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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
Citadel Advisors
26
Citadel Advisors
Florida
$43.9M +$29.7M +917,446 +181%
Charles Schwab
27
Charles Schwab
California
$42.7M -$536K -16,547 -1%
First Trust Advisors
28
First Trust Advisors
Illinois
$42.5M +$347K +10,709 +0.8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$39.5M -$798K -24,635 -2%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$33M +$805K +24,862 +2%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$31.9M +$1.06M +32,708 +3%
ACB
32
Aristotle Capital Boston
Massachusetts
$30.1M -$7.18M -221,510 -19%
Goldman Sachs
33
Goldman Sachs
New York
$30M -$9.67M -298,362 -24%
Fisher Asset Management
34
Fisher Asset Management
Washington
$24.8M -$1.75M -53,977 -6%
Principal Financial Group
35
Principal Financial Group
Iowa
$24.7M +$730K +22,526 +3%
JAM
36
Jupiter Asset Management
United Kingdom
$23.7M +$23.4K +722 +0.1%
Ameriprise
37
Ameriprise
Minnesota
$22.4M -$3.91M -120,696 -14%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$21.3M -$8.09M -249,860 -27%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$20.2M +$20.8K +642 +0.1%
Victory Capital Management
40
Victory Capital Management
Texas
$20.1M +$2.21M +68,126 +12%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$19.7M +$964K +29,758 +5%
MMA
42
Mizuho Markets Americas
New York
$19M +$735K +22,700 +4%
OAM
43
Oberweis Asset Management
Illinois
$18.4M +$1.25M +38,600 +7%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$17.8M +$2.74M +84,660 +17%
Invesco
45
Invesco
Georgia
$17.5M +$1.4M +43,355 +8%
Norges Bank
46
Norges Bank
Norway
$16.8M -$13M -402,739 -42%
PCM
47
Peregrine Capital Management
Minnesota
$16.6M +$573K +17,697 +3%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M +$5.26M +162,238 +45%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$15.4M +$2.13M +65,711 +15%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$15M +$4.69M +144,827 +42%

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.