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361 hedge funds and large institutions have $4.09B invested in StoneX in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $7.51M | Put options by funds: $1.79M

4.19% more ownership

Funds ownership: 119.12%123.32% (+4.2%)

3% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

2% less capital invested

Capital invested by funds: $4.18B → $4.09B (-$92.3M)

2% less funds holding

Funds holding: 369361 (-8)

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
125
Reduced
121
Closed
53
Calls
$7.51M
Puts
$1.79M
Net Calls
+$5.73M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$4.19K +$754 +12 +22%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$3.81K
CT
328
Colonial Trust
South Carolina
$3.79K
BFS
329
Bare Financial Services
Pennsylvania
$3.52K +$2.08K +33 +143%
GSWM
330
Golden State Wealth Management
California
$3.42K
QL
331
Quarry LP
New York
$3.42K +$3.4K +54 New
BTI
332
Blue Trust Inc
Georgia
$3.04K
PA
333
Parallel Advisors
California
$2.76K -$1.01K -16 -27%
PWA
334
Physician Wealth Advisors
Utah
$2.76K
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.57K
MCM
336
MAI Capital Management
Ohio
$2.47K +$377 +6 +18%
KG
337
Kilter Group
New York
$2.28K +$2.26K +36 New
PMAM
338
Picton Mahoney Asset Management
Ontario, Canada
$2K
GFA
339
Godfrey Financial Associates
New York
$2K +$2.01K +32 New
AGWCA
340
Annis Gardner Whiting Capital Advisors
Florida
$1.71K -$4.65K -74 -73%
BBHC
341
Brown Brothers Harriman & Co
New York
$1.71K +$1.7K +27 New
BGAI
342
Bruce G. Allen Investments
Colorado
$1.43K +$314 +5 +28%
SAG
343
SageView Advisory Group
California
$1.43K +$1.45K +23 New
AW
344
Ankerstar Wealth
Texas
$1.33K +$1.32K +21 New
RWM
345
Rialto Wealth Management
New York
$1.14K +$189 +3 +20%
FFO
346
Fortitude Family Office
Arizona
$951 -$566 -9 -38%
DRP
347
Decker Retirement Planning
Utah
$951
TWD
348
True Wealth Design
Ohio
$857 -$63 -1 -7%
SC
349
SouthState Corp
Florida
$857
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$666 -$377 -6 -35%