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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 %
HNB
376
Huntington National Bank
Ohio
$2.26K – – –
CPG
377
Cornerstone Planning Group
New Jersey
$2.21K +$1.89K +60 +600%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$2.19K +$1.09K +32 +100%
SS
379
Sunbelt Securities
Texas
$1.99K +$1.04K +33 +110%
WA
380
Whipplewood Advisors
Colorado
$1.91K -$22.3K -653 -92%
KG
381
Kilter Group
New York
$1.85K +$1.85K +54 New
WA
382
WPG Advisers
Maryland
$1.67K +$1.67K +49 New
PWMG
383
Private Wealth Management Group
New Jersey
$1.44K – – –
WTC
384
WhitTier Trust Company
Nevada
$1.36K +$1.36K +40 New
BFS
385
Bare Financial Services
Pennsylvania
$1.13K +$1.13K +33 New
AGWCA
386
Annis Gardner Whiting Capital Advisors
Florida
$1.09K +$1.09K +32 New
FFO
387
Fortitude Family Office
Arizona
$1.03K +$1.03K +30 New
PMAM
388
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CFD
389
Creative Financial Designs
Indiana
$923 – – –
CT
390
Clearstead Trust
Maine
$923 +$923 +27 New
GM
391
GeoWealth Management
Illinois
$888 +$444 +13 +100%
RAM
392
Riggs Asset Management
Pennsylvania
$855 – – –
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$752 +$103 +3 +16%
SC
394
SouthState Corp
Florida
$616 -$3.42K -100 -85%
TWD
395
True Wealth Design
Ohio
$445 – – –
Federated Hermes
396
Federated Hermes
Pennsylvania
$444 -$199K -5,817 -100%
HI
397
Harbour Investments
Wisconsin
$410 – – –
SIC
398
SJS Investment Consulting
Ohio
$376 -$205 -6 -35%
AWM
399
Atticus Wealth Management
Florida
$376 +$376 +11 New
BHWM
400
Bay Harbor Wealth Management
Maryland
$273 +$102 +3 +60%
14 15
16
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