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33 hedge funds and large institutions have $1.86M invested in CXApp in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $91K | Put options by funds: $53K

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.69% less ownership

Funds ownership: 7.57%6.87% (-0.69%)

20% less capital invested

Capital invested by funds: $2.33M → $1.86M (-$478K)

21% less funds holding

Funds holding: 4233 (-9)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
33
Holders Change
-9
Holders Change %
-21.43%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
7
Closed
17
Calls
$91K
Puts
$53K
Net Calls
+$38K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05M
Geode Capital Management
2
Geode Capital Management
Massachusetts
$207K +$55.7K +26,764 +28%
UBS Group
3
UBS Group
Switzerland
$117K +$110K +52,693 +312%
ZIG
4
Zuckerman Investment Group
Illinois
$75.6K +$14.6K +7,000 +18%
LPL Financial
5
LPL Financial
California
$67.4K +$83.4K +40,100 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$59.9K
BlackRock
7
BlackRock
New York
$55.8K +$22.3K +10,713 +48%
JP Morgan Chase
8
JP Morgan Chase
New York
$53.5K +$66.1K +31,796 +59,992%
State Street
9
State Street
Massachusetts
$40.6K
TFS
10
Thoroughbred Financial Services
Tennessee
$25K +$31.2K +15,000 New
TSS
11
Two Sigma Securities
New York
$21K +$26K +12,490 New
BCM
12
Bayesian Capital Management
New York
$19.5K +$24.1K +11,600 New
Northern Trust
13
Northern Trust
Illinois
$19.3K -$32.3K -15,522 -58%
VVP
14
Venture Visionary Partners
Ohio
$16.8K -$4.16K -2,000 -17%
Wells Fargo
15
Wells Fargo
California
$5.89K +$19 +9 +0.3%
Group One Trading
16
Group One Trading
Illinois
$5.33K +$6.59K +3,170 New
Morgan Stanley
17
Morgan Stanley
New York
$5.14K -$12.1K -5,840 -66%
HFS
18
Hantz Financial Services
Michigan
$5K
SWA
19
SOA Wealth Advisors
New York
$3.79K
TFGT
20
TS Financial Group (TSFG)
Illinois
$2K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.64K -$7.48K -3,598 -79%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.55K +744 +2,255%
Citigroup
23
Citigroup
New York
$974 -$110 -53 -8%
TRCT
24
Tower Research Capital (TRC)
New York
$605 -$7.33K -3,522 -91%
Bank of America
25
Bank of America
North Carolina
$187 -$114 -55 -33%

CXAI Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CXApp (CXAI) for Q3 2024, worth a combined $1.86M — down 20% from $2.33M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CXAI and 8 opened new positions — a net loss of 9 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $110K. The largest seller was Goldman Sachs, exiting entirely with an estimated $109K sold.

  • 33 institutional investors held CXApp (CXAI) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $1.86M of CXApp stock for Q3 2024, down 20% quarter-over-quarter.
  • 8 funds opened new CXApp positions in Q3 2024 and 17 closed out, a net change of -9 holders.
  • The largest CXApp buyer in Q3 2024 was UBS Group, an estimated $110K added.
  • The largest CXApp seller in Q3 2024 was Goldman Sachs, an estimated $109K sold.

Based on aggregated 13F filings for Q3 2024.