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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 %
AGWCA
326
Annis Gardner Whiting Capital Advisors
Florida
$1.64K 18 +18 New
FFO
327
Fortitude Family Office
Arizona
$1.46K 16 +16 New
BFS
328
Bare Financial Services
Pennsylvania
$1.37K 15 +15 New
BGAI
329
Bruce G. Allen Investments
Colorado
$1.09K 12 – –
PTC
330
Private Trust Company
Ohio
$1K 11 +11 New
TWD
331
True Wealth Design
Ohio
$912 10 – –
RWM
332
Rialto Wealth Management
New York
$912 10 +3 +43%
SC
333
SouthState Corp
Florida
$821 9 – –
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$730 8 +2 +33%
CPG
335
Cornerstone Planning Group
New Jersey
$582 6 +3 +100%
HNB
336
Huntington National Bank
Ohio
$547 6 -47 -89%
SIC
337
SJS Investment Consulting
Ohio
$547 6 -4 -40%
HIA
338
HFM Investment Advisors
New Jersey
$365 4 +3 +300%
AWM
339
Abound Wealth Management
Tennessee
$274 3 – –
BHWM
340
Bay Harbor Wealth Management
Maryland
$182 2 +2 New
WOC
341
West Oak Capital
California
$182 200 +200 New
TFM
342
TFC Financial Management
Massachusetts
$92 1 – –
A
343
AlphaQuest
New York
$91 1 – –
PWM
344
Parkworth Wealth Management
California
$91 1 – –
BGIM
345
Brandywine Global Investment Management
Pennsylvania
– – -109,159 Closed
CLGM
346
Capitolis Liquid Global Markets
New York
– – -84,900 Closed
DA
347
Denali Advisors
California
– – -84,535 Closed
BCM
348
Bridgeway Capital Management
Texas
– – -75,292 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
349
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -46,200 Closed
AIMCA
350
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -34,293 Closed
11 12 13
14
15