We are live on ! Find out more

394 hedge funds and large institutions have $3.71B invested in Box in 2026 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,565% more call options, than puts

Call options by funds: $113M | Put options by funds: $6.76M

17% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 130

12% more capital invested

Capital invested by funds: $3.31B → $3.71B (+$406M)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0.05% more ownership

Funds ownership: 100.98%101.02% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 399394 (-5)

Holders
394
Holders Change
-5
Holders Change %
-1.25%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
152
Reduced
130
Closed
55
Calls
$113M
Puts
$6.76M
Net Calls
+$106M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
426
DRW Securities
Illinois
-$210K -8,904 Closed
CIAM
427
Caitong International Asset Management
Hong Kong
-$92.8K -3,926 Closed
MCM
428
MAI Capital Management
Ohio
-$32.3K -1,368 Closed
ACM
429
Aster Capital Management
United Arab Emirates
-$31.2K -1,012 Closed
DWP
430
Destiny Wealth Partners
Florida
-$15K -635 Closed
CA
431
Crewe Advisors
Utah
-$9.39K -397 Closed
AWM
432
Abound Wealth Management
Tennessee
-$6.48K -274 Closed
FPF
433
First Pacific Financial
Washington
-$4.54K -192 Closed
TWC
434
TD Waterhouse Canada
Ontario, Canada
-$4.45K -189 Closed
TPWA
435
Twin Peaks Wealth Advisors
California
-$2.77K -117 Closed
RFP
436
Root Financial Partners
California
-$2.1K -89 Closed
ASN
437
Advisory Services Network
Georgia
-$1.58K -67 Closed
LAS
438
Lloyd Advisory Services
Georgia
-$1.42K -60 Closed
TCM
439
TD Capital Management
Tennessee
-$1.32K -56 Closed
WA
440
Whipplewood Advisors
Colorado
-$1.32K -56 Closed
EC
441
Elequin Capital
New York
-$898 -38 Closed
CTC
442
Central Trust Company
Missouri
-$521 -22 Closed
TWM
443
TopTier Wealth Management
Wisconsin
-$520 -22 Closed
UFF
444
USA Financial Formulas
Michigan
-$378 -16 Closed
DF
445
Dunhill Financial
United Kingdom
-$74 -3 Closed
CW
446
Curio Wealth
Maryland
-$24 -1 Closed
VWM
447
Vermillion Wealth Management
Minnesota
-$24 -1 Closed
NWM
448
Navigoe Wealth Management
California
+$75 +3 New
EA
449
Evolution Advisers
Virginia
+$499 +20 New

BOX Hedge Fund Activity: Q2 2026 in Review

394 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2026, worth a combined $3.71B — up 12% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BOX positions and 55 closed out — a net gain of 3 holders — while 152 added to existing stakes and 130 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $55.5M. The largest seller was Marshall Wace, cutting an estimated $57M.

  • 394 institutional investors held Box (BOX) as of Q2 2026, down from 399 in Q1 2026.
  • Funds reported $3.71B of Box stock for Q2 2026, up 12% quarter-over-quarter.
  • 58 funds opened new Box positions in Q2 2026 and 55 closed out, a net change of +3 holders.
  • The largest Box buyer in Q2 2026 was Alyeska Investment Group, an estimated $55.5M added.
  • The largest Box seller in Q2 2026 was Marshall Wace, an estimated $57M sold.

Based on aggregated 13F filings for Q2 2026.