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StoneX

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
MCM
351
MAI Capital Management
Ohio
$4.19K +$986 +13 +33%
BTI
352
Blue Trust Inc
Georgia
$3.87K
PWA
353
Physician Wealth Advisors
Utah
$3.47K -$76 -1 -2%
FFO
354
Fortitude Family Office
Arizona
$2.82K +$1.52K +20 +133%
KG
355
Kilter Group
New York
$2.74K -$152 -2 -6%
ZBNA
356
Zions Bancorporation, National Association
Utah
$2.74K +$2.58K +34 New
GFA
357
Godfrey Financial Associates
New York
$2.5K -$76 -1 -3%
PMAM
358
Picton Mahoney Asset Management
Ontario, Canada
$2.5K -$76 -1 -3%
AGWCA
359
Annis Gardner Whiting Capital Advisors
Florida
$2.18K
BBHC
360
Brown Brothers Harriman & Co
New York
$2.18K
BGAI
361
Bruce G. Allen Investments
Colorado
$1.77K -$76 -1 -4%
AW
362
Ankerstar Wealth
Texas
$1.69K
RWM
363
Rialto Wealth Management
New York
$1.45K
AssetMark Inc
364
AssetMark Inc
California
$1.45K +$1.36K +18 New
CPG
365
Cornerstone Planning Group
New Jersey
$1.19K +$834 +11 New
SC
366
SouthState Corp
Florida
$1.05K -$76 -1 -7%
TWD
367
True Wealth Design
Ohio
$1.05K -$76 -1 -7%
SIC
368
SJS Investment Consulting
Ohio
$1.05K +$303 +4 +44%
GWM
369
Gilpin Wealth Management
Colorado
$1.05K +$531 +7 +117%
CA
370
CoreCap Advisors
Michigan
$887 +$834 +11 New
TC
371
Trium Capital
United Kingdom
$806 +$758 +10 New
TC
372
Trust Company
Kansas
$726
BHWM
373
Bay Harbor Wealth Management
Maryland
$645
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$565 -$303 -4 -36%
FC
375
Financial Consulate
Maryland
$565 -$76 -1 -13%