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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
BlackRock
1
BlackRock
New York
$782M -$1.61M -49,847 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$554M -$4.78M -147,472 -0.8%
EARNEST Partners
3
EARNEST Partners
Georgia
$240M -$4.04M -124,851 -2%
State Street
4
State Street
Massachusetts
$178M -$6.93M -213,919 -4%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$118M +$14.6M +450,531 +13%
RC
6
RGM Capital
Florida
$116M +$10.3M +318,459 +9%
Bank of America
7
Bank of America
North Carolina
$115M +$8.13M +251,118 +7%
UBS Group
8
UBS Group
Switzerland
$106M -$1.83M -56,459 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$102M +$2.85M +88,102 +3%
SEI Investments
10
SEI Investments
Pennsylvania
$97.2M -$4.47M -137,863 -4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$93.6M -$26M -801,213 -21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$86M +$5.74M +177,129 +7%
JP Morgan Chase
13
JP Morgan Chase
New York
$69.9M -$2.23M -68,932 -3%
Morgan Stanley
14
Morgan Stanley
New York
$69.5M -$8.8M -271,713 -11%
Deutsche Bank
15
Deutsche Bank
Germany
$64.2M -$15.4M -474,663 -19%
CAM
16
Congress Asset Management
Massachusetts
$57M +$6.04M +186,423 +11%
Wells Fargo
17
Wells Fargo
California
$55.8M +$5.64M +174,234 +11%
Macquarie Group
18
Macquarie Group
Australia
$54.2M +$6.08M +187,633 +12%
Northern Trust
19
Northern Trust
Illinois
$50.3M -$923K -28,481 -2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$48.3M +$47.9M +1,479,200 +1,724%
SM
21
Sunriver Management
Connecticut
$47.7M +$19.4M +597,410 +63%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$47.3M +$1.57M +48,317 +3%
Two Sigma Investments
23
Two Sigma Investments
New York
$47.1M +$30.3M +936,070 +159%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$46.6M +$34.9M +1,076,658 +248%
Renaissance Technologies
25
Renaissance Technologies
New York
$46.1M -$23.1M -711,900 -32%

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.