StoneX Group Inc.

SNEX • NASDAQ

StoneX Group Inc. is a financial - capital markets company in the financial services sector on NASDAQ, led by Philip Andrew Smith, with a market cap of $5.5B. As of Q3 2025, 79% of shares are held by 359 institutional investors, with BlackRock, Inc. as the largest holder at 12.78%.

CEOPhilip Andrew Smith

Market Cap$5.5B

Financial - Capital Markets

Financial Services

Employees4.3K

Websitestonex.com

Country

United States of America

Overview

Overview of institutional ownership in SNEX as of Q3 2025 with a market cap of $5.3B

All Institutions

Institutions: 359
Value Held: $4.2B
Shares Held: 41.3M
Avg Position: $11.6M
Median Position: $806.0K

Hedge Funds

Hedge Funds: 21
Value Held: $167.0M
Shares Held: 1.7M
Avg Position: $8.0M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

76.05%

$4.0B

Hedge Funds

3.17%

$167.0M

Retail & Other

20.78%

$1.1B

Based on market cap of $5.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SNEX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BlackRock, Inc. Institution	Laurence D. Fink CEO	$672.7M 0.01% of portfolio	12.78% 6.7M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$405.7M 0.01% of portfolio	7.71% 4.0M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$243.4M 0.03% of portfolio	4.62% 2.4M shares	≤ Q2 2013 Held for 12y 6m+	$912.31B
A AMERICAN CENTURY COMPANIES INC Institution	-	$217.7M 0.11% of portfolio	4.13% 2.2M shares	Q1 2020 Held for 5y 9m	$195.95B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$184.0M 0.01% of portfolio	3.50% 1.8M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$143.0M 0.03% of portfolio	2.72% 1.4M shares	≤ Q2 2013 Held for 12y 6m+	$466.34B
A AltraVue Capital, LLC RIA/Wealth	Deshay Gould Mccluskey Founder	$132.6M 10.99% of portfolio	2.52% 1.3M shares	Q1 2021 Held for 4y 9m	$1.2B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$121.6M 0.08% of portfolio	2.31% 1.2M shares	Q2 2024 Held for 1y 6m	$161.58B
Van Berkom & Associates Inc. Long Only Manager	Joannes Sebastian Van Berkom CEO	$121.1M 3.44% of portfolio	2.30% 1.2M shares	Q4 2017 Held for 8 years	$3.5B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$114.9M 0.01% of portfolio	2.18% 1.1M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for SNEX in Q3 2025

Traded: +$227.1M
Buyers: 202
Sellers: 143
Total Bought: +$597.7M
Total Sold: −$370.6M
Avg Position: $10.4M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$103.7M +1.0M shares	$405.7M 4.0M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$101.9M +1.0M shares	$243.4M 2.4M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$50.6M +501.1K shares	$121.6M 1.2M shares
HENNESSY ADVISORS INC Institution	+$43.5M +430.6K shares	$54.8M 542.8K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$29.9M +296.3K shares	$42.8M 423.8K shares
BlackRock, Inc. Institution	+$23.2M +230.2K shares	$672.7M 6.7M shares
S Standard Life Aberdeen plc Institution	+$20.0M +197.7K shares	$20.0M 197.7K shares
P PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Institution	+$15.0M +149.0K shares	$15.7M 155.7K shares
JPMORGAN CHASE & CO Institution	+$14.7M +146.1K shares	$76.5M 758.4K shares
FMR LLC Institution	+$13.3M +132.3K shares	$13.7M 135.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDENTREE ASSET MANAGEMENT LP Hedge Fund•Distressed	−$30.3M −300.0K shares	$5.8M 57.2K shares
LORD, ABBETT & CO. LLC Long Only Manager	−$29.1M −318.8K shares	Sold Off 0 shares
P Perpetual Ltd Institution	−$28.0M −277.5K shares	$37.1M 367.7K shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$27.3M −270.7K shares	$9.5M 93.9K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$23.4M −232.2K shares	$143.0M 1.4M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$19.8M −196.0K shares	$217.7M 2.2M shares
MORGAN STANLEY RIA/Wealth	−$16.0M −158.1K shares	$60.7M 601.9K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$12.6M −138.0K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$11.6M −115.4K shares	$1.5M 15.3K shares
Rockefeller Capital Management L.P. Long Only Manager	−$10.7M −105.9K shares	$81.0M 802.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SNEX in Q3 2025

New Positions: 51
New Value: $67.6M
Exited Positions: 42
Exited Value: $121.5M

New Positions

Institution	Position Value
S Standard Life Aberdeen plc Institution	$20.0M 197.7K shares
N NORDEN GROUP LLC Institution	$6.9M 68.8K shares
Beacon Harbor Wealth Advisors, Inc. RIA/Wealth	$5.9M 58.9K shares
I IBEX WEALTH ADVISORS RIA/Wealth	$5.2M 51.7K shares
Aubrey Capital Management Ltd Long Only Manager	$4.3M 43.1K shares
Harvest Investment Services, LLC RIA/Wealth	$3.0M 29.5K shares
Horizon Investments, LLC/SC Long Only Manager	$2.2M 21.6K shares
TWEEDY BROWNE CO LLC// Long Only Manager	$2.0M 19.4K shares
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth	$1.9M 18.7K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$1.8M 18.2K shares

Exited Positions

Institution	Previous Position
LORD, ABBETT & CO. LLC Long Only Manager	$29.1M 318.8K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$12.6M 138.0K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$7.9M 86.4K shares
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	$7.4M 81.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.0M 65.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$5.3M 58.7K shares
EAM Global Investors LLC Long Only Manager	$5.3M 58.6K shares
EAM Investors, LLC Long Only Manager	$5.1M 55.5K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$4.8M 53.1K shares
W Winton Capital Group Ltd Institution	$4.4M 47.8K shares

Options Activity

Institutions with the largest Call and Put options positions in SNEX as of Q3 2025

Call Positions: 6
Call Value: $18.3M
Put Positions: 4
Put Value: $358.3K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.2M 615.5 contracts
J JANE STREET GROUP, LLC Institution	$5.8M 573.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.7M 466.0 contracts
P PEAK6 LLC Institution	$1.2M 122.0 contracts
W WOLVERINE TRADING, LLC Institution	$362.8K 36.0 contracts
B Belvedere Trading LLC Institution	$50.5K 5.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$338.1K 33.5 contracts
B Belvedere Trading LLC Institution	$20.2K 2.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with SNEX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A AltraVue Capital, LLC RIA/Wealth	Deshay Gould Mccluskey Founder	10.99% $132.6M	2.52% 1.3M shares	Q1 2021 Held for 4y 9m	$1.2B
Nine Ten Capital Management LLC Hedge Fund•Long/Short	Russell Chad Mollen President	10.86% $42.1M	0.80% 417.5K shares	Q1 2015 Held for 10y 9m	$388.0M
Hiddenite Capital Partners LP Hedge Fund•Long/Short	Ryan Russell Packard Managing Partner	4.87% $9.0M	0.17% 88.9K shares	Q1 2025 Held for 9 months	$184.4M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	4.20% $71.7M	1.36% 710.9K shares	≤ Q2 2013 Held for 12y 6m+	$1.7B
ASHFORD CAPITAL MANAGEMENT INC Hedge Fund•Growth	Theodore H. Ashford CEO	3.52% $31.6M	0.60% 313.2K shares	Q1 2023 Held for 2y 9m	$897.8M
Cove Street Capital, LLC Hedge Fund•Value	Matthew James Weber President	3.47% $2.6M	0.05% 26.1K shares	Q2 2017 Held for 8y 6m	$75.9M
Van Berkom & Associates Inc. Long Only Manager	Joannes Sebastian Van Berkom CEO	3.44% $121.1M	2.30% 1.2M shares	Q4 2017 Held for 8 years	$3.5B
L LRT Capital Management, LLC Institution	-	3.09% $4.7M	0.09% 46.1K shares	Q2 2025 Held for 6 months	$150.9M
12th Street Asset Management Company, LLC Hedge Fund•Value	Michael Gerard Okeefe Member	1.99% $12.5M	0.24% 123.9K shares	Q2 2021 Held for 4y 6m	$628.0M
MRP Capital Investments, LLC RIA/Wealth	Macarther Royster Plumart Managing Partner	1.92% $2.2M	0.05% 24.5K shares	Q4 2022 Held for 3 years	$116.3M

Hedge Fund Spotlight

Discover hedge funds investing in SNEX

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Hedge Fund • Market Neutral

Portfolio ManagerGeorge Demetrios Papadopoulos

Portfolio Value: $1.6B
Positions: 605
Last Reported: Q3 2025

Sector Allocation

Position in StoneX Group Inc.

Market Value: $225.6K
Shares Held: 2.2K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$48.4M	3.06%
2 Heico Corporation HEI.A	Aerospace & Defense Industrials	$27.5M	1.74%
3 Monster Beverage MNST	Beverages - Non-Alcoholic Consumer Defensive	$23.5M	1.48%