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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
AIC
351
Archer Investment Corporation
Indiana
$2.52K
GFA
352
Godfrey Financial Associates
New York
$2.52K
RIL
353
Rothschild Investment LLC
Illinois
$2.5K -$2.02K -81 -46%
NS
354
NBC Securities
Alabama
$2.44K
NWMP
355
Noble Wealth Management PBC
Colorado
$2.42K +$2.27K +91 New
APFP
356
Action Point Financial Planning
Michigan
$2.2K +$2.17K +87 New
CFM
357
Cornerstone Financial Management
Massachusetts
$2.15K +$349 +14 +21%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.12K
WA
359
WPG Advisers
Maryland
$1.99K
CPG
360
Cornerstone Planning Group
New Jersey
$1.96K -$1.5K -60 -47%
MAM
361
Marquette Asset Management
Minnesota
$1.89K +$574 +23 +48%
MCM
362
MV Capital Management
Maryland
$1.78K -$3.62K -145 -68%
IFWM
363
Institute for Wealth Management
Colorado
$1.73K +$1.62K +65 New
FCAS
364
First Command Advisory Services
Texas
$1.62K
KFG
365
Kingdom Financial Group
Arizona
$1.59K
JWA
366
JFS Wealth Advisors
Pennsylvania
$1.54K +$649 +26 +81%
SIC
367
SJS Investment Consulting
Ohio
$1.43K +$1.17K +47 +671%
IRC
368
Investors Research Corp
Georgia
$1.38K
BH
369
Burk Holdings
Oklahoma
$1.33K
PMFA
370
Plante Moran Financial Advisors
Michigan
$1.27K +$1.2K +48 New
Vanguard National Trust
371
Vanguard National Trust
Pennsylvania
$1.09K
CAL
372
Capital Advisors Ltd
Ohio
$1K -$5.92K -237 -86%
CA
373
CoreCap Advisors
Michigan
$982 +$799 +32 +640%
AW
374
Ankerstar Wealth
Texas
$823 -$449 -18 -37%
AWM
375
Activest Wealth Management
Florida
$823 +$399 +16 +107%

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.