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
MMA
201
Miracle Mile Advisors
California
$402K
M
202
MYeCFO
California
$401K
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$399K
CCM
204
Coldstream Capital Management
Washington
$397K
VT
205
Vise Technologies
New York
$394K
MOACM
206
Mutual of America Capital Management
New York
$387K
Corient Private Wealth
207
Corient Private Wealth
Florida
$380K
SLAM
208
Swiss Life Asset Management
$375K
MFS
209
Mirabella Financial Services
United Kingdom
$372K
DT
210
Diversified Trust
Tennessee
$371K
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$369K
SA
212
Sanctuary Advisors
Indiana
$365K
NAM
213
NorthCrest Asset Manangement
Minnesota
$362K
OQS
214
Occudo Quantitative Strategies
Florida
$361K
IA
215
IFP Advisors
Florida
$361K
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$354K
LIP
217
Lighthouse Investment Partners
Florida
$352K
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$343K
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$331K
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$331K
ACM
221
Aquatic Capital Management
Illinois
$330K
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$328K
CIA
223
Concurrent Investment Advisors
Florida
$326K
GWMR
224
GC Wealth Management RIA
Massachusetts
$322K
SCP
225
Sivia Capital Partners
California
$318K