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Box
BOX

Overview Fund Activity

410 hedge funds and large institutions have $5.29B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 145 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
145
Reduced
140
Closed
42
Calls
$338M
Puts
$52M
Net Calls
+$286M
Net Calls Change
-$8.32M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$59.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$37.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$22.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$26.3M
3
RC
RGM Capital
Florida
-$21.8M
4
Goldman Sachs
Goldman Sachs
New York
-$15.3M
5
SM
Sunriver Management
Connecticut
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
351
Atlantic Union Bankshares
Virginia
$5.98K +$5.98K +175 New
FA
352
Financial Avengers
California
$5.13K – – –
AF
353
Allworth Financial
California
$5.09K +$2.67K +78 +110%
W
354
WealthCollab
Washington
$5.02K – – –
HWM
355
Hemington Wealth Management
Virginia
$5K -$68 -2 -1%
PS
356
Principal Securities
Iowa
$4.55K – – –
S
357
SignatureFD
Georgia
$4.48K +$786 +23 +21%
VWWMG
358
Vermillion & White Wealth Management Group
Pennsylvania
$4.37K +$68 +2 +2%
PP
359
PFS Partners
New Jersey
$4.31K +$4.31K +126 New
HC
360
Hurley Capital
New York
$3.96K – – –
BCWM
361
Bartlett & Co Wealth Management
Ohio
$3.9K +$3.9K +114 New
SWM
362
Spire Wealth Management
Virginia
$3.83K -$15.2K -446 -80%
GWSG
363
GPS Wealth Strategies Group
Colorado
$3.62K – – –
KFI
364
Key Financial Inc
Pennsylvania
$3.42K – – –
AIC
365
Archer Investment Corporation
Indiana
$3.25K – – –
IA
366
IFP Advisors
Florida
$3.04K -$683 -20 -18%
HWP
367
Highline Wealth Partners
California
$2.87K – – –
JWA
368
JFS Wealth Advisors
Pennsylvania
$2.84K +$308 +9 +12%
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.73K – – –
NC
370
NewSquare Capital
Pennsylvania
$2.6K – – –
MCM
371
Manchester Capital Management
Vermont
$2.6K +$376 +11 +17%
AssetMark Inc
372
AssetMark Inc
California
$2.6K +$1.71K +50 +192%
AIM
373
Anchor Investment Management
South Carolina
$2.56K – – –
BIA
374
Bell Investment Advisors
California
$2.43K -$1.03K -30 -30%
FNWA
375
Financial Network Wealth Advisors
Utah
$2.29K – – –
13 14
15
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