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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
GWSG
351
GPS Wealth Strategies Group
Colorado
$3.27K
BIA
352
Bell Investment Advisors
California
$3.12K +$972 +30 +42%
BIG
353
Brooklyn Investment Group
New York
$3.12K +$3.27K +101 New
KFI
354
Key Financial Inc
Pennsylvania
$3.09K
AIC
355
Archer Investment Corporation
Indiana
$2.93K
CWC
356
Carolinas Wealth Consulting
North Carolina
$2.81K
HWP
357
Highline Wealth Partners
California
$2.59K +$2.72K +84 New
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.47K
NC
359
NewSquare Capital
Pennsylvania
$2.35K +$2.46K +76 New
AIM
360
Anchor Investment Management
South Carolina
$2.31K
JWA
361
JFS Wealth Advisors
Pennsylvania
$2.28K +$130 +4 +6%
AF
362
Allworth Financial
California
$2.19K +$259 +8 +13%
FNWA
363
Financial Network Wealth Advisors
Utah
$2.07K +$2.17K +67 New
HNB
364
Huntington National Bank
Ohio
$2.04K +$1.85K +57 +633%
MCM
365
Manchester Capital Management
Vermont
$2.01K +$356 +11 +20%
WA
366
Whipplewood Advisors
Colorado
$1.73K +$21.2K +653 +1,166%
GSWM
367
Golden State Wealth Management
California
$1.54K
PWMG
368
Private Wealth Management Group
New Jersey
$1.3K
FHA
369
First Horizon Advisors
Tennessee
$1.26K
PMAM
370
Picton Mahoney Asset Management
Ontario, Canada
$1K
SS
371
Sunbelt Securities
Texas
$926 -$1.07K -33 -52%
SC
372
Stephens Consulting
Michigan
$926 +$972 +30 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$909 -$14.6K -450 -93%
CFD
374
Creative Financial Designs
Indiana
$833 -$875 -27 -50%
AssetMark Inc
375
AssetMark Inc
California
$802 -$5.05K -156 -86%

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.