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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
NS
351
NBC Securities
Alabama
$2.17K
RFP
352
Root Financial Partners
California
$2.1K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$1.99K
PWA
354
Physician Wealth Advisors
Utah
$1.99K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.89K
AIM
356
Anchor Investment Management
South Carolina
$1.77K
WA
357
WPG Advisers
Maryland
$1.77K
CFM
358
Cornerstone Financial Management
Massachusetts
$1.58K
ASN
359
Advisory Services Network
Georgia
$1.58K
AAP
360
Arax Advisory Partners
Colorado
$1.5K
FCAS
361
First Command Advisory Services
Texas
$1.44K
KFG
362
Kingdom Financial Group
Arizona
$1.42K
LAS
363
Lloyd Advisory Services
Georgia
$1.42K
TCM
364
TD Capital Management
Tennessee
$1.32K
WA
365
Whipplewood Advisors
Colorado
$1.32K
IRC
366
Investors Research Corp
Georgia
$1.23K
TFA
367
Transamerica Financial Advisors
Florida
$1.23K
BH
368
Burk Holdings
Oklahoma
$1.18K
AW
369
Ankerstar Wealth
Texas
$1.16K
MAM
370
Marquette Asset Management
Minnesota
$1.14K
AW
371
Avion Wealth
Texas
$1K
VNT
372
Vanguard National Trust
Pennsylvania
$969
EC
373
Elequin Capital
New York
$898
JWA
374
JFS Wealth Advisors
Pennsylvania
$757
KFAS
375
Keating Financial Advisory Services
Kansas
$756