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
CW
376
CreativeOne Wealth
Kansas
TSW
377
Three Seasons Wealth
Utah
Capstone Investment Advisors
378
Capstone Investment Advisors
New York
BCI
379
Blue Capital Inc
Nebraska
Koshinski Asset Management
380
Koshinski Asset Management
Illinois
BFS
381
BridgePort Financial Solutions
Iowa
PCM
382
Polymer Capital Management
New York
HCMT
383
Highland Capital Management (Tennessee)
Tennessee
PAS
384
Park Avenue Securities
New York
RBFC
385
Roman Butler Fullerton & Co
Missouri
VC
386
Vicus Capital
Pennsylvania
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
CPC
388
CFC Planning Company
Indiana
SFI
389
Susquehanna Fundamental Investments
Pennsylvania
KV
390
Kickstand Ventures
New York
RA
391
RFG Advisory
Alabama
YWM
392
Yukon Wealth Management
Kansas
VPIM
393
Vanguard Personalized Indexing Management
California
HH
394
Hilltop Holdings
Texas
SRC
395
Sage Rhino Capital
California
UFF
396
USA Financial Formulas
Michigan
CA
397
CoreCap Advisors
Michigan
SPIA
398
Steward Partners Investment Advisory
New York
PS
399
Principal Securities
Iowa
CPG
400
Cornerstone Planning Group
New Jersey