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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 %
GWS
276
Greykasell Wealth Strategies
California
$7.64K +$7.64K +100 New
LC
277
Lindbrook Capital
California
$7.26K +$153 +2 +2%
WPA
278
Wealth Preservation Advisors
Tennessee
$6.95K +$6.95K +91 New
HWM
279
Hemington Wealth Management
Virginia
$5K +$2.99K +40 +148%
BIA
280
Bell Investment Advisors
California
$4.51K -$76 -1 -2%
RIL
281
Rothschild Investment LLC
Illinois
$4.51K +$458 +6 +11%
VWWMG
282
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K +$4.35K +57 New
CT
283
Colonial Trust
South Carolina
$4.21K -$76 -1 -2%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$4.18K +$76 +1 +2%
HNB
285
Huntington National Bank
Ohio
$4.01K -$681 -9 -15%
BIG
286
Brooklyn Investment Group
New York
$3.51K +$3.51K +46 New
SS
287
SBI Securities
Japan
$2.98K +$229 +3 +8%
BTI
288
Blue Trust Inc
Georgia
$2.75K +$2.75K +36 New
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$2.52K – – –
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$2.48K – – –
ACM
291
Aster Capital Management
United Arab Emirates
$2.41K +$2.41K +20 New
JWA
292
JFS Wealth Advisors
Pennsylvania
$2.29K +$535 +7 +30%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.06K -$153 -2 -7%
PMAM
294
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
HNW
295
High Note Wealth
Minnesota
$1.91K +$1.91K +25 New
CFB
296
Cullen/Frost Bankers
Texas
$1.68K -$76 -1 -4%
SC
297
Stephens Consulting
Michigan
$1.15K +$1.15K +15 New
PA
298
Parallel Advisors
California
$993 -$76 -1 -7%
BGAI
299
Bruce G. Allen Investments
Colorado
$917 – – –
SIC
300
SJS Investment Consulting
Ohio
$764 +$153 +2 +25%
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