%
FA
340
Financial Avengers
California
$3.98K
FFO
341
Fortitude Family Office
Arizona
$3.9K +$3.32K +133 +950%
PP
342
PFS Partners
New Jersey
$3.35K
MG
343
Mather Group
Illinois
$3.24K -$9.91K -397 -76%
ZBNA
344
Zions Bancorporation, National Association
Utah
$3.1K
HC
345
Hurley Capital
New York
$3.08K
TWD
346
True Wealth Design
Ohio
$3.03K +$2.47K +99 +660%
PWA
347
Physician Wealth Advisors
Utah
$2.95K +$674 +27 +32%
SWM
348
Spire Wealth Management
Virginia
$2.79K +$125 +5 +5%
TFA
349
Transamerica Financial Advisors
Florida
$2.68K +$1.22K +49 +94%
KFI
350
Key Financial Inc
Pennsylvania
$2.65K

BOX Hedge Fund Activity: Q2 2026 in Review

394 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2026, worth a combined $3.71B — up 12% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BOX positions and 55 closed out — a net gain of 3 holders — while 152 added to existing stakes and 130 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $55.5M. The largest seller was Marshall Wace, cutting an estimated $57M.

  • 394 institutional investors held Box (BOX) as of Q2 2026, down from 399 in Q1 2026.
  • Funds reported $3.71B of Box stock for Q2 2026, up 12% quarter-over-quarter.
  • 58 funds opened new Box positions in Q2 2026 and 55 closed out, a net change of +3 holders.
  • The largest Box buyer in Q2 2026 was Alyeska Investment Group, an estimated $55.5M added.
  • The largest Box seller in Q2 2026 was Marshall Wace, an estimated $57M sold.

Based on aggregated 13F filings for Q2 2026.