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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 %
TWD
301
True Wealth Design
Ohio
$764 +$764 +10 New
SC
302
SouthState Corp
Florida
$688 +$688 +9 New
GFPC
303
Global Financial Private Client
Florida
$687 +$458 +6 +200%
RWM
304
Rialto Wealth Management
New York
$535 +$535 +7 New
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$459 -$153 -2 -25%
CPG
306
Cornerstone Planning Group
New Jersey
$251 +$251 +3 New
AWM
307
Abound Wealth Management
Tennessee
$230 – – –
TFM
308
TFC Financial Management
Massachusetts
$77 -$77 -1 -50%
HIA
309
HFM Investment Advisors
New Jersey
$77 +$77 +1 New
A
310
AlphaQuest
New York
$76 -$1.12M -14,719 -100%
PWM
311
Parkworth Wealth Management
California
$76 -$76 -1 -50%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$76 +$76 +1 New
Norges Bank
313
Norges Bank
Norway
– -$10.6M -161,550 Closed
Two Sigma Advisers
314
Two Sigma Advisers
New York
– -$4.35M -66,600 Closed
Millennium Management
315
Millennium Management
New York
– -$4.09M -62,642 Closed
D.E. Shaw & Co
316
D.E. Shaw & Co
New York
– -$3.57M -54,650 Closed
CSS
317
Cubist Systematic Strategies
Connecticut
– -$2.13M -32,538 Closed
ECM
318
ExodusPoint Capital Management
New York
– -$1.89M -28,986 Closed
Canada Pension Plan Investment Board
319
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.68M -25,650 Closed
MHP
320
Manatuck Hill Partners
Connecticut
– -$1.59M -24,300 Closed
Verition Fund Management
321
Verition Fund Management
Connecticut
– -$1.24M -18,962 Closed
Two Sigma Investments
322
Two Sigma Investments
New York
– -$1M -15,347 Closed
HF
323
HRT Financial
New York
– -$910K -13,934 Closed
II
324
Inspire Investing
Idaho
– -$856K -13,104 Closed
XT
325
XTX Topco
Cayman Islands
– -$780K -11,946 Closed
10 11 12
13
14