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361 hedge funds and large institutions have $4.09B invested in StoneX in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $7.51M | Put options by funds: $1.79M

4.19% more ownership

Funds ownership: 119.12%123.32% (+4.2%)

3% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

2% less capital invested

Capital invested by funds: $4.18B → $4.09B (-$92.3M)

2% less funds holding

Funds holding: 369361 (-8)

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
125
Reduced
121
Closed
53
Calls
$7.51M
Puts
$1.79M
Net Calls
+$5.73M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$665M +$30.9M +490,748 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$384M +$1.06M +16,860 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$271M +$41.5M +659,656 +18%
American Century Companies
4
American Century Companies
Missouri
$194M -$11M -175,109 -5%
State Street
5
State Street
Massachusetts
$174M +$587K +9,330 +0.3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$143M +$27.7M +441,304 +24%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$134M -$1.29M -20,540 -1%
AC
8
AltraVue Capital
Washington
$125M -$196K -3,120 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$115M +$7.03M +111,772 +7%
VBA
10
Van Berkom & Associates
Quebec, Canada
$109M -$5.36M -85,243 -5%
Ameriprise
11
Ameriprise
Minnesota
$103M +$13.7M +218,378 +15%
JP Morgan Chase
12
JP Morgan Chase
New York
$70M -$2.12M -33,685 -3%
PAIM
13
Punch & Associates Investment Management
Minnesota
$67.3M -$285K -4,527 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$62.5M +$5.17M +82,277 +9%
Invesco
15
Invesco
Georgia
$58.2M +$6.68M +106,329 +13%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$58.1M -$18.1M -287,929 -24%
Boston Partners
17
Boston Partners
Massachusetts
$57.1M +$16.5M +261,891 +42%
Northern Trust
18
Northern Trust
Illinois
$53.9M +$4.09M +65,089 +8%
Charles Schwab
19
Charles Schwab
California
$51.1M +$2.56M +40,666 +5%
HAI
20
Hennessy Advisors Inc
California
$48.8M -$2.78M -44,250 -5%
DCM
21
Driehaus Capital Management
Illinois
$46M +$5.66M +90,113 +14%
NTCM
22
Nine Ten Capital Management
Illinois
$37.8M -$1.89M -30,000 -5%
Goldman Sachs
23
Goldman Sachs
New York
$36.8M +$21.4M +340,441 +142%
CIP
24
Champlain Investment Partners
Vermont
$35.1M -$17.6M -280,233 -34%
ACM
25
Ashford Capital Management
Delaware
$28.4M -$1.41M -22,372 -5%