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StoneX
SNEX

258 hedge funds and large institutions have $2.02B invested in StoneX in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.83B → $2.02B (+$188M)

4% more funds holding

Funds holding: 248 → 258 (+10)

2.04% more ownership

Funds ownership: 173.02% → 175.06% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 87

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
258
Holders Change
+10
Holders Change %
+4.03%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
89
Reduced
87
Closed
24
Calls
$876K
Puts
–
Net Calls
+$876K
Net Calls Change
+$659K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$14.8M
2
BlackRock
BlackRock
New York
+$11.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$8.93M
4
Invesco
Invesco
Georgia
+$8.43M
5
FP
Foundry Partners
Minnesota
+$5.2M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$10.7M
2
PCMF
Private Capital Management (Florida)
Florida
-$9.33M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$6.69M
4
Man Group
Man Group
United Kingdom
-$4.12M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$7.21K – – –
SCM
227
Sterling Capital Management
North Carolina
$7.21K +$7K +198 New
QL
228
Quarry LP
New York
$6.55K -$15K -425 -70%
GWM
229
Geneos Wealth Management
Colorado
$5.65K – – –
S
230
SignatureFD
Georgia
$5.65K – – –
LC
231
Lindbrook Capital
California
$5.32K +$389 +11 +8%
UB
232
UMB Bank
Missouri
$5.32K +$2.44K +69 +90%
ACM
233
Aster Capital Management
United Arab Emirates
$5.08K +$4.95K +140 New
PFC
234
Phocas Financial Corp
California
$3.62K -$216K -6,093 -6%
CT
235
Colonial Trust
South Carolina
$3.05K +$2.94K +83 New
BIA
236
Bell Investment Advisors
California
$2.78K – – –
RIL
237
Rothschild Investment LLC
Illinois
$2.46K +$1.59K +45 +196%
VCM
238
Versant Capital Management
Arizona
$2.29K – – –
FHA
239
First Horizon Advisors
Tennessee
$2.21K +$2.16K +61 New
CPA
240
Capital Performance Advisors
California
$2.13K +$2.09K +59 New
GRP
241
Global Retirement Partners
California
$1.97K – – –
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$1.8K – – –
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.72K – – –
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1.56K – – –
HWM
245
Hemington Wealth Management
Virginia
$1K +$1.03K +29 New
PMAM
246
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.13K +32 New
BTI
247
Blue Trust Inc
Georgia
$904 +$955 +27 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$901 +$71 +2 +9%
PA
249
Parallel Advisors
California
$737 – – –
BGAI
250
Bruce G. Allen Investments
Colorado
$655 +$637 +18 New
8 9
10
11 12

SNEX Hedge Fund Activity: Q3 2024 in Review

258 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2024, worth a combined $2.02B — up 10% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SNEX positions and 24 closed out — a net gain of 11 holders — while 89 added to existing stakes and 87 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $14.8M. The largest seller was Bares Capital Management, exiting entirely with an estimated $10.7M sold.

  • 258 institutional investors held StoneX (SNEX) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $2.02B of StoneX stock for Q3 2024, up 10% quarter-over-quarter.
  • 35 funds opened new StoneX positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest StoneX buyer in Q3 2024 was Harbor Capital Advisors, an estimated $14.8M added.
  • The largest StoneX seller in Q3 2024 was Bares Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2024.