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StoneX
SNEX

Overview Fund Activity

312 hedge funds and large institutions have $2.98B invested in StoneX in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+28
Holders Change %
+9.86%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
62
Increased
116
Reduced
115
Closed
32
Calls
$1.61M
Puts
$378K
Net Calls
+$1.23M
Net Calls Change
-$990K

Top Buyers

1
PL
Perpetual Ltd
Australia
+$64.7M
2
American Century Companies
American Century Companies
Missouri
+$33.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$26M
4
CIP
Champlain Investment Partners
Vermont
+$19.1M
5
Ameriprise
Ameriprise
Minnesota
+$12.5M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$31.6M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$24.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
226
Jefferies Financial Group
New York
$233K -$4.04M -52,898 -95%
AB
227
ANB Bank
Colorado
$232K +$232K +3,033 New
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$228K +$228K +2,986 New
EI
229
Ethic Inc
New York
$220K +$220K +2,871 New
C
230
Covestor
United Kingdom
$214K +$80.1K +1,050 +60%
HighTower Advisors
231
HighTower Advisors
Illinois
$214K +$214K +2,797 New
Axa
232
Axa
France
$211K +$211K +2,769 New
USAA
233
United Services Automobile Association
Texas
$210K +$210K +2,764 New
ZIM
234
Zacks Investment Management
Illinois
$210K +$210K +2,744 New
SAS
235
Stelac Advisory Services
New York
$196K +$196K +2,561 New
KBC Group
236
KBC Group
Belgium
$150K -$76 -1 -0.1%
US Bancorp
237
US Bancorp
Minnesota
$129K -$16.7K -218 -11%
UFF
238
USA Financial Formulas
Michigan
$109K -$41.6K -545 -28%
AF
239
Allworth Financial
California
$107K +$1.81K +21 +2%
HPC
240
HM Payson & Co
Maine
$97.4K +$97.4K +1,275 New
SPIA
241
Steward Partners Investment Advisory
New York
$95.7K +$8.4K +110 +10%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$94.9K +$1.53K +20 +2%
LFG
243
Larson Financial Group
Missouri
$88.9K +$85.7K +1,122 +2,671%
TRCT
244
Tower Research Capital (TRC)
New York
$66.7K +$19.7K +258 +42%
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$63K – – –
SAM
246
Smartleaf Asset Management
Massachusetts
$62.5K -$12.4K -163 -17%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$62K +$9.82K +128 +19%
GI
248
GAMMA Investing
California
$56.7K +$12.5K +164 +28%
IA
249
IFP Advisors
Florida
$56.7K +$56.5K +740 +37,000%
SCM
250
Sterling Capital Management
North Carolina
$53.2K -$674K -8,821 -93%
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