358 hedge funds and large institutions have $4.08B invested in StoneX in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

2% less capital invested

Capital invested by funds: $4.17B → $4.08B (-$91.1M)

2% less funds holding

Funds holding: 366358 (-8)

Holders
358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.51M
Puts
$1.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$18K
RTL
302
Red Tortoise LLC
Georgia
$15.5K
RFP
303
Root Financial Partners
California
$15.2K
HCM
304
Hollencrest Capital Management
California
$14.6K
PWMG
305
Private Wealth Management Group
New Jersey
$12.6K
S
306
SignatureFD
Georgia
$11.8K
Optiver Holding
307
Optiver Holding
Netherlands
$11.6K
FCAS
308
First Command Advisory Services
Texas
$10.9K
KAS
309
Kemnay Advisory Services
New York
$10.9K
GWM
310
Geneos Wealth Management
Colorado
$9.8K
GWS
311
Greykasell Wealth Strategies
California
$9.51K
AP
312
Atwood & Palmer
Missouri
$9.51K
SS
313
SBI Securities
Japan
$9.51K
HFS
314
Hantz Financial Services
Michigan
$9K
WPA
315
Wealth Preservation Advisors
Tennessee
$8.66K
MAS
316
MPWM Advisory Solutions
Georgia
$8.56K
GRP
317
Global Retirement Partners
California
$6.47K
RIL
318
Rothschild Investment LLC
Illinois
$5.99K
CMBA
319
C.M. Bidwell & Associates
Hawaii
$5.9K
BIA
320
Bell Investment Advisors
California
$5.61K
AAP
321
Arax Advisory Partners
Colorado
$4.76K
VWWMG
322
Vermillion & White Wealth Management Group
Pennsylvania
$4.38K
JWA
323
JFS Wealth Advisors
Pennsylvania
$4.19K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$3.81K
CT
325
Colonial Trust
South Carolina
$3.79K