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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
SIC
351
SJS Investment Consulting
Ohio
$571
FHA
352
Flagship Harbor Advisors
Massachusetts
$571 +$566 +9 New
TC
353
Trust Company
Kansas
$571 +$566 +9 New
FC
354
Financial Consulate
Maryland
$476
BHWM
355
Bay Harbor Wealth Management
Maryland
$475 +$189 +3 +60%
GWM
356
Gilpin Wealth Management
Colorado
$381 +$377 +6 New
HIA
357
HFM Investment Advisors
New Jersey
$286 -$63 -1 -17%
AWM
358
Abound Wealth Management
Tennessee
$286
TCM
359
TD Capital Management
Tennessee
$285 +$314 +5 New
TFM
360
TFC Financial Management
Massachusetts
$96
HFS
361
Hughes Financial Services
Virginia
$95 +$126 +2 New
NG
362
Norden Group
Utah
-$6.95M -103,235 Closed
BHWA
363
Beacon Harbor Wealth Advisors
Virginia
-$5.94M -88,347 Closed
GAM
364
Goldentree Asset Management
New York
-$5.77M -85,787 Closed
EF
365
Empowered Funds
Pennsylvania
-$2.33M -34,608 Closed
MAM
366
Milestone Asset Management
Pennsylvania
-$1.88M -28,014 Closed
EWA
367
Exit Wealth Advisors
Georgia
-$1.84M -27,279 Closed
PAM
368
Panagora Asset Management
Massachusetts
-$1.5M -22,364 Closed
CAU
369
Caxton Associates (UK)
-$1.36M -20,192 Closed
IQI
370
Integrated Quantitative Investments
Washington
-$1.31M -19,454 Closed
AI
371
Axecap Investments
Ohio
-$1.25M -18,600 Closed
JSL
372
JT Stratford LLC
Georgia
-$928K -13,796 Closed
Qube Research & Technologies (QRT)
373
Qube Research & Technologies (QRT)
United Kingdom
-$866K -12,875 Closed
CG
374
Cynosure Group
Utah
-$849K -12,617 Closed
Teacher Retirement System of Texas
375
Teacher Retirement System of Texas
Texas
-$768K -11,415 Closed