We are live on ! Find out more
DBX icon

Dropbox
DBX

461 hedge funds and large institutions have $7.14B invested in Dropbox in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $6.35B → $7.14B (+$794M)

4.41% more ownership

Funds ownership: 87.01% → 91.42% (+4.4%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

0% more funds holding

Funds holding: 460 → 461 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 169

27% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $111M

Holders
461
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
156
Reduced
169
Closed
53
Calls
$80.4M
Puts
$111M
Net Calls
-$30.3M
Net Calls Change
+$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Goldman Sachs
Goldman Sachs
New York
+$67.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$50M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$36.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$33.6M
2
Millennium Management
Millennium Management
New York
-$32.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$30M
4
Ameriprise
Ameriprise
Minnesota
-$25.5M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
501
Headlands Technologies
Illinois
– -$223K -8,189 Closed
KWA
502
Kingswood Wealth Advisors
California
– -$61.6K -2,263 Closed
WWP
503
WR Wealth Planners
Missouri
– -$46.7K -1,714 Closed
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
– -$31.9K -1,171 Closed
IUHSA
505
Itau Unibanco Holding S.A.
Brazil
– -$31.9K -1,170 Closed
BAAM
506
Baker Avenue Asset Management
California
– -$12.8K -471 Closed
TCOV
507
Trust Company of Vermont
Vermont
– -$8.69K -319 Closed
OC
508
Oakworth Capital
Alabama
– -$8.25K -303 Closed
CT
509
Colonial Trust
South Carolina
– -$6.1K -224 Closed
HCM
510
Hollencrest Capital Management
California
– -$2.48K -91 Closed
WT
511
Washington Trust
Rhode Island
– -$1.36K -50 Closed
MIA
512
Milestone Investment Advisors
Wisconsin
– -$545 -20 Closed
WT
513
Whittier Trust
California
– -$81 -3 Closed
17 18 19 20
21

DBX Hedge Fund Activity: Q4 2023 in Review

461 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2023, worth a combined $7.14B — up 13% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DBX positions and 53 closed out — a net gain of 5 holders — while 156 added to existing stakes and 169 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $33.6M sold.

  • 461 institutional investors held Dropbox (DBX) as of Q4 2023, up from 460 in Q3 2023.
  • Funds reported $7.14B of Dropbox stock for Q4 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Dropbox positions in Q4 2023 and 53 closed out, a net change of +5 holders.
  • The largest Dropbox buyer in Q4 2023 was Morgan Stanley, an estimated $145M added.
  • The largest Dropbox seller in Q4 2023 was Epoch Investment Partners, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2023.