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
Creative Planning
101
Creative Planning
Kansas
$2.7M
GLA
102
Great Lakes Advisors
Illinois
$2.65M
AQR Capital Management
103
AQR Capital Management
Connecticut
$2.6M
YIH
104
Y-Intercept (HK)
Hong Kong
$2.57M
Franklin Resources
105
Franklin Resources
California
$2.42M
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.34M
VIM
107
Vinva Investment Management
Australia
$2.3M
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$2.28M
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$2.26M
AI
110
Atom Investors
Texas
$2.2M
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.2M
GAM
112
Gotham Asset Management
New York
$2.2M
LCM
113
Landscape Capital Management
New Jersey
$2.08M
QCM
114
Quantinno Capital Management
New York
$2.05M
PA
115
Paralel Advisors
Colorado
$2.05M
Barclays
116
Barclays
United Kingdom
$2.02M
ETC
117
Exchange Traded Concepts
Oklahoma
$2M
HI
118
HBK Investments
Texas
$1.93M
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.9M
MIM
120
MetLife Investment Management
New Jersey
$1.85M
SOADOR
121
State of Alaska Department of Revenue
Alaska
$1.84M
Connor, Clark & Lunn Investment Management (CC&L)
122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.84M
HSBC Holdings
123
HSBC Holdings
United Kingdom
$1.84M
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.81M
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.75M