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385 hedge funds and large institutions have $5.3B invested in StoneX in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.56M

110% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 30

30% more capital invested

Capital invested by funds: $4.09B → $5.3B (+$1.21B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

7% more funds holding

Funds holding: 361385 (+24)

1.97% more ownership

Funds ownership: 123.32%125.28% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 155

Holders
385
Holders Change
+24
Holders Change %
+6.65%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
63
Increased
140
Reduced
155
Closed
30
Calls
$10.2M
Puts
$2.56M
Net Calls
+$7.6M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$888M +$39.6M +522,718 +5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$302M +$284M +3,740,986 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$280M -$61.1M -805,204 -19%
American Century Companies
4
American Century Companies
Missouri
$274M +$25.7M +338,286 +11%
VCM
5
Vanguard Capital Management
Pennsylvania
$244M +$229M +3,024,896 New
State Street
6
State Street
Massachusetts
$224M +$2.83M +37,355 +1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$203M +$19.9M +262,254 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$170M +$216K +2,842 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$161M +$13.2M +174,318 +10%
AC
10
AltraVue Capital
Washington
$131M -$25.7M -338,451 -17%
Ameriprise
11
Ameriprise
Minnesota
$120M -$10.9M -143,181 -9%
VBA
12
Van Berkom & Associates
Quebec, Canada
$112M -$25.1M -331,006 -19%
Morgan Stanley
13
Morgan Stanley
New York
$76.5M -$2.78M -36,684 -4%
PAIM
14
Punch & Associates Investment Management
Minnesota
$76.1M -$8.96M -118,174 -11%
JP Morgan Chase
15
JP Morgan Chase
New York
$71.9M -$13.8M -181,863 -16%
Northern Trust
16
Northern Trust
Illinois
$69.9M +$1.29M +17,048 +2%
DCM
17
Driehaus Capital Management
Illinois
$69.5M +$10.3M +135,780 +19%
Boston Partners
18
Boston Partners
Massachusetts
$68.2M -$3.73M -49,221 -6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$65.3M -$8.04M -105,958 -12%
Charles Schwab
20
Charles Schwab
California
$64.7M -$246K -3,238 -0.4%
Invesco
21
Invesco
Georgia
$60.6M -$12.6M -166,052 -18%
HAI
22
Hennessy Advisors Inc
California
$56.9M -$4.85M -63,900 -8%
NTCM
23
Nine Ten Capital Management
Illinois
$46.8M -$1.23M -16,250 -3%
CIP
24
Champlain Investment Partners
Vermont
$42.7M -$1.85M -24,372 -4%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$39.4M +$37M +488,054 New