395 hedge funds and large institutions have $3.3B invested in Box in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 118 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

4% less funds holding

Funds holding: 411395 (-16)

24% less capital invested

Capital invested by funds: $4.33B → $3.3B (-$1.04B)

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81M
Puts
$7.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
401
Nearwater Capital Markets
Ireland
PCM
402
Peregrine Capital Management
Minnesota
OAM
403
OP Asset Management
Allianz Asset Management
404
Allianz Asset Management
Germany
BA
405
Bridgewater Associates
Connecticut
ECM
406
ExodusPoint Capital Management
New York
CP
407
CenterBook Partners
Connecticut
SM
408
Sciencast Management
New Jersey
WB
409
WesBanco Bank
West Virginia
FISPB
410
Fideuram - Intesa Sanpaolo Private Banking
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
Parallax Volatility Advisers
412
Parallax Volatility Advisers
California
IQI
413
Integrated Quantitative Investments
Washington
HSA
414
Hussman Strategic Advisors
Maryland
Stifel Financial
415
Stifel Financial
Missouri
VI
416
Versor Investments
New York
Holocene Advisors
417
Holocene Advisors
New York
SPS
418
Susquehanna Portfolio Strategies
Pennsylvania
BAM
419
Blueshift Asset Management
New Jersey
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
Commonwealth Equity Services
421
Commonwealth Equity Services
Massachusetts
LCM
422
Laurion Capital Management
New York
Pathstone Holdings
423
Pathstone Holdings
New Jersey
AI
424
Atria Investments
North Carolina
GWM
425
Gibbs Wealth Management
Georgia