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36 hedge funds and large institutions have $2.24M invested in CXApp in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $425K | Put options by funds: $220K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $1.86M → $2.24M (+$386K)

9% more funds holding

Funds holding: 3336 (+3)

0.66% more ownership

Funds ownership: 6.87%7.54% (+0.66%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
8
Closed
7
Calls
$425K
Puts
$220K
Net Calls
+$205K
Net Calls Change
+$167K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11M -$21.7K -13,579 -2%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$251K +$23.4K +14,601 +12%
UBS Group
3
UBS Group
Switzerland
$156K +$25.9K +16,204 +23%
Simplex Trading
4
Simplex Trading
Illinois
$96K +$85.3K +53,239 New
HF
5
HRT Financial
New York
$78K +$69K +43,069 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$75.7K +$66.6K +41,587 New
ZIG
7
Zuckerman Investment Group
Illinois
$67K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$63.7K
BlackRock
9
BlackRock
New York
$63.3K +$2.54K +1,588 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$58K +$3 +2 +0%
TSS
11
Two Sigma Securities
New York
$50.1K +$24.1K +15,064 +121%
State Street
12
State Street
Massachusetts
$44K
XT
13
XTX Topco
Cayman Islands
$42.4K +$37.3K +23,277 New
Northern Trust
14
Northern Trust
Illinois
$20.9K
Belvedere Trading
15
Belvedere Trading
Illinois
$19.3K +$17K +10,609 New
SFGP
16
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$18.2K +$16K +10,000 New
HFS
17
Hantz Financial Services
Michigan
$6K
Morgan Stanley
18
Morgan Stanley
New York
$5.08K -$428 -267 -9%
SS
19
SBI Securities
Japan
$4.88K +$4.29K +2,679 New
TRCT
20
Tower Research Capital (TRC)
New York
$2.79K +$1.88K +1,171 +325%
Group One Trading
21
Group One Trading
Illinois
$2.48K -$2.89K -1,806 -57%
TFGT
22
TS Financial Group (TSFG)
Illinois
$2K
Wells Fargo
23
Wells Fargo
California
$1.82K -$4.02K -2,509 -72%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.65K -$112 -70 -7%
SWA
25
SOA Wealth Advisors
New York
$1.28K -$2.48K -1,551 -69%

CXAI Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CXApp (CXAI) for Q4 2024, worth a combined $2.24M — up 21% from $1.86M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CXAI positions and 7 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Simplex Trading, opening a new position worth an estimated $85.3K. The largest seller was LPL Financial, exiting entirely with an estimated $67.4K sold.

  • 36 institutional investors held CXApp (CXAI) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $2.24M of CXApp stock for Q4 2024, up 21% quarter-over-quarter.
  • 10 funds opened new CXApp positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest CXApp buyer in Q4 2024 was Simplex Trading, an estimated $85.3K added.
  • The largest CXApp seller in Q4 2024 was LPL Financial, an estimated $67.4K sold.

Based on aggregated 13F filings for Q4 2024.