383 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, 139 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

6% more funds holding

Funds holding: 360383 (+23)

1.95% more ownership

Funds ownership: 123.32%125.26% (+1.9%)

10% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 154

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$2.56M
Net Calls
Net Calls Change

Top Sellers

1 -$61.1M
2 -$25.7M
3 -$25.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.8M
5
Invesco
Invesco
Georgia
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ICA
201
Infrastructure Capital Advisors
New York
$829K
BCI
202
Brinker Capital Investments
Pennsylvania
$823K
VAS
203
Vestmark Advisory Solutions
Massachusetts
$771K
MWM
204
Maridea Wealth Management
New York
$742K
TCMP
205
Thrive Capital Management (Pennsylvania)
Pennsylvania
$735K
QCG
206
Quadrant Capital Group
Ohio
$729K
RWM
207
Ritholtz Wealth Management
New York
$678K
DS
208
DRW Securities
Illinois
$653K
VCM
209
Voleon Capital Management
California
$652K
Renaissance Technologies
210
Renaissance Technologies
New York
$651K
MOACM
211
Mutual of America Capital Management
New York
$646K
DADC
212
D.A. Davidson & Co
Montana
$646K
HighTower Advisors
213
HighTower Advisors
Illinois
$642K
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$634K
HSBC Holdings
215
HSBC Holdings
United Kingdom
$610K
Lido Advisors
216
Lido Advisors
California
$577K
VA
217
Verdad Advisers
Massachusetts
$560K
P
218
&Partners
Tennessee
$552K
X
219
Xponance
Pennsylvania
$547K
Truist Financial
220
Truist Financial
North Carolina
$539K
ET
221
Equitable Trust
Tennessee
$519K
SLAM
222
Swiss Life Asset Management
$517K
SW
223
Solidarity Wealth
Utah
$516K
NAM
224
NorthCrest Asset Manangement
Minnesota
$507K
ECM
225
Evergreen Capital Management
Washington
$504K