We are live on ! Find out more

230 hedge funds and large institutions have $1.38B invested in StoneX in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

31% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.26M

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

14% more funds holding

Funds holding: 202230 (+28)

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$106M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.05% less ownership

Funds ownership: 256.46%254.41% (-2.1%)

Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
82
Reduced
70
Closed
9
Calls
$2.95M
Puts
$2.26M
Net Calls
+$696K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$25.2K +$3.94K +142 +19%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$24K +$11.6K +419 +96%
S
203
SignatureFD
Georgia
$22.9K +$472 +17 +2%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$19.3K -$277 -10 -1%
RBC
205
Romano Brothers & Co
Illinois
$19.1K +$18.7K +675 New
TRCT
206
Tower Research Capital (TRC)
New York
$15K -$300K -10,827 -95%
Point72 Asset Management
207
Point72 Asset Management
Connecticut
$14.1K +$13.9K +500 New
VCM
208
Versant Capital Management
Arizona
$7.72K +$3.44K +124 +83%
RTL
209
Red Tortoise LLC
Georgia
$7.72K +$7.58K +273 New
EI
210
Ellevest Inc
New York
$6.77K +$6.1K +220 +1,100%
HCM
211
Hollencrest Capital Management
California
$6.48K +$6.38K +230 New
EWA
212
EverSource Wealth Advisors
Alabama
$6.39K +$2.33K +84 +59%
JMF
213
Johnson Midwest Financial
Iowa
$6K
TWA
214
TCI Wealth Advisors
Arizona
$5.53K
LC
215
Lindbrook Capital
California
$5.43K
NF
216
Norwood Financial
Pennsylvania
$4.76K
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
$4.1K +$4.02K +145 New
C
218
Covestor
United Kingdom
$4K
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$3.52K -$229K -8,259 -99%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.11K +40 +235%
GRP
221
Global Retirement Partners
California
$1.52K
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.24K +$194 +7 +19%
BIA
223
Bell Investment Advisors
California
$1.14K
BTI
224
Blue Trust Inc
Georgia
$1K
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$1K