385 hedge funds and large institutions have $4.5B invested in Box in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
144
Reduced
137
Closed
49
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
351
Highline Wealth Partners
California
$2.59K +$2.59K +84 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$2.47K
NC
353
NewSquare Capital
Pennsylvania
$2.35K +$2.35K +76 New
AIM
354
Anchor Investment Management
South Carolina
$2.32K
JWA
355
JFS Wealth Advisors
Pennsylvania
$2.28K +$123 +4 +6%
AF
356
Allworth Financial
California
$2.19K +$246 +8 +13%
FNWA
357
Financial Network Wealth Advisors
Utah
$2.07K +$2.07K +67 New
HNB
358
Huntington National Bank
Ohio
$2.04K +$1.76K +57 +633%
MCM
359
Manchester Capital Management
Vermont
$2.01K +$339 +11 +20%
WA
360
Whipplewood Advisors
Colorado
$1.73K +$1.59K +653 +1,166%
GSWM
361
Golden State Wealth Management
California
$1.54K
PWMG
362
Private Wealth Management Group
New Jersey
$1.3K
FHA
363
First Horizon Advisors
Tennessee
$1.27K
PMAM
364
Picton Mahoney Asset Management
Ontario, Canada
$1K
SS
365
Sunbelt Securities
Texas
$926 -$1.02K -33 -52%
SC
366
Stephens Consulting
Michigan
$926 +$926 +30 New
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$909 -$12.8K -450 -93%
CFD
368
Creative Financial Designs
Indiana
$833 -$833 -27 -50%
AssetMark Inc
369
AssetMark Inc
California
$802 -$4.81K -156 -86%
RAM
370
Riggs Asset Management
Pennsylvania
$772
GFPC
371
Global Financial Private Client
Florida
$679 +$494 +16 +267%
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$587
SIC
373
SJS Investment Consulting
Ohio
$525 -$124 -4 -19%
TWD
374
True Wealth Design
Ohio
$402 +$402 +13 New
GM
375
GeoWealth Management
Illinois
$401 -$740 -24 -65%