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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
$150M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$26M
4
CIP
Champlain Investment Partners
Vermont
$29.2M
5
Ameriprise
Ameriprise
Minnesota
$69.8M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
$108M
2
PAIM
Punch & Associates Investment Management
Minnesota
$64.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Coldstream Capital Management
Washington
$51.3K +$51.3K +672 New
Simplex Trading
252
Simplex Trading
Illinois
$47K +$47K +622 New
Jones Financial Companies
253
Jones Financial Companies
Missouri
$45.4K +$24K +315 +112%
Nomura Asset Management
254
Nomura Asset Management
Japan
$45.1K +$45.1K +590 New
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K -$788K -10,312 -95%
RI
256
Ridgewood Investments
New Jersey
$34.4K – – –
EWA
257
EverSource Wealth Advisors
Alabama
$34.1K +$3.74K +49 +12%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K – – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$18.6K +$4.74K +62 +34%
GWM
260
Geneos Wealth Management
Colorado
$15.7K +$7.79K +102 +98%
VCM
261
Versant Capital Management
Arizona
$14.8K +$11.6K +152 +362%
FFA
262
Farther Finance Advisors
California
$14.7K +$14.3K +187 +3,740%
ST
263
Smithfield Trust
Pennsylvania
$14K – – –
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$13.8K +$1.3K +17 +10%
RTL
265
Red Tortoise LLC
Georgia
$12.5K -$76 -1 -0.6%
HI
266
Harbour Investments
Wisconsin
$12.5K -$76 -1 -0.6%
HCM
267
Hollencrest Capital Management
California
$11.7K – – –
SWM
268
Spire Wealth Management
Virginia
$11.3K -$14.5K -190 -56%
UB
269
UMB Bank
Missouri
$11.3K +$3.82K +50 +51%
Optiver Holding
270
Optiver Holding
Netherlands
$11K +$11K +144 New
PWMG
271
Private Wealth Management Group
New Jersey
$10.1K – – –
KFI
272
Key Financial Inc
Pennsylvania
$10.1K – – –
RA
273
Rise Advisors
New York
$9.7K +$9.7K +127 New
FHA
274
First Horizon Advisors
Tennessee
$9.24K -$3.13K -41 -25%
S
275
SignatureFD
Georgia
$8.86K +$917 +12 +12%
9 10
11
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