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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$81K -$6.6K -105 -8%
SAM
277
Smartleaf Asset Management
Massachusetts
$74.2K +$1.19K +19 +2%
LFG
278
Larson Financial Group
Missouri
$66.9K -$23.8K -379 -26%
SEP
279
Signature Equity Partners
Ohio
$61.5K +$61K +971 New
BNP Paribas Asset Management
280
BNP Paribas Asset Management
France
$58K +$17.1K +272 +43%
Nomura Asset Management
281
Nomura Asset Management
Japan
$56.1K
EWA
282
EverSource Wealth Advisors
Alabama
$50.8K +$31.5K +501 +167%
IAIM
283
International Assets Investment Management
Florida
$49.9K +$49.5K +788 New
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$48.7K -$9.43K -150 -16%
TFA
285
Transamerica Financial Advisors
Florida
$41.1K +$26.4K +420 +183%
SL
286
Salomon & Ludwin
Virginia
$38.9K +$1.82K +29 +5%
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$35.1K -$263K -4,178 -88%
Federated Hermes
288
Federated Hermes
Pennsylvania
$33.5K -$17.9K -284 -35%
BWA
289
Basecamp Wealth Advisors
Washington
$32.5K +$32.3K +513 New
SCM
290
Sterling Capital Management
North Carolina
$30.4K +$19.7K +313 +187%
CFB
291
Cullen/Frost Bankers
Texas
$29.1K +$3.96K +63 +16%
TAM
292
Tucker Asset Management
Colorado
$28.8K -$237K -3,765 -89%
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K
UB
294
UMB Bank
Missouri
$26.6K +$4.59K +73 +21%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$26.1K +$440 +7 +2%
PMFA
296
Plante Moran Financial Advisors
Michigan
$24.7K +$24.5K +390 New
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$23.2K
PTC
298
Private Trust Company
Ohio
$22.1K -$1.07K -17 -5%
WSFS
299
Wilmington Savings Fund Society
Delaware
$20.3K +$6.92K +110 +52%
DB
300
Danske Bank
Denmark
$19K