We are live on ! Find out more

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
BIG
201
Brooklyn Investment Group
New York
$413K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$405K
MMA
203
Miracle Mile Advisors
California
$402K
M
204
MYeCFO
California
$401K
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$399K
CCM
206
Coldstream Capital Management
Washington
$397K
VT
207
Vise Technologies
New York
$394K
MOACM
208
Mutual of America Capital Management
New York
$387K
Corient Private Wealth
209
Corient Private Wealth
Florida
$380K
SLAM
210
Swiss Life Asset Management
$375K
MFS
211
Mirabella Financial Services
United Kingdom
$372K
DT
212
Diversified Trust
Tennessee
$371K
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$369K
SA
214
Sanctuary Advisors
Indiana
$365K
NAM
215
NorthCrest Asset Manangement
Minnesota
$362K
OQS
216
Occudo Quantitative Strategies
Florida
$361K
IA
217
IFP Advisors
Florida
$361K
PMAM
218
Picton Mahoney Asset Management
Ontario, Canada
$354K
LIP
219
Lighthouse Investment Partners
Florida
$352K
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$343K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$331K
SCA
222
STALEY CAPITAL ADVISERS
Pennsylvania
$331K
ACM
223
Aquatic Capital Management
Illinois
$330K
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$328K
CIA
225
Concurrent Investment Advisors
Florida
$326K