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Dropbox

472 hedge funds and large institutions have $5.46B invested in Dropbox in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 157 increasing their positions, 174 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $280M | Put options by funds: $46.9M

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

5.71% more ownership

Funds ownership: 101.89%107.6% (+5.7%)

1% more funds holding

Funds holding: 469472 (+3)

10% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 174

8% less capital invested

Capital invested by funds: $5.96B → $5.46B (-$494M)

Holders
472
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
5.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
68
Increased
157
Reduced
174
Closed
57
Calls
$280M
Puts
$46.9M
Net Calls
+$233M
Net Calls Change
-$748K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
376
Jones Financial Companies
Missouri
$27.6K -$17.7K -609 -38%
RF
377
Rossby Financial
Florida
$27K +$1.05K +36 +4%
Lazard Asset Management
378
Lazard Asset Management
New York
$24.9K -$587K -20,166 -96%
NA
379
NewEdge Advisors
Louisiana
$23.1K
Los Angeles Capital Management
380
Los Angeles Capital Management
California
$22.7K +$23K +789 New
SWM
381
SHP Wealth Management
Massachusetts
$21.4K +$22.4K +770 New
TWD
382
True Wealth Design
Ohio
$20.6K -$7.37K -253 -25%
S
383
SignatureFD
Georgia
$20.4K +$4.46K +153 +26%
EF
384
Entrust Financial
Pennsylvania
$19.3K +$20.2K +694 New
SAM
385
Smartleaf Asset Management
Massachusetts
$17.9K +$175 +6 +0.9%
FHC
386
First Horizon Corporation
Tennessee
$17.7K -$11.4K -391 -38%
FMP
387
Financial Management Professionals
Texas
$17.1K
CA
388
Clearstead Advisors
Ohio
$16.6K +$11.8K +404 +210%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$874 -30 -5%
PTC
390
Private Trust Company
Ohio
$15.8K
EWP
391
Elevation Wealth Partners
California
$14.9K +$11.3K +388 +262%
EPIM
392
Evelyn Partners Investment Management
$13.9K
AssetMark Inc
393
AssetMark Inc
California
$13.2K +$2.5K +86 +22%
FHA
394
Flagship Harbor Advisors
Massachusetts
$12.2K +$12.8K +439 New
RFP
395
Root Financial Partners
California
$12K +$1.28K +44 +11%
HNB
396
Huntington National Bank
Ohio
$10.6K -$874 -30 -7%
Rockefeller Capital Management
397
Rockefeller Capital Management
New York
$9.84K +$6.17K +212 +149%
BL
398
BFSG LLC
California
$7.09K
DAM
399
Delta Asset Management
Tennessee
$6.95K
QC
400
Quent Capital
New York
$6.89K