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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
WAM
401
Weiss Asset Management
Massachusetts
-$1.22M -38,568 Closed
UOC
402
UBS O'Connor
Illinois
-$1.03M -32,500 Closed
OQS
403
Occudo Quantitative Strategies
Florida
-$981K -31,040 Closed
MCC
404
Malaga Cove Capital
California
-$809K -25,589 Closed
SPA
405
Sherbrooke Park Advisers
New York
-$787K -24,900 Closed
CCIA
406
Campbell & Co Investment Adviser
Maryland
-$776K -24,562 Closed
EGM
407
Engineers Gate Manager
New York
-$774K -24,490 Closed
FC
408
FORA Capital
Florida
-$524K -16,570 Closed
MC
409
Matisse Capital
Oregon
-$474K -15,000 Closed
PTC
410
Petrus Trust Company
Texas
-$419K -13,264 Closed
GC
411
Guggenheim Capital
Illinois
-$409K -12,933 Closed
Corient Private Wealth
412
Corient Private Wealth
Florida
-$350K -11,075 Closed
GAM
413
Gotham Asset Management
New York
-$307K -9,730 Closed
CIC
414
Cornercap Investment Counsel
Georgia
-$301K -9,521 Closed
QC
415
Quantessence Capital
New York
-$299K -9,472 Closed
BAM
416
Blueshift Asset Management
New Jersey
-$288K -9,119 Closed
CC
417
Centiva Capital
New York
-$258K -8,164 Closed
HIS
418
Horizon Investment Services
Indiana
-$243K -7,689 Closed
HFM
419
Harvest Fund Management
China
-$241K -7,624 Closed
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
-$225K -7,127 Closed
ONB
421
Old National Bancorp
Indiana
-$203K -6,435 Closed
PWM
422
Perigon Wealth Management
California
-$202K -6,414 Closed
BFG
423
Bleakley Financial Group
New Jersey
-$200K -6,334 Closed
HT
424
Headlands Technologies
Illinois
-$184K -5,822 Closed
CFGS
425
Concourse Financial Group Securities
Alabama
-$156K -4,959 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.