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StoneX

349 hedge funds and large institutions have $3.62B invested in StoneX in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

485% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $889K

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.98B → $3.62B (+$643M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

12% more funds holding

Funds holding: 313349 (+36)

0.65% more ownership

Funds ownership: 181.91%182.57% (+0.65%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 128

Holders
349
Holders Change
+36
Holders Change %
+11.5%
% of All Funds
4.6%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
122
Reduced
128
Closed
23
Calls
$5.2M
Puts
$889K
Net Calls
+$4.31M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
301
Rise Advisors
New York
$11.6K
SCM
302
Sterling Capital Management
North Carolina
$9.93K -$49.7K -1,323 -84%
GWS
303
Greykasell Wealth Strategies
California
$9.11K
AP
304
Atwood & Palmer
Missouri
$9.11K +$8.46K +225 New
WPA
305
Wealth Preservation Advisors
Tennessee
$8.29K
RIL
306
Rothschild Investment LLC
Illinois
$8.29K +$2.71K +72 +54%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$8.06K -$7.78K -207 -51%
SWM
308
Spire Wealth Management
Virginia
$7.75K -$5.34K -142 -43%
HWM
309
Hemington Wealth Management
Virginia
$7K +$1.35K +36 +24%
BIG
310
Brooklyn Investment Group
New York
$6.75K +$2.37K +63 +61%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$6.26K -$341K -9,077 -98%
DRP
312
Decker Retirement Planning
Utah
$5.74K -$2.9M -77,247 -100%
CMBA
313
C.M. Bidwell & Associates
Hawaii
$5.47K +$414 +11 +9%
BIA
314
Bell Investment Advisors
California
$5.38K
VWWMG
315
Vermillion & White Wealth Management Group
Pennsylvania
$4.19K -$902 -24 -19%
CT
316
Colonial Trust
South Carolina
$4.18K -$752 -20 -16%
JWA
317
JFS Wealth Advisors
Pennsylvania
$3.28K +$489 +13 +19%
SS
318
SBI Securities
Japan
$3.28K -$263 -7 -8%
BTI
319
Blue Trust Inc
Georgia
$3.28K
GRP
320
Global Retirement Partners
California
$3.19K +$2.97K +79 New
AAS
321
Ameritas Advisory Services
Nebraska
$3.01K +$2.78K +74 New
MCM
322
MAI Capital Management
Ohio
$3.01K +$2.78K +74 New
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$2.92K
PA
324
Parallel Advisors
California
$2.83K +$1.54K +41 +141%
PWA
325
Physician Wealth Advisors
Utah
$2.64K +$2.44K +65 New

SNEX Hedge Fund Activity: Q2 2025 in Review

349 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q2 2025, worth a combined $3.62B — up 22% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SNEX positions and 23 closed out — a net gain of 39 holders — while 122 added to existing stakes and 128 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $51.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $23.2M.

  • 349 institutional investors held StoneX (SNEX) as of Q2 2025, up from 313 in Q1 2025.
  • Funds reported $3.62B of StoneX stock for Q2 2025, up 22% quarter-over-quarter.
  • 62 funds opened new StoneX positions in Q2 2025 and 23 closed out, a net change of +39 holders.
  • The largest StoneX buyer in Q2 2025 was T. Rowe Price Associates, an estimated $51.7M added.
  • The largest StoneX seller in Q2 2025 was Dimensional Fund Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2025.