Stitch Fix
SFIX
184 hedge funds and large institutions have $557M invested in Stitch Fix in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 26 closing their positions.
71% more call options, than puts
Call options by funds: $4.48M | Put options by funds: $2.62M
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
19% more capital invested
Capital invested by funds: $467M → $557M (+$90.3M)
1% more funds holding
Funds holding: 182 → 184 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.52% less ownership
Funds ownership: 93.99% → 89.48% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$8.97M |
| 2 |
Goldman Sachs
New York
|
+$7.07M |
| 3 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$6.69M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$5.86M |
| 5 |
Morgan Stanley
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
-$22.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$8.11M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.57M |
| 5 |
Coatue Management
New York
|
-$3.44M |
SFIX Hedge Fund Activity: Q4 2025 in Review
184 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q4 2025, worth a combined $557M — up 19% from $467M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SFIX positions and 26 closed out — a net gain of 7 holders — while 69 added to existing stakes and 49 trimmed.
The largest buyer was Disciplined Growth Investors, adding an estimated $8.97M. The largest seller was Fund 1 Investments, cutting an estimated $22.7M.
- 184 institutional investors held Stitch Fix (SFIX) as of Q4 2025, up from 182 in Q3 2025.
- Funds reported $557M of Stitch Fix stock for Q4 2025, up 19% quarter-over-quarter.
- 33 funds opened new Stitch Fix positions in Q4 2025 and 26 closed out, a net change of +7 holders.
- The largest Stitch Fix buyer in Q4 2025 was Disciplined Growth Investors, an estimated $8.97M added.
- The largest Stitch Fix seller in Q4 2025 was Fund 1 Investments, an estimated $22.7M sold.
Based on aggregated 13F filings for Q4 2025.