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392 hedge funds and large institutions have $4.53B invested in Box in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $315M | Put options by funds: $21M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

0.18% less ownership

Funds ownership: 102.24%102.06% (-0.18%)

2% less capital invested

Capital invested by funds: $4.64B → $4.53B (-$114M)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

2% less funds holding

Funds holding: 399392 (-7)

Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
5.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
146
Reduced
141
Closed
48
Calls
$315M
Puts
$21M
Net Calls
+$294M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
376
Riggs Asset Management
Pennsylvania
$772
APW
377
Aventura Private Wealth
Florida
$679
GFPC
378
Global Financial Private Client
Florida
$679 +$518 +16 +267%
DPW
379
DiNuzzo Private Wealth
Pennsylvania
$587
SIC
380
SJS Investment Consulting
Ohio
$525 -$130 -4 -19%
TWD
381
True Wealth Design
Ohio
$402 +$421 +13 New
GM
382
GeoWealth Management
Illinois
$401 -$777 -24 -65%
HI
383
Harbour Investments
Wisconsin
$370
CIAM
384
Caitong International Asset Management
Hong Kong
$309 -$9.1K -281 -97%
CPG
385
Cornerstone Planning Group
New Jersey
$303
MCM
386
MV Capital Management
Maryland
$217
AWM
387
Abound Wealth Management
Tennessee
$186 -$65 -2 -25%
BHWM
388
Bay Harbor Wealth Management
Maryland
$154 +$162 +5 New
CA
389
CoreCap Advisors
Michigan
$154 +$162 +5 New
PWM
390
Parkworth Wealth Management
California
$93
HIA
391
HFM Investment Advisors
New Jersey
$62 +$65 +2 New
Caisse de Depot et Placement du Quebec (CDPQ)
392
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$13.3M -420,907 Closed
Assenagon Asset Management
393
Assenagon Asset Management
Luxembourg
-$10.9M -343,875 Closed
BHWA
394
Beacon Harbor Wealth Advisors
Virginia
-$6M -189,765 Closed
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
-$4.34M -137,430 Closed
Simplex Trading
396
Simplex Trading
Illinois
-$3.99M -123,137 Closed
BA
397
Bridgewater Associates
Connecticut
-$3.62M -114,686 Closed
Massachusetts Financial Services
398
Massachusetts Financial Services
Massachusetts
-$3.21M -101,468 Closed
FCM
399
Fieldview Capital Management
Michigan
-$3.07M -97,095 Closed
GCM
400
Graham Capital Management
Connecticut
-$1.61M -51,055 Closed

BOX Hedge Fund Activity: Q1 2025 in Review

392 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2025, worth a combined $4.53B — down 2.4% from $4.64B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BOX and 45 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 146 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $35.6M.

  • 392 institutional investors held Box (BOX) as of Q1 2025, down from 399 in Q4 2024.
  • Funds reported $4.53B of Box stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 45 funds opened new Box positions in Q1 2025 and 48 closed out, a net change of -3 holders.
  • The largest Box buyer in Q1 2025 was Two Sigma Advisers, an estimated $47.9M added.
  • The largest Box seller in Q1 2025 was Jacobs Levy Equity Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2025.