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StoneX
SNEX

Overview Fund Activity

312 hedge funds and large institutions have $2.98B invested in StoneX in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+28
Holders Change %
+9.86%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
62
Increased
116
Reduced
115
Closed
32
Calls
$1.61M
Puts
$378K
Net Calls
+$1.23M
Net Calls Change
-$990K

Top Buyers

1
PL
Perpetual Ltd
Australia
+$64.7M
2
American Century Companies
American Century Companies
Missouri
+$33.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$26M
4
CIP
Champlain Investment Partners
Vermont
+$19.1M
5
Ameriprise
Ameriprise
Minnesota
+$12.5M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$31.6M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$24.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$1.45M +$37K +485 +3%
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$1.41M +$445K +5,824 +46%
Amundi
128
Amundi
France
$1.33M -$259K -3,496 -16%
Creative Planning
129
Creative Planning
Kansas
$1.26M +$581K +7,606 +86%
PCM
130
Penserra Capital Management
California
$1.25M +$1.25M +16,324 New
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$1.23M -$76 -1 -0%
YCM
132
Yousif Capital Management
Michigan
$1.23M -$1.53K -20 -0.1%
TCOV
133
Trust Company of Vermont
Vermont
$1.22M +$137K +1,800 +13%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.22M +$565K +7,396 +87%
SIM
135
SummerHaven Investment Management
Connecticut
$1.18M +$15K +196 +1%
HCA
136
Harbour Capital Advisors
Virginia
$1.15M -$10.3K -139 -0.9%
Comerica Bank
137
Comerica Bank
Texas
$1.15M +$4.43K +58 +0.4%
AA
138
Ancora Advisors
Ohio
$1.11M -$395K -5,169 -26%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.11M +$344K +4,500 +45%
SO
140
STRS Ohio
Ohio
$1.07M -$137K -1,800 -11%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$999K -$36.7K -481 -4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$969K +$41.7K +546 +4%
MSRPS
143
Maryland State Retirement & Pension System
Maryland
$963K -$127K -1,657 -12%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$958K -$76 -1 -0%
ASRS
145
Arizona State Retirement System
Arizona
$945K -$3.97K -52 -0.4%
AB
146
Amalgamated Bank
New York
$930K -$23.9K -313 -3%
Universal-Beteiligungs- und Servicegesellschaft
147
Universal-Beteiligungs- und Servicegesellschaft
Germany
$928K +$928K +12,144 New
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$921K -$7.94K -104 -0.9%
AI
149
Atria Investments
North Carolina
$906K -$127K -1,665 -12%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$869K -$74.1K -970 -8%
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