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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
VRS
176
Virginia Retirement Systems
Virginia
$950K +$997K +30,779 New
SG Americas Securities
177
SG Americas Securities
New York
$928K +$787K +24,286 +420%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$919K +$644K +19,886 +201%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$905K -$718K -22,158 -43%
GLA
180
Great Lakes Advisors
Illinois
$904K -$909K -28,046 -49%
VA
181
Vident Advisory
Georgia
$899K -$2.84M -87,538 -75%
GT
182
Glenmede Trust
Pennsylvania
$884K +$1.68K +52 +0.2%
STA
183
Summit Trail Advisors
New York
$849K +$29.4K +908 +3%
VI
184
Versor Investments
New York
$848K -$35.6K -1,100 -4%
BPC
185
Bryce Point Capital
New York
$846K -$837K -25,847 -50%
KNW
186
Kesler Norman & Wride
Utah
$841K +$185K +5,724 +27%
RAM
187
Resona Asset Management
Japan
$814K +$17.7K +546 +2%
BTI
188
Blue Trust Inc
Georgia
$811K +$399K +12,330 +88%
Jacobs Levy Equity Management
189
Jacobs Levy Equity Management
New Jersey
$771K -$35.6M -1,098,917 -98%
LTAS
190
Linden Thomas Advisory Services
North Carolina
$764K +$18.5K +572 +2%
AAP
191
Ardsley Advisory Partners
Connecticut
$741K +$777K +24,000 New
Franklin Resources
192
Franklin Resources
California
$732K +$32.6K +1,005 +4%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$708K -$103K -3,193 -12%
LCM
194
Landscape Capital Management
New Jersey
$684K -$178K -5,508 -20%
TI
195
Tidal Investments
Wisconsin
$678K -$49.1K -1,516 -6%
AI
196
Atria Investments
North Carolina
$678K -$174K -5,365 -20%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$658K
Creative Planning
198
Creative Planning
Kansas
$657K +$188K +5,812 +38%
BC
199
Burney Company
Virginia
$654K -$391K -12,070 -36%
MOACM
200
Mutual of America Capital Management
New York
$646K -$24.9K -770 -4%

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.