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
EWM
151
Empirical Wealth Management
Washington
$995K
Raymond James Financial
152
Raymond James Financial
Florida
$992K
AB
153
Amalgamated Bank
New York
$973K
State Board of Administration of Florida Retirement System
154
State Board of Administration of Florida Retirement System
Florida
$952K
SCM
155
Shelton Capital Management
Colorado
$942K
SG Americas Securities
156
SG Americas Securities
New York
$932K
ASRS
157
Arizona State Retirement System
Arizona
$930K
Cerity Partners
158
Cerity Partners
New York
$910K
PFSRSONJ
159
Police & Firemen's Retirement System of New Jersey
New Jersey
$907K
YCM
160
Yousif Capital Management
Michigan
$906K
US Bancorp
161
US Bancorp
Minnesota
$893K
VPIM
162
Vanguard Personalized Indexing Management
California
$888K
KNW
163
Kesler Norman & Wride
Utah
$872K
JAM
164
Jupiter Asset Management
United Kingdom
$869K
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$856K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$846K
VIA
167
Vanguard Investments Australia
Australia
$844K
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$837K
CCIA
169
Campbell & Co Investment Adviser
Maryland
$805K
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$793K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$785K
HP
172
Havemeyer Place
Connecticut
$784K
STA
173
Summit Trail Advisors
New York
$779K
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$775K
BTI
175
Blue Trust Inc
Georgia
$767K