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219 hedge funds and large institutions have $1.62B invested in StoneX in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$232M)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.69% more ownership

Funds ownership: 254.41%255.1% (+0.69%)

5% less funds holding

Funds holding: 230219 (-11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

51% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.21M

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
26
Increased
84
Reduced
79
Closed
36
Calls
$1.09M
Puts
$2.21M
Net Calls
-$1.13M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$55.8K -$9.53K -334 -16%
US Bancorp
177
US Bancorp
Minnesota
$47.5K -$24.8K -868 -36%
QCG
178
Quadrant Capital Group
Ohio
$44.4K -$2.8K -98 -6%
GCM
179
Gladius Capital Management
Illinois
$43.7K +$4.71K +165 +13%
TRCT
180
Tower Research Capital (TRC)
New York
$43K +$25K +875 +161%
ASN
181
Advisory Services Network
Georgia
$41.5K
AssetMark Inc
182
AssetMark Inc
California
$39.9K +$11.6K +408 +46%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$37.1K +$15K +526 +77%
FCA
184
FinTrust Capital Advisors
South Carolina
$31.9K
S
185
SignatureFD
Georgia
$26.7K +$1.74K +61 +8%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.91K -172 -20%
RI
187
Ridgewood Investments
New Jersey
$20.7K +$19.3K +675 New
TAM
188
Tucker Asset Management
Colorado
$20.5K +$19.1K +668 New
EI
189
Ellevest Inc
New York
$13.6K +$5.77K +202 +84%
GWSG
190
GPS Wealth Strategies Group
Colorado
$13.5K +$12.5K +439 New
NA
191
NewEdge Advisors
Louisiana
$13.4K -$80.6K -2,825 -87%
IAIM
192
International Assets Investment Management
Florida
$7.76K +$7.22K +253 New
HI
193
Harbour Investments
Wisconsin
$7.56K -$19.3K -675 -73%
RTL
194
Red Tortoise LLC
Georgia
$7.56K -$771 -27 -10%
HCM
195
Hollencrest Capital Management
California
$7.04K
JMF
196
Johnson Midwest Financial
Iowa
$6.32K
TWA
197
TCI Wealth Advisors
Arizona
$6.11K +$86 +3 +2%
NF
198
Norwood Financial
Pennsylvania
$5.18K
LC
199
Lindbrook Capital
California
$4.97K -$856 -30 -16%
EWA
200
EverSource Wealth Advisors
Alabama
$4.35K -$2.4K -84 -37%