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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
Jacobs Levy Equity Management
251
Jacobs Levy Equity Management
New Jersey
$222K -$1.09M -17,385 -83%
VDC
252
Van Diest Capital
Iowa
$218K +$216K +3,437 New
LCM
253
Landscape Capital Management
New Jersey
$213K
NAAA
254
New Age Alpha Advisors
New York
$211K -$3.47M -55,227 -94%
KFAS
255
Keating Financial Advisory Services
Kansas
$211K +$209K +3,323 New
KAS
256
Kestra Advisory Services
Texas
$208K -$108K -1,718 -34%
PA
257
Profund Advisors
Maryland
$203K +$4.34K +69 +2%
HI
258
Harbour Investments
Wisconsin
$192K +$175K +2,778 +1,134%
SOW
259
State of Wyoming
Wyoming
$190K -$150K -2,387 -44%
IA
260
IFP Advisors
Florida
$184K -$29K -462 -14%
HPC
261
HM Payson & Co
Maine
$171K
C
262
Covestor
United Kingdom
$159K -$69.2K -1,101 -31%
Simplex Trading
263
Simplex Trading
Illinois
$156K +$126K +2,003 +442%
US Bancorp
264
US Bancorp
Minnesota
$146K -$2.08K -33 -1%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$144K -$90K -1,431 -39%
PFBT
266
Parkside Financial Bank & Trust
Missouri
$136K +$21.1K +336 +19%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$122K +$1.01K +16 +0.8%
AF
268
Allworth Financial
California
$120K -$2.7K -43 -2%
KBC Group
269
KBC Group
Belgium
$119K
CA
270
Clearstead Advisors
Ohio
$107K +$70.8K +1,127 +203%
GI
271
GAMMA Investing
California
$106K +$5.41K +86 +5%
Ohio Public Employees Retirement System (OPERS)
272
Ohio Public Employees Retirement System (OPERS)
Ohio
$106K +$19.2K +306 +22%
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$105K +$104K +1,662 New
A
274
AlphaQuest
New York
$105K +$77.3K +1,230 +291%
KFI
275
Key Financial Inc
Pennsylvania
$88.9K +$75.8K +1,205 +609%