Stitch Fix
SFIX
165 hedge funds and large institutions have $317M invested in Stitch Fix in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 35 closing their positions.
72% more call options, than puts
Call options by funds: $4.48M | Put options by funds: $2.61M
6% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 172 → 165 (-7)
7.29% less ownership
Funds ownership: 94.08% → 86.79% (-7.3%)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
25% less capital invested
Capital invested by funds: $424M → $317M (-$106M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$22.1M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$9.97M |
| 3 |
Coatue Management
New York
|
+$3.6M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.64M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
-$18.6M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$4M |
| 3 |
Two Sigma Investments
New York
|
-$3.38M |
| 4 |
Morgan Stanley
New York
|
-$3.33M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.22M |
SFIX Hedge Fund Activity: Q1 2025 in Review
165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q1 2025, worth a combined $317M — down 25% from $424M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of SFIX and 30 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 53 added.
The largest buyer was Fund 1 Investments, adding an estimated $22.1M. The largest seller was Cooper Creek Partners Management, cutting an estimated $18.6M.
- 165 institutional investors held Stitch Fix (SFIX) as of Q1 2025, down from 172 in Q4 2024.
- Funds reported $317M of Stitch Fix stock for Q1 2025, down 25% quarter-over-quarter.
- 30 funds opened new Stitch Fix positions in Q1 2025 and 35 closed out, a net change of -5 holders.
- The largest Stitch Fix buyer in Q1 2025 was Fund 1 Investments, an estimated $22.1M added.
- The largest Stitch Fix seller in Q1 2025 was Cooper Creek Partners Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2025.