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361 hedge funds and large institutions have $4.09B invested in StoneX in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $7.51M | Put options by funds: $1.79M

4.19% more ownership

Funds ownership: 119.12%123.32% (+4.2%)

3% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

2% less capital invested

Capital invested by funds: $4.18B → $4.09B (-$92.3M)

2% less funds holding

Funds holding: 369361 (-8)

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
125
Reduced
121
Closed
53
Calls
$7.51M
Puts
$1.79M
Net Calls
+$5.73M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$358K
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$351K -$6.52M -103,704 -95%
SW
228
Solidarity Wealth
Utah
$350K +$347K +5,517 New
Truist Financial
229
Truist Financial
North Carolina
$335K +$332K +5,289 New
ASN
230
Advisory Services Network
Georgia
$334K -$214K -3,402 -39%
EI
231
Ethic Inc
New York
$323K -$119K -1,896 -27%
OFG
232
Oxford Financial Group
Indiana
$322K -$78.8K -1,253 -20%
ATC
233
Argent Trust Co
Tennessee
$321K
CGH
234
Crossmark Global Holdings
Texas
$319K -$44.8K -713 -12%
TRCT
235
Tower Research Capital (TRC)
New York
$319K +$145K +2,311 +85%
CWM
236
CIBC World Markets
New York
$309K +$306K +4,865 New
SL
237
SWMG LLC
Texas
$292K -$10.1K -160 -4%
EH
238
Equitable Holdings
New York
$282K -$70.5K -1,122 -20%
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$280K +$4.02K +64 +2%
AB
240
ANB Bank
Colorado
$276K +$2.39K +38 +0.9%
CL
241
Choreo LLC
Illinois
$270K +$11.1K +177 +4%
FFA
242
Farther Finance Advisors
California
$266K -$116K -1,842 -31%
VT
243
Vise Technologies
New York
$254K +$42.3K +673 +20%
SGI
244
Summit Global Investments
Utah
$249K +$246K +3,920 New
SAS
245
Stelac Advisory Services
New York
$244K
WAM
246
Wolverine Asset Management
Illinois
$240K +$238K +3,779 New
TA
247
Tectonic Advisors
Texas
$237K +$7.92K +126 +3%
FFM
248
Forum Financial Management
Illinois
$237K
ACM
249
Aquatic Capital Management
Illinois
$228K +$226K +3,593 New
Ensign Peak Advisors
250
Ensign Peak Advisors
Utah
$227K -$651K -10,350 -74%