StoneX Group Inc. hedge fund holdings
SNEXNASDAQ$67.43+1.62 (+2.46% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SNEX · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+53.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 119 | 99 | $345M | $241M | 324 | Aug 14, 2025 |
| Q3 2025 | 141 | 109 | $655M | $429M | 348 | Nov 14, 2025 |
| Q4 2025 | 114 | 126 | $323M | $262M | 342 | Feb 14, 2026 |
| Q1 2026 | 138 | 114 | $408M | $313M | 369 | May 15, 2026 |
| Q2 2026 | 199 | 144 | $791M | $970M | 440 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
440 filersNew position
91$233M+1.96M sh
Increased
108$558M+4.71M sh
Reduced
117-$901M-7.61M sh
Out / sold
27-$68.8M-580K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Van Berkom & Associates Inc. | Reduce 73.07% | -$240M | $88.4M | 2.85% | Aug 5, 2026 |
| Wasatch Advisors LP | New Buy | +$140M | $140M | 0.91% | Jul 10, 2026 |
| Nine Ten Capital Management LLC | Reduce 85.40% | -$58.7M | $10M | 3.12% | Aug 14, 2026 |
| Champlain Investment Partners, LLC | Reduce 55.25% | -$34.6M | $28.1M | 0.72% | Aug 12, 2026 |
| Empowered Funds, LLC | Added 847.41% | +$30.7M | $34.3M | 0.18% | Aug 17, 2026 |
| AltraVue Capital, LLC | Reduce 15.46% | -$29.8M | $163M | 11.76% | Aug 13, 2026 |
| Punch & Associates Investment Management, Inc. | Reduce 26.44% | -$29.6M | $82.2M | 4.07% | Aug 14, 2026 |
| Ashford Capital Management Inc | Reduce 40.84% | -$22.6M | $32.7M | 3.51% | Aug 21, 2026 |
| Motley Fool Wealth Management, LLC | Reduce 98.26% | -$20.5M | $364K | 5.52% | Aug 6, 2026 |
| T. Rowe Price Investment Management, Inc. | Reduce 6.81% | -$20.3M | $277M | 0.18% | Aug 14, 2026 |
| Private Capital Management, LLC | Sell 100% | -$18.8M | $0 | 0.00% | Aug 14, 2026 |
| Hennessy Advisors Inc | Reduce 20.03% | -$16.8M | $66.9M | 2.14% | Jul 16, 2026 |
| Bessemer Group Inc | Added 63.74% | +$14.8M | $38M | 0.05% | Aug 12, 2026 |
| Tidal Investments LLC | Reduce 29.05% | -$13.4M | $32.8M | 0.06% | Aug 13, 2026 |
| Public Employees Retirement Association of Colorado | Reduce 36.38% | -$13.4M | $23.4M | 0.08% | Aug 11, 2026 |
| Perpetual Ltd | Reduce 33.58% | -$13.1M | $26M | 0.37% | Jul 15, 2026 |
| Swedbank AB | New Buy | +$11.5M | $11.5M | 0.01% | Jul 15, 2026 |
| CX Institutional | Reduce 99.80% | -$9.49M | $19K | 0.00% | Jul 2, 2026 |
| Burney Co/ | Added 449.94% | +$9.45M | $11.5M | 0.31% | Jul 15, 2026 |
| Aberdeen Group plc | Reduce 30.64% | -$9.3M | $21M | 0.03% | Jul 31, 2026 |
| Caisse de depot et placement du Quebec | Sell 100% | -$8.89M | $0 | 0.00% | Aug 14, 2026 |
| Motley Fool Asset Management LLC | Reduce 25.11% | -$7.98M | $23.8M | 0.92% | Aug 6, 2026 |
| 12th Street Asset Management Company, LLC | Reduce 35.48% | -$7.86M | $14.3M | 2.04% | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | New Buy | +$7.08M | $7.08M | 0.34% | Jul 13, 2026 |
| Exchange Traded Concepts, LLC | Reduce 72.25% | -$6.29M | $2.41M | 0.01% | Aug 11, 2026 |
| Polar Capital Holdings Plc | Reduce 49.15% | -$5.94M | $6.15M | 0.01% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 3573.53% | +$4.81M | $4.95M | 0.01% | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 73.25% | -$4.51M | $1.65M | 0.00% | Aug 6, 2026 |
| Tweedy, Browne Co LLC | Sell 100% | -$4.36M | $0 | 0.00% | Aug 7, 2026 |
| Lisanti Capital Growth, LLC | New Buy | +$4.11M | $4.11M | 0.90% | Aug 10, 2026 |
| Harbor Capital Advisors, Inc. | Reduce 34.38% | -$4.01M | $7.66M | 0.52% | Aug 7, 2026 |
| Public Sector Pension Investment Board | Reduce 10.54% | -$3.95M | $33.5M | 0.09% | Aug 13, 2026 |
| CSM Advisors, LLC | Reduce 31.09% | -$3.93M | $8.7M | 0.19% | Aug 14, 2026 |
| Legato Capital Management LLC | Reduce 19.51% | -$3.89M | $16.1M | 1.33% | Aug 6, 2026 |
| Phocas Financial Corp. | Reduce 23.72% | -$3.82M | $12.3M | 1.71% | Jul 31, 2026 |
| Leuthold Group, LLC | Sell 100% | -$3.8M | $0 | 0.00% | Aug 4, 2026 |
| 2Xideas AG | Reduce 70.26% | -$3.7M | $1.57M | 0.67% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Added 64.07% | +$3.65M | $9.35M | 0.02% | Aug 14, 2026 |
| First Trust Advisors LP | Added 141.88% | +$3.17M | $5.4M | 0.00% | Aug 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | New Buy | +$3.08M | $3.08M | 0.03% | Aug 11, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$2.98M | $2.98M | 0.05% | Jul 28, 2026 |
| Woodmont Investment Counsel LLC | Reduce 7.17% | -$2.91M | $37.7M | 2.06% | Jul 27, 2026 |
| EFG International AG | Added 182.57% | +$2.62M | $4.06M | 0.07% | Aug 14, 2026 |
| LRT Capital Management, LLC | Sell 100% | -$2.48M | $0 | 0.00% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Added 528.26% | +$2.24M | $2.66M | 0.00% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Sell 100% | -$2.19M | $0 | 0.00% | Aug 14, 2026 |
| Chatham Capital Group, Inc. | Reduce 23.32% | -$2.13M | $6.99M | 0.89% | Jul 13, 2026 |
| Bridge City Capital, LLC | New Buy | +$2.11M | $2.11M | 0.48% | Aug 11, 2026 |
| FCG Investment Co | New Buy | +$2.07M | $2.07M | 0.72% | Jul 13, 2026 |
| Riverwater Partners LLC | Reduce 36.92% | -$2.01M | $3.44M | 1.02% | Aug 14, 2026 |
| Arkadios Wealth Advisors | New Buy | +$1.89M | $1.89M | 0.03% | Aug 10, 2026 |
| Arete Wealth Advisors, LLC | New Buy | +$1.79M | $1.79M | 0.12% | Aug 13, 2026 |
| Hussman Strategic Advisors, Inc. | Sell 100% | -$1.78M | $0 | 0.00% | Aug 3, 2026 |
| Peregrine Capital Management LLC | Reduce 20.85% | -$1.67M | $6.36M | 0.21% | Jul 17, 2026 |
| Driehaus Capital Management LLC | Added 1.62% | +$1.65M | $104M | 0.60% | Aug 14, 2026 |
| Teachers Retirement System of the State of Kentucky | Added 85.40% | +$1.58M | $3.43M | 0.02% | Aug 12, 2026 |
| Eddie Patel Inc | New Buy | +$1.56M | $1.56M | 0.93% | Aug 11, 2026 |
| Cookson Peirce & Co Inc | New Buy | +$1.54M | $1.54M | 0.05% | Jul 23, 2026 |
| Trek Financial, LLC | New Buy | +$1.52M | $1.52M | 0.08% | Aug 13, 2026 |
| OP Asset Management Ltd | Reduce 13.43% | -$1.39M | $8.94M | 0.10% | Jul 28, 2026 |
| Wellington Management Group LLP | New Buy | +$1.38M | $1.38M | 0.00% | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | Sell 100% | -$1.37M | $0 | 0.00% | Aug 14, 2026 |
| State of Alaska, Department of Revenue | Reduce 30.04% | -$1.34M | $3.13M | 0.03% | Jul 20, 2026 |
| Schroder Investment Management Group | Reduce 28.07% | -$1.34M | $3.43M | 0.00% | Aug 13, 2026 |
| Atria Investments, Inc | Reduce 36.73% | -$1.33M | $2.29M | 0.02% | Jul 28, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 7.86% | +$1.13M | $15.4M | 0.02% | Aug 13, 2026 |
| Jefferson Bridge Capital, LLC | Reduce 10.34% | -$1.12M | $9.71M | 8.42% | Jul 21, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | New Buy | +$1.08M | $1.08M | 0.00% | Aug 10, 2026 |
| Daiwa Securities Group Inc. | New Buy | +$1.03M | $1.03M | 0.00% | Jul 31, 2026 |
| MRP Capital Investments, LLC | Added 40.15% | +$1.02M | $3.55M | 2.61% | Aug 10, 2026 |
| Guggenheim Capital LLC | Added 341.39% | +$1M | $1.3M | 0.01% | Aug 12, 2026 |
| Summit Global Investments | Added 207.22% | +$963K | $1.43M | 0.08% | Aug 3, 2026 |
| Natixis Advisors, LLC | Added 22.91% | +$852K | $4.57M | 0.01% | Aug 14, 2026 |
| Diversified Trust Co | Reduce 47.67% | -$799K | $877K | 0.01% | Jul 17, 2026 |
| Twinbeech Capital LP | Reduce 30.77% | -$753K | $1.69M | 0.31% | Aug 14, 2026 |
| Infrastructure Capital Advisors, LLC | Reduce 61.10% | -$745K | $474K | 0.03% | Aug 13, 2026 |
| Lord, Abbett & Co. LLC | Reduce 1.43% | -$729K | $50.4M | 0.14% | Aug 14, 2026 |
| Cynosure Group, LLC | New Buy | +$711K | $711K | 0.11% | Aug 5, 2026 |
| Montanaro Asset Management Ltd | Reduce 19.74% | -$702K | $2.85M | 0.90% | Aug 12, 2026 |
| Loomis Sayles & Co L P | Reduce 2.62% | -$675K | $25.1M | 0.03% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 8.78% | +$658K | $8.15M | 0.01% | Aug 13, 2026 |
| Harvest Investment Services, LLC | Added 10.64% | +$649K | $6.75M | 1.04% | Aug 14, 2026 |
| Horizon Investments, LLC | Added 18.24% | +$636K | $4.12M | 0.05% | Aug 13, 2026 |
| Segall Bryant & Hamill, LLC | Added 1.77% | +$627K | $36.1M | 0.43% | Aug 12, 2026 |
| Blair William & Co | Added 4.42% | +$599K | $14.1M | 0.04% | Aug 11, 2026 |
| Mcguire Capital Advisors Inc | New Buy | +$580K | $580K | 0.32% | Aug 14, 2026 |
| Vident Advisory, LLC | Reduce 30.91% | -$561K | $1.25M | 0.01% | Aug 12, 2026 |
| Revisor Wealth Management LLC | New Buy | +$537K | $537K | 0.13% | Jul 22, 2026 |
| Principal Securities, Inc. | New Buy | +$536K | $536K | 0.01% | Aug 4, 2026 |
| Gladstone Institutional Advisory LLC | New Buy | +$533K | $533K | 0.02% | Jul 27, 2026 |
| Equitable Trust Co | Sell 100% | -$519K | $0 | 0.00% | Jul 23, 2026 |
| Neo Ivy Capital Management | Sell 100% | -$499K | $0 | 0.00% | Aug 14, 2026 |
| Triumph Capital Management | New Buy | +$490K | $490K | 0.09% | Jul 21, 2026 |
| Thoroughbred Financial Services, LLC | New Buy | +$489K | $489K | 0.02% | Aug 11, 2026 |
| GK Wealth Management LLC | New Buy | +$483K | $483K | 0.25% | Jul 7, 2026 |
| Convergence Investment Partners, LLC | Added 8.28% | +$459K | $6M | 0.57% | Jul 31, 2026 |
| Liberty One Investment Management, LLC | Reduce 25.95% | -$453K | $1.29M | 0.13% | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | Added 9.02% | +$452K | $5.47M | 0.06% | Aug 12, 2026 |
| Voleon Capital Management LP | Reduce 47.10% | -$451K | $507K | 0.01% | Aug 14, 2026 |
| Yukon Wealth Management, Inc. | New Buy | +$436K | $436K | 0.12% | Aug 17, 2026 |