We are live on ! Find out more

285 hedge funds and large institutions have $2.46B invested in StoneX in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $921K

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

30% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 79

22% more capital invested

Capital invested by funds: $2.02B → $2.46B (+$437M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more funds holding

Funds holding: 258285 (+27)

1.71% more ownership

Funds ownership: 175.06%176.76% (+1.7%)

Holders
285
Holders Change
+27
Holders Change %
+10.47%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
60
Increased
103
Reduced
79
Closed
29
Calls
$3.15M
Puts
$921K
Net Calls
+$2.22M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$436M +$6.17M +146,920 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M -$2.55M -60,802 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$133M -$2.59M -61,578 -2%
VBA
4
Van Berkom & Associates
Quebec, Canada
$119M -$16.9M -402,097 -13%
State Street
5
State Street
Massachusetts
$115M +$2.77M +66,049 +3%
American Century Companies
6
American Century Companies
Missouri
$99.4M +$14.4M +343,906 +18%
AC
7
AltraVue Capital
Washington
$89.2M
PAIM
8
Punch & Associates Investment Management
Minnesota
$76M -$3.76M -89,627 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$66.4M +$574K +13,671 +0.9%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$52.2M -$8.57M -204,105 -15%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$51M +$966K +22,999 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$49.8M +$1.98M +47,088 +4%
Ameriprise
13
Ameriprise
Minnesota
$49M -$3.58M -85,300 -7%
Morgan Stanley
14
Morgan Stanley
New York
$40.6M -$130K -3,094 -0.3%
NTCM
15
Nine Ten Capital Management
Illinois
$38.2M -$7.65M -182,250 -17%
Invesco
16
Invesco
Georgia
$36.4M -$6.07M -144,470 -15%
Northern Trust
17
Northern Trust
Illinois
$32.9M +$2.86M +68,058 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$32.3M +$15.9M +378,221 +104%
HCA
19
Harbor Capital Advisors
Illinois
$31.2M +$665K +15,833 +2%
ACM
20
Ashford Capital Management
Delaware
$28.7M +$1.24M +29,520 +5%
Charles Schwab
21
Charles Schwab
California
$27.7M +$1.21M +28,923 +5%
Boston Partners
22
Boston Partners
Massachusetts
$27.3M +$1.3M +30,958 +5%
Goldman Sachs
23
Goldman Sachs
New York
$20.8M +$3.06M +72,875 +18%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$19.3M +$4.49M +106,965 +32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19.1M -$302K -7,187 -2%

SNEX Hedge Fund Activity: Q4 2024 in Review

285 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2024, worth a combined $2.46B — up 22% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SNEX positions and 29 closed out — a net gain of 31 holders — while 103 added to existing stakes and 79 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $16M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $27.2M sold.

  • 285 institutional investors held StoneX (SNEX) as of Q4 2024, up from 258 in Q3 2024.
  • Funds reported $2.46B of StoneX stock for Q4 2024, up 22% quarter-over-quarter.
  • 60 funds opened new StoneX positions in Q4 2024 and 29 closed out, a net change of +31 holders.
  • The largest StoneX buyer in Q4 2024 was Tidal Investments, an estimated $16M added.
  • The largest StoneX seller in Q4 2024 was Assenagon Asset Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2024.