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StoneX
SNEX

Overview Fund Activity

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

Top Buyers

1
PL
Perpetual Ltd
Australia
$64.7M
2
American Century Companies
American Century Companies
Missouri
$150M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$26M
4
CIP
Champlain Investment Partners
Vermont
$29.2M
5
Ameriprise
Ameriprise
Minnesota
$69.8M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
$108M
2
PAIM
Punch & Associates Investment Management
Minnesota
$64.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.65M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$407K +$1.52K +20 +0.4%
HW
202
Hancock Whitney
Mississippi
$400K +$50.6K +662 +14%
CIA
203
Concurrent Investment Advisors
Florida
$396K +$396K +5,186 New
CCA
204
Catalyst Capital Advisors
New York
$395K +$395K +5,175 New
BCM
205
BTC Capital Management
Iowa
$391K -$98.8K -1,295 -20%
SOW
206
State of Wyoming
Wyoming
$391K -$135K -1,771 -26%
SAM
207
Sawgrass Asset Management
Florida
$360K -$40.2K -526 -10%
Lido Advisors
208
Lido Advisors
California
$353K -$13.5K -177 -4%
AIP
209
Ameritas Investment Partners
Nebraska
$332K -$76 -1 -0%
MML Investors Services
210
MML Investors Services
Massachusetts
$329K +$73.5K +962 +29%
ECM
211
Evergreen Capital Management
Washington
$326K +$5.73K +75 +2%
TWC
212
TD Waterhouse Canada
Ontario, Canada
$319K +$312K +4,011 +4,360%
OFG
213
Oxford Financial Group
Indiana
$315K +$315K +4,119 New
SSW
214
Smith Shellnut Wilson
Mississippi
$312K – – –
EC
215
EntryPoint Capital
New York
$307K -$327K -4,275 -52%
CCA
216
Cadent Capital Advisors
Oklahoma
$296K -$76 -1 -0%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$274K -$90.5K -1,185 -25%
X
218
Xponance
Pennsylvania
$274K +$274K +3,588 New
ETC
219
Exchange Traded Concepts
Oklahoma
$262K +$243K +3,182 +1,268%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$258K +$258K +3,383 New
ATC
221
Argent Trust Co
Tennessee
$258K – – –
CGH
222
Crossmark Global Holdings
Texas
$256K -$611 -8 -0.2%
William Blair & Company
223
William Blair & Company
Illinois
$252K +$252K +3,300 New
SFA
224
Sequoia Financial Advisors
Ohio
$251K +$251K +3,285 New
LAM
225
Longboard Asset Management
Arizona
$236K – – –
7 8
9
10 11