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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
UBS AM
51
UBS AM
Illinois
$14.7M +$1.06M +32,726 +7%
FWIA
52
Fort Washington Investment Advisors
Ohio
$14.6M -$7.53M -232,420 -33%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$14.5M +$183K +5,643 +1%
Man Group
54
Man Group
United Kingdom
$14.3M +$1.88M +58,112 +14%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$14.3M +$3.05M +94,151 +26%
Squarepoint
56
Squarepoint
New York
$13.9M +$5.49M +169,554 +60%
Barclays
57
Barclays
United Kingdom
$13.7M +$952K +29,381 +7%
HighTower Advisors
58
HighTower Advisors
Illinois
$13.3M +$259K +7,981 +2%
Citigroup
59
Citigroup
New York
$12.8M -$89.6K -2,765 -0.7%
Legal & General Group
60
Legal & General Group
United Kingdom
$12.3M -$402K -12,408 -3%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$12.1M +$1.77M +54,668 +16%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$12M +$3.27K +101 +0%
SBH
63
Segall Bryant & Hamill
Illinois
$11.4M -$338K -10,421 -3%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$11.1M -$263K -8,106 -2%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$11M +$95K +2,932 +0.8%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$11M -$1.52M -46,861 -12%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$10.8M -$6.38M -196,954 -36%
Prudential Financial
68
Prudential Financial
New Jersey
$10.7M -$1.03M -31,924 -8%
Capital Fund Management (CFM)
69
Capital Fund Management (CFM)
France
$10.6M +$3.09M +95,249 +38%
Marshall Wace
70
Marshall Wace
United Kingdom
$10.3M +$5.72M +176,674 +112%
CC
71
Cornerstone Capital
California
$9.81M +$194K +5,980 +2%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$9.43M -$398K -12,300 -4%
EP
73
Edgestream Partners
New Jersey
$9.1M +$6.81M +210,350 +249%
Canada Life
74
Canada Life
Manitoba, Canada
$8.92M +$24.2K +748 +0.3%
AllianceBernstein
75
AllianceBernstein
Tennessee
$8.66M -$278K -8,586 -3%

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.