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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
BlackRock
1
BlackRock
New York
$503M -$6.78M -134,755 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M +$1.83M +36,400 +0.8%
American Century Companies
3
American Century Companies
Missouri
$150M +$33.4M +663,556 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$147M -$8.37M -166,430 -5%
State Street
5
State Street
Massachusetts
$133M -$1.42M -28,314 -1%
VBA
6
Van Berkom & Associates
Quebec, Canada
$108M -$31.2M -620,172 -23%
AC
7
AltraVue Capital
Washington
$100M -$3.95M -78,483 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$83.1M +$5.46M +108,502 +7%
Ameriprise
9
Ameriprise
Minnesota
$69.8M +$12.4M +246,300 +22%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$67.9M +$6.83M +135,721 +11%
PL
11
Perpetual Ltd
Australia
$64.7M +$63.9M +1,270,206 New
PAIM
12
Punch & Associates Investment Management
Minnesota
$64.4M -$24.2M -480,212 -28%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$60.4M +$2.14M +42,445 +4%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$57.9M -$1.81M -35,964 -3%
Morgan Stanley
15
Morgan Stanley
New York
$49.1M +$1.53M +30,330 +3%
Invesco
16
Invesco
Georgia
$43.5M +$915K +18,197 +2%
NTCM
17
Nine Ten Capital Management
Illinois
$39.1M -$5.41M -107,626 -12%
Northern Trust
18
Northern Trust
Illinois
$39M +$583K +11,583 +2%
Charles Schwab
19
Charles Schwab
California
$33.8M +$1.33M +26,421 +4%
ACM
20
Ashford Capital Management
Delaware
$32.9M -$707K -14,058 -2%
Boston Partners
21
Boston Partners
Massachusetts
$31.7M -$26.6K -529 -0.1%
HCA
22
Harbor Capital Advisors
Illinois
$30.2M -$6.21M -123,426 -17%
CIP
23
Champlain Investment Partners
Vermont
$29.2M +$18.9M +375,433 +190%
JP Morgan Chase
24
JP Morgan Chase
New York
$27.2M -$10.4M -206,530 -28%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$26M +$25.7M +511,406 New