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StoneX
SNEX

369 hedge funds and large institutions have $4.18B invested in StoneX in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 105 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,029% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $358K

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

35% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 105

16% more capital invested

Capital invested by funds: $3.62B → $4.18B (+$563M)

6% more funds holding

Funds holding: 349 → 369 (+20)

2.59% less ownership

Funds ownership: 121.71% → 119.12% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
369
Holders Change
+20
Holders Change %
+5.73%
% of All Funds
4.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
66
Increased
142
Reduced
105
Closed
43
Calls
$18.4M
Puts
$358K
Net Calls
+$18M
Net Calls Change
+$13.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$98.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$96.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$47.9M
4
HAI
Hennessy Advisors Inc
California
+$41.1M
5
DCM
Driehaus Capital Management
Illinois
+$28.3M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$29.1M
2
GAM
Goldentree Asset Management
New York
-$28.6M
3
PL
Perpetual Ltd
Australia
-$26.5M
4
HCA
Harbor Capital Advisors
Illinois
-$25.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$593K +$561K +8,819 New
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$590K +$302K +4,751 +118%
ASN
203
Advisory Services Network
Georgia
$583K +$259K +4,068 +88%
TSW
204
Three Seasons Wealth
Utah
$563K +$533K +8,364 New
BF
205
BOK Financial
Oklahoma
$541K -$1.21K -19 -0.2%
DADC
206
D.A. Davidson & Co
Montana
$539K – – –
Capstone Investment Advisors
207
Capstone Investment Advisors
New York
$534K +$506K +7,943 New
NA
208
NewEdge Advisors
Louisiana
$527K +$499K +7,833 New
MOACM
209
Mutual of America Capital Management
New York
$525K -$37.4K -588 -7%
CCA
210
Catalyst Capital Advisors
New York
$522K – – –
Wolverine Trading
211
Wolverine Trading
Illinois
$504K +$478K +7,508 New
ECM
212
Evergreen Capital Management
Washington
$498K +$63.6K +999 +16%
CBU
213
CIBC Bancorp USA
Illinois
$494K +$468K +7,349 New
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$494K -$358K -5,620 -43%
BCI
215
Blue Capital Inc
Nebraska
$481K +$456K +7,157 New
P
216
&Partners
Tennessee
$480K -$93K -1,460 -17%
SAM
217
Sawgrass Asset Management
Florida
$478K +$48.1K +755 +12%
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$471K +$573 +9 +0.1%
EI
219
Ethic Inc
New York
$471K -$3.63K -57 -0.8%
MWM
220
Maridea Wealth Management
New York
$456K +$432K +6,789 New
Citadel Advisors
221
Citadel Advisors
Florida
$455K -$13.6M -212,889 -97%
BFS
222
BridgePort Financial Solutions
Iowa
$451K +$427K +6,701 New
ET
223
Equitable Trust
Tennessee
$433K -$136K -2,137 -25%
BAM
224
Belpointe Asset Management
Nevada
$431K +$116K +1,823 +40%
OFG
225
Oxford Financial Group
Indiana
$426K – – –
7 8
9
10 11

SNEX Hedge Fund Activity: Q3 2025 in Review

369 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2025, worth a combined $4.18B — up 16% from $3.62B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SNEX positions and 43 closed out — a net gain of 23 holders — while 142 added to existing stakes and 105 trimmed.

The largest buyer was Vanguard Group, adding an estimated $98.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $29.1M sold.

  • 369 institutional investors held StoneX (SNEX) as of Q3 2025, up from 349 in Q2 2025.
  • Funds reported $4.18B of StoneX stock for Q3 2025, up 16% quarter-over-quarter.
  • 66 funds opened new StoneX positions in Q3 2025 and 43 closed out, a net change of +23 holders.
  • The largest StoneX buyer in Q3 2025 was Vanguard Group, an estimated $98.1M added.
  • The largest StoneX seller in Q3 2025 was Lord, Abbett & Co, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2025.