411 hedge funds and large institutions have $5.3B invested in Box in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 145 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.63% more ownership

Funds ownership: 101.42%107.05% (+5.6%)

3% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 141

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$338M
Puts
$52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
376
Financial Network Wealth Advisors
Utah
$2.29K
HNB
377
Huntington National Bank
Ohio
$2.26K
CPG
378
Cornerstone Planning Group
New Jersey
$2.21K
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$2.19K
SS
380
Sunbelt Securities
Texas
$1.99K
WA
381
Whipplewood Advisors
Colorado
$1.91K
KG
382
Kilter Group
New York
$1.85K
WA
383
WPG Advisers
Maryland
$1.67K
PWMG
384
Private Wealth Management Group
New Jersey
$1.44K
WTC
385
WhitTier Trust Company
Nevada
$1.36K
BFS
386
Bare Financial Services
Pennsylvania
$1.13K
AGWCA
387
Annis Gardner Whiting Capital Advisors
Florida
$1.09K
FFO
388
Fortitude Family Office
Arizona
$1.02K
PMAM
389
Picton Mahoney Asset Management
Ontario, Canada
$1K
CFD
390
Creative Financial Designs
Indiana
$923
CT
391
Clearstead Trust
Maine
$923
GM
392
GeoWealth Management
Illinois
$888
RAM
393
Riggs Asset Management
Pennsylvania
$855
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$752
SC
395
SouthState Corp
Florida
$616
TWD
396
True Wealth Design
Ohio
$445
Federated Hermes
397
Federated Hermes
Pennsylvania
$444
HI
398
Harbour Investments
Wisconsin
$410
SIC
399
SJS Investment Consulting
Ohio
$376
AWM
400
Atticus Wealth Management
Florida
$376