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StoneX
SNEX

Overview Fund Activity

342 hedge funds and large institutions have $3.6B invested in StoneX in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 127 reducing their positions, and 23 closing their positions.

Holders
342
Holders Change
+30
Holders Change %
+9.62%
% of All Funds
4.59%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
60
Increased
119
Reduced
127
Closed
23
Calls
$4.6M
Puts
$538K
Net Calls
+$4.06M
Net Calls Change
+$2.82M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$128M
2
American Century Companies
2
American Century Companies
Missouri
$214M
3
GAM
3
Goldentree Asset Management
New York
$32.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$55.8M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$13.8M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$150M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$109M
3
PL
3
Perpetual Ltd
Australia
$58.8M
4
BlackRock
4
BlackRock
New York
$587M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RIL
301
Rothschild Investment LLC
Illinois
$8.29K 91 +32 +54%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$8.06K 89 -92 -51%
SWM
303
Spire Wealth Management
Virginia
$7.75K 85 -63 -43%
HWM
304
Hemington Wealth Management
Virginia
$7K 83 +16 +24%
BIG
305
Brooklyn Investment Group
New York
$6.75K 74 +28 +61%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$6.26K 69 -4,034 -98%
DRP
307
Decker Retirement Planning
Utah
$5.74K 63 -34,332 -100%
CMBA
308
C.M. Bidwell & Associates
Hawaii
$5.47K 60 +5 +9%
BIA
309
Bell Investment Advisors
California
$5.38K 59 – –
VWWMG
310
Vermillion & White Wealth Management Group
Pennsylvania
$4.19K 46 -11 -19%
CT
311
Colonial Trust
South Carolina
$4.18K 46 -9 -16%
JWA
312
JFS Wealth Advisors
Pennsylvania
$3.28K 36 +6 +20%
SS
313
SBI Securities
Japan
$3.28K 36 -3 -8%
BTI
314
Blue Trust Inc
Georgia
$3.28K 36 – –
GRP
315
Global Retirement Partners
California
$3.19K 35 +35 New
AAS
316
Ameritas Advisory Services
Nebraska
$3.01K 33 +33 New
MCM
317
MAI Capital Management
Ohio
$3.01K 33 +33 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2.92K 32 – –
PA
319
Parallel Advisors
California
$2.83K 31 +18 +138%
PWA
320
Physician Wealth Advisors
Utah
$2.64K 29 +29 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$2.46K 27 – –
CFB
322
Cullen/Frost Bankers
Texas
$2.01K 22 – –
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$2K 21 – –
HFS
324
Hantz Financial Services
Michigan
$2K 23 +19 +475%
CT
325
Clearstead Trust
Maine
$1.73K 19 +19 New
11 12
13
14 15