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385 hedge funds and large institutions have $5.3B invested in StoneX in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.56M

110% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 30

30% more capital invested

Capital invested by funds: $4.09B → $5.3B (+$1.21B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 361385 (+24)

1.97% more ownership

Funds ownership: 123.32%125.28% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 155

Holders
385
Holders Change
+24
Holders Change %
+6.65%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
63
Increased
140
Reduced
155
Closed
30
Calls
$10.2M
Puts
$2.56M
Net Calls
+$7.6M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
326
Federated Hermes
Pennsylvania
$21.4K -$19.9K -263 -50%
HNB
327
Huntington National Bank
Ohio
$20.6K +$19.4K +256 New
SIS
328
Sound Income Strategies
Florida
$20.4K
RTL
329
Red Tortoise LLC
Georgia
$19.7K -$76 -1 -0.4%
HCM
330
Hollencrest Capital Management
California
$18.5K -$76 -1 -0.4%
S
331
SignatureFD
Georgia
$16.3K +$1.21K +16 +9%
PWMG
332
Private Wealth Management Group
New Jersey
$15.9K -$76 -1 -0.5%
FCAS
333
First Command Advisory Services
Texas
$13.9K -$76 -1 -0.6%
PTC
334
Private Trust Company
Ohio
$13.5K -$13.7K -180 -52%
GWM
335
Geneos Wealth Management
Colorado
$12.4K -$76 -1 -0.6%
AP
336
Atwood & Palmer
Missouri
$12.1K
GWS
337
Greykasell Wealth Strategies
California
$12.1K
BFS
338
Bare Financial Services
Pennsylvania
$11.9K +$6.98K +92 +164%
RIL
339
Rothschild Investment LLC
Illinois
$7.74K +$76 +1 +1%
CMBA
340
C.M. Bidwell & Associates
Hawaii
$7.5K
BIA
341
Bell Investment Advisors
California
$7.02K -$152 -2 -2%
CFO
342
CVA Family Office
Colorado
$6.78K +$6.37K +84 New
TLFA
343
True Link Financial Advisors
California
$5.65K +$5.31K +70 New
JWA
344
JFS Wealth Advisors
Pennsylvania
$5.24K -$76 -1 -2%
PA
345
Parallel Advisors
California
$5.08K +$1.44K +19 +43%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$4.76K -$76 -1 -2%
CT
347
Colonial Trust
South Carolina
$4.51K -$76 -1 -2%
Optiver Holding
348
Optiver Holding
Netherlands
$4.44K -$9.71K -128 -70%
GSWM
349
Golden State Wealth Management
California
$4.36K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$4.36K +$986 +13 +32%