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
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$582K +$6.57K +86 +1%
DT
177
Diversified Trust
Tennessee
$567K +$218K +2,860 +63%
Marshall Wace
178
Marshall Wace
United Kingdom
$561K +$561K +7,350 New
FIM
179
Freedom Investment Management
Connecticut
$560K -$198K -2,588 -26%
HWM
180
Hohimer Wealth Management
Washington
$543K -$237K -3,097 -30%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$536K +$175K +2,288 +48%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$523K -$100K -1,313 -16%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$514K
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$513K +$91.9K +1,203 +22%
BF
185
BOK Financial
Oklahoma
$510K -$182K -2,379 -26%
Bessemer Group
186
Bessemer Group
New Jersey
$502K +$305K +3,996 +155%
TCMP
187
Thrive Capital Management (Pennsylvania)
Pennsylvania
$486K +$486K +6,363 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$479K +$176K +2,308 +58%
MOACM
189
Mutual of America Capital Management
New York
$476K -$16K -209 -3%
QCG
190
Quadrant Capital Group
Ohio
$456K +$374K +4,897 +456%
P
191
&Partners
Tennessee
$455K +$184K +2,382 +68%
NA
192
NewEdge Advisors
Louisiana
$449K +$449K +5,880 New
ET
193
Equitable Trust
Tennessee
$444K -$163K -2,132 -27%
DFCM
194
Dark Forest Capital Management
Puerto Rico
$438K +$438K +5,732 New
Handelsbanken Fonder
195
Handelsbanken Fonder
Sweden
$431K +$195K +2,550 +82%
NRD
196
Nebula Research & Development
New York
$425K -$893K -11,688 -68%
BCG
197
BayBridge Capital Group
California
$417K -$253K -3,311 -38%
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$415K +$415K +5,427 New
KPWS
199
Kestra Private Wealth Services
Texas
$414K +$414K +5,420 New
DADC
200
D.A. Davidson & Co
Montana
$408K