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StoneX
SNEX

Overview Fund Activity

257 hedge funds and large institutions have $2.02B invested in StoneX in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
89
Reduced
87
Closed
25
Calls
$876K
Puts
–
Net Calls
+$876K
Net Calls Change
+$659K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$25.5M
2
BlackRock
2
BlackRock
New York
$359M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$41.8M
4
Invesco
4
Invesco
Georgia
$35.7M
5
FP
5
Foundry Partners
Minnesota
$5.35M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$0
2
PCMF
2
Private Capital Management (Florida)
Florida
$24.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$7.53M
4
Man Group
4
Man Group
United Kingdom
$313K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Sterling Capital Management
North Carolina
$7.21K +$7.21K +132 New
QL
227
Quarry LP
New York
$6.55K -$15.5K -284 -70%
S
228
SignatureFD
Georgia
$5.65K – – –
GWM
229
Geneos Wealth Management
Colorado
$5.65K – – –
LC
230
Lindbrook Capital
California
$5.32K +$434 +8 +9%
UB
231
UMB Bank
Missouri
$5.32K +$2.55K +47 +92%
ACM
232
Aster Capital Management
United Arab Emirates
$5.08K +$5.08K +93 New
PFC
233
Phocas Financial Corp
California
$3.62K -$222 -4,062 -6%
CT
234
Colonial Trust
South Carolina
$3.05K +$3.05K +56 New
BIA
235
Bell Investment Advisors
California
$2.78K – – –
RIL
236
Rothschild Investment LLC
Illinois
$2.46K +$1.64K +30 +200%
VCM
237
Versant Capital Management
Arizona
$2.29K – – –
FHA
238
First Horizon Advisors
Tennessee
$2.21K +$2.21K +41 New
CPA
239
Capital Performance Advisors
California
$2.13K +$2.13K +39 New
GRP
240
Global Retirement Partners
California
$1.97K – – –
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$1.8K – – –
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$1.72K – – –
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.56K – – –
HWM
244
Hemington Wealth Management
Virginia
$1K +$1K +20 New
PMAM
245
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +21 New
BTI
246
Blue Trust Inc
Georgia
$904 +$904 +18 New
JWA
247
JFS Wealth Advisors
Pennsylvania
$901 +$106 +2 +13%
PA
248
Parallel Advisors
California
$737 – – –
BGAI
249
Bruce G. Allen Investments
Colorado
$655 +$655 +12 New
SIC
250
SJS Investment Consulting
Ohio
$328 – – –
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