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StoneX

313 hedge funds and large institutions have $2.98B invested in StoneX in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $378K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

21% more capital invested

Capital invested by funds: $2.46B → $2.98B (+$517M)

13% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 105

10% more funds holding

Funds holding: 285313 (+28)

55.49% less ownership

Funds ownership: 176.76%121.28% (-55%)

Holders
313
Holders Change
+28
Holders Change %
+9.82%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
61
Increased
119
Reduced
105
Closed
32
Calls
$1.61M
Puts
$378K
Net Calls
+$1.23M
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$408K
HSBC Holdings
202
HSBC Holdings
United Kingdom
$407K +$1.51K +30 +0.4%
HW
203
Hancock Whitney
Mississippi
$400K +$50K +994 +14%
CIA
204
Concurrent Investment Advisors
Florida
$396K +$391K +7,779 New
CCA
205
Catalyst Capital Advisors
New York
$395K +$391K +7,763 New
BCM
206
BTC Capital Management
Iowa
$391K -$97.7K -1,941 -20%
SOW
207
State of Wyoming
Wyoming
$391K -$134K -2,655 -26%
SAM
208
Sawgrass Asset Management
Florida
$360K -$39.7K -789 -10%
Lido Advisors
209
Lido Advisors
California
$353K -$13.3K -265 -4%
AIP
210
Ameritas Investment Partners
Nebraska
$332K -$50 -1 -0%
MML Investors Services
211
MML Investors Services
Massachusetts
$329K +$72.6K +1,444 +29%
ECM
212
Evergreen Capital Management
Washington
$326K +$5.74K +114 +2%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$319K +$303K +6,018 +4,393%
OFG
214
Oxford Financial Group
Indiana
$315K +$311K +6,179 New
SSW
215
Smith Shellnut Wilson
Mississippi
$312K
EC
216
EntryPoint Capital
New York
$307K -$323K -6,412 -52%
CCA
217
Cadent Capital Advisors
Oklahoma
$296K -$50 -1 -0%
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$274K -$89.4K -1,777 -25%
X
219
Xponance
Pennsylvania
$274K +$271K +5,382 New
ETC
220
Exchange Traded Concepts
Oklahoma
$262K +$240K +4,774 +1,270%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$258K +$255K +5,075 New
ATC
222
Argent Trust Co
Tennessee
$258K
CGH
223
Crossmark Global Holdings
Texas
$256K -$553 -11 -0.2%
William Blair & Company
224
William Blair & Company
Illinois
$252K +$249K +4,950 New
SFA
225
Sequoia Financial Advisors
Ohio
$251K +$248K +4,928 New