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398 hedge funds and large institutions have $3.31B invested in Box in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 72 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: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 412398 (-14)

24% less capital invested

Capital invested by funds: $4.33B → $3.31B (-$1.03B)

Holders
398
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
TAM
151
Tealwood Asset Management
Minnesota
$1.04M
EWM
152
Empirical Wealth Management
Washington
$995K
Raymond James Financial
153
Raymond James Financial
Florida
$992K
AB
154
Amalgamated Bank
New York
$973K
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$952K
SCM
156
Shelton Capital Management
Colorado
$942K
SG Americas Securities
157
SG Americas Securities
New York
$932K
ASRS
158
Arizona State Retirement System
Arizona
$930K
Cerity Partners
159
Cerity Partners
New York
$910K
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$907K
YCM
161
Yousif Capital Management
Michigan
$906K
US Bancorp
162
US Bancorp
Minnesota
$893K
VPIM
163
Vanguard Personalized Indexing Management
California
$888K
KNW
164
Kesler Norman & Wride
Utah
$872K
JAM
165
Jupiter Asset Management
United Kingdom
$869K
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$856K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$846K
VIA
168
Vanguard Investments Australia
Australia
$844K
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$837K
CCIA
170
Campbell & Co Investment Adviser
Maryland
$805K
Voloridge Investment Management
171
Voloridge Investment Management
Florida
$793K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$785K
HP
173
Havemeyer Place
Connecticut
$784K
STA
174
Summit Trail Advisors
New York
$779K
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$775K