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399 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

786% more call options, than puts

Call options by funds: $321M | Put options by funds: $36.2M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

20% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 128

2.86% more ownership

Funds ownership: 99.37%102.24% (+2.9%)

1% more funds holding

Funds holding: 395399 (+4)

0% less capital invested

Capital invested by funds: $4.66B → $4.64B (-$15.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
153
Reduced
128
Closed
48
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$803M -$6.16M -187,894 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$572M -$7.58M -231,100 -1%
EARNEST Partners
3
EARNEST Partners
Georgia
$250M +$5.33M +162,437 +2%
State Street
4
State Street
Massachusetts
$189M +$11.4M +348,316 +6%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$121M +$52.8M +1,610,748 +72%
UBS Group
6
UBS Group
Switzerland
$110M +$51.7M +1,574,849 +82%
Bank of America
7
Bank of America
North Carolina
$110M -$9.71M -296,070 -8%
RC
8
RGM Capital
Florida
$108M -$32.2M -981,857 -22%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$107M +$56.6M +1,725,197 +104%
SEI Investments
10
SEI Investments
Pennsylvania
$104M +$8.38M +255,623 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$102M -$783K -23,886 -0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$82.5M +$373K +11,376 +0.4%
Deutsche Bank
13
Deutsche Bank
Germany
$80.7M -$1.44M -43,995 -2%
Morgan Stanley
14
Morgan Stanley
New York
$79.8M -$8.43M -257,114 -9%
JP Morgan Chase
15
JP Morgan Chase
New York
$73.7M -$17.4M -531,314 -19%
Renaissance Technologies
16
Renaissance Technologies
New York
$69.7M +$7.65M +233,100 +12%
CAM
17
Congress Asset Management
Massachusetts
$52.4M +$8.1M +246,993 +17%
Northern Trust
18
Northern Trust
Illinois
$52.4M +$3.73M +113,822 +7%
Wells Fargo
19
Wells Fargo
California
$51.6M +$10M +304,755 +23%
Macquarie Group
20
Macquarie Group
Australia
$49.6M -$17M -518,260 -25%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$46.8M -$3.95M -120,552 -8%
Charles Schwab
22
Charles Schwab
California
$44.2M +$912K +27,814 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$43.2M +$6.89M +210,002 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$41.2M -$984K -30,015 -2%
Goldman Sachs
25
Goldman Sachs
New York
$40.1M +$7.46M +227,455 +22%

BOX Hedge Fund Activity: Q4 2024 in Review

399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2024, worth a combined $4.64B — down 0.33% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BOX positions and 48 closed out — a net gain of 10 holders — while 153 added to existing stakes and 128 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $56.6M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $43.4M sold.

  • 399 institutional investors held Box (BOX) as of Q4 2024, up from 395 in Q3 2024.
  • Funds reported $4.64B of Box stock for Q4 2024, down 0.33% quarter-over-quarter.
  • 58 funds opened new Box positions in Q4 2024 and 48 closed out, a net change of +10 holders.
  • The largest Box buyer in Q4 2024 was Arrowstreet Capital, an estimated $56.6M added.
  • The largest Box seller in Q4 2024 was Champlain Investment Partners, an estimated $43.4M sold.

Based on aggregated 13F filings for Q4 2024.