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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
M
201
MYeCFO
California
$637K +$46.2K +1,427 +7%
Allianz Asset Management
202
Allianz Asset Management
Germany
$623K +$654K +20,200 New
SPIA
203
Steward Partners Investment Advisory
New York
$615K
QCM
204
Quantinno Capital Management
New York
$607K +$341K +10,520 +115%
BF
205
BOK Financial
Oklahoma
$601K -$192K -5,939 -23%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$595K +$62.9K +1,941 +11%
LPL Financial
207
LPL Financial
California
$591K -$51.9K -1,603 -8%
Verition Fund Management
208
Verition Fund Management
Connecticut
$583K -$2.14M -65,970 -78%
GWM
209
Gibbs Wealth Management
Georgia
$580K +$154K +4,755 +34%
SGAM
210
Smith Group Asset Management
Texas
$578K +$2.3K +71 +0.4%
YIH
211
Y-Intercept (HK)
Hong Kong
$565K -$246K -7,581 -29%
WP
212
Woodline Partners
California
$549K +$81.2K +2,506 +16%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$541K -$1.08M -33,220 -65%
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$533K -$30.3K -936 -5%
TC
215
TwinBeech Capital
New York
$527K +$554K +17,093 New
BOC
216
Blue Oak Capital
California
$525K +$551K +17,000 New
Wolverine Trading
217
Wolverine Trading
Illinois
$516K +$538K +16,602 New
Hudson Bay Capital Management
218
Hudson Bay Capital Management
Connecticut
$512K +$537K +16,580 New
FMI
219
F/M Investments
District of Columbia
$500K -$84K -2,594 -14%
COI
220
Connable Office Inc
Michigan
$485K
AI
221
Atom Investors
Texas
$484K -$72.9K -2,251 -13%
DIM
222
DC Investments Management
Virginia
$483K +$171K +5,285 +51%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$479K +$183K +5,644 +57%
IIC
224
Integrated Investment Consultants
Michigan
$477K +$1.17K +36 +0.2%
NAM
225
NorthCrest Asset Manangement
Minnesota
$473K +$1.17K +36 +0.2%

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.