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385 hedge funds and large institutions have $5.3B invested in StoneX in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.56M

110% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 30

30% more capital invested

Capital invested by funds: $4.09B → $5.3B (+$1.21B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 361385 (+24)

1.97% more ownership

Funds ownership: 123.32%125.28% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 155

Holders
385
Holders Change
+24
Holders Change %
+6.65%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
63
Increased
140
Reduced
155
Closed
30
Calls
$10.2M
Puts
$2.56M
Net Calls
+$7.6M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Evergreen Capital Management
Washington
$504K +$6.9K +91 +1%
SAM
227
Sawgrass Asset Management
Florida
$501K -$22.2K -293 -5%
NICM
228
Neo Ivy Capital Management
New York
$499K +$469K +6,189 New
ASN
229
Advisory Services Network
Georgia
$492K +$63.4K +836 +16%
AIP
230
Ameritas Investment Partners
Nebraska
$481K -$76 -1 -0%
Simplex Trading
231
Simplex Trading
Illinois
$478K +$263K +3,473 +141%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$471K -$869K -11,460 -66%
CCA
233
Cadent Capital Advisors
Oklahoma
$469K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$459K -$684K -9,024 -61%
SFA
235
Sequoia Financial Advisors
Ohio
$459K -$66K -870 -13%
BF
236
BOK Financial
Oklahoma
$459K -$175K -2,310 -29%
CBU
237
CIBC Bancorp USA
Illinois
$446K +$419K +5,529 New
EI
238
Ethic Inc
New York
$440K +$26.8K +353 +7%
AHL
239
Abel Hall LLC
Louisiana
$429K +$403K +5,314 New
Marshall Wace
240
Marshall Wace
United Kingdom
$424K -$7.81M -102,915 -95%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$416K -$41K -540 -9%
BAM
242
Belpointe Asset Management
Nevada
$415K -$86.4K -1,139 -18%
VPIM
243
Vanguard Personalized Indexing Management
California
$410K +$386K +5,084 New
ATC
244
Argent Trust Co
Tennessee
$408K
OFG
245
Oxford Financial Group
Indiana
$405K -$4.55K -60 -1%
CGH
246
Crossmark Global Holdings
Texas
$404K -$1.82K -24 -0.5%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$404K -$39.6K -522 -9%
BCG
248
BayBridge Capital Group
California
$377K -$150K -1,979 -33%
MCM
249
Massar Capital Management
Connecticut
$376K +$353K +4,656 New
Neuberger Berman Group
250
Neuberger Berman Group
New York
$357K +$336K +4,429 New