We are live on ! Find out more

456 hedge funds and large institutions have $5.87B invested in Dropbox in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $240M | Put options by funds: $125M

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% more funds holding

Funds holding: 453456 (+3)

4.67% less ownership

Funds ownership: 102.49%97.82% (-4.7%)

14% less capital invested

Capital invested by funds: $6.85B → $5.87B (-$980M)

15% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 171

Holders
456
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
145
Reduced
171
Closed
67
Calls
$240M
Puts
$125M
Net Calls
+$115M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$1.6K
WA
427
Whipplewood Advisors
Colorado
$1.55K -$1.34K -46 -79%
PTC
428
Private Trust Company
Ohio
$1.47K
HI
429
Horizon Investments
North Carolina
$1.42K
CFS
430
CGC Financial Services
Oregon
$1.34K
SIC
431
Salem Investment Counselors
North Carolina
$1.34K
SIS
432
Strategic Investment Solutions
Illinois
$1.34K
DPW
433
DiNuzzo Private Wealth
Pennsylvania
$1.31K -$29 -1 -2%
MG
434
Mather Group
Illinois
$1.09K
CFO
435
CVA Family Office
Colorado
$1.07K +$552 +19 +90%
SIC
436
SJS Investment Consulting
Ohio
$989 +$116 +4 +12%
ADL
437
Asset Dedication LLC
California
$668
GFPC
438
Global Financial Private Client
Florida
$614 +$378 +13 +130%
BMC
439
Bear Mountain Capital
Washington
$573
HFS
440
Hughes Financial Services
Virginia
$571 +$610 +21 New
RWM
441
Rialto Wealth Management
New York
$535 +$581 +20 New
NMG
442
New Millennium Group
Utah
$481
RIL
443
Rothschild Investment LLC
Illinois
$454
MCM
444
MV Capital Management
Maryland
$374 -$29 -1 -7%
BFS
445
Bare Financial Services
Pennsylvania
$347 +$378 +13 New
ACA
446
American Capital Advisory
Idaho
$241 +$262 +9 New
PWAM
447
Private Wealth Asset Management
Iowa
$214 +$233 +8 New
BHWM
448
Bay Harbor Wealth Management
Maryland
$213 +$233 +8 New
PWM
449
Parkworth Wealth Management
California
$187 -$58 -2 -22%
CPG
450
Cornerstone Planning Group
New Jersey
$137 +$145 +5 New

DBX Hedge Fund Activity: Q1 2025 in Review

456 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q1 2025, worth a combined $5.87B — down 14% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new DBX positions and 67 closed out — a net gain of 6 holders — while 145 added to existing stakes and 171 trimmed.

The largest buyer was Wedge Capital Management, adding an estimated $58.7M. The largest seller was Ameriprise, cutting an estimated $123M.

  • 456 institutional investors held Dropbox (DBX) as of Q1 2025, up from 453 in Q4 2024.
  • Funds reported $5.87B of Dropbox stock for Q1 2025, down 14% quarter-over-quarter.
  • 73 funds opened new Dropbox positions in Q1 2025 and 67 closed out, a net change of +6 holders.
  • The largest Dropbox buyer in Q1 2025 was Wedge Capital Management, an estimated $58.7M added.
  • The largest Dropbox seller in Q1 2025 was Ameriprise, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2025.