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
BFS
326
Bare Financial Services
Pennsylvania
$3.52K
GSWM
327
Golden State Wealth Management
California
$3.42K
QL
328
Quarry LP
New York
$3.42K
BTI
329
Blue Trust Inc
Georgia
$3.04K
PA
330
Parallel Advisors
California
$2.76K
PWA
331
Physician Wealth Advisors
Utah
$2.76K
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$2.57K
MCM
333
MAI Capital Management
Ohio
$2.47K
KG
334
Kilter Group
New York
$2.28K
PMAM
335
Picton Mahoney Asset Management
Ontario, Canada
$2K
GFA
336
Godfrey Financial Associates
New York
$2K
AGWCA
337
Annis Gardner Whiting Capital Advisors
Florida
$1.71K
BBHC
338
Brown Brothers Harriman & Co
New York
$1.71K
BGAI
339
Bruce G. Allen Investments
Colorado
$1.43K
SAG
340
SageView Advisory Group
California
$1.43K
AW
341
Ankerstar Wealth
Texas
$1.33K
RWM
342
Rialto Wealth Management
New York
$1.14K
FFO
343
Fortitude Family Office
Arizona
$951
DRP
344
Decker Retirement Planning
Utah
$951
TWD
345
True Wealth Design
Ohio
$857
SC
346
SouthState Corp
Florida
$857
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$666
SIC
348
SJS Investment Consulting
Ohio
$571
FHA
349
Flagship Harbor Advisors
Massachusetts
$571
TC
350
Trust Company
Kansas
$571