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32 hedge funds and large institutions have $1.3M invested in CXApp in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $87K | Put options by funds: $43K

0.19% more ownership

Funds ownership: 7.54%7.73% (+0.19%)

11% less funds holding

Funds holding: 3632 (-4)

42% less capital invested

Capital invested by funds: $2.24M → $1.3M (-$945K)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
10
Closed
6
Calls
$87K
Puts
$43K
Net Calls
+$44K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$548K
UBS Group
2
UBS Group
Switzerland
$387K +$484K +343,664 +401%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$142K +$28.2K +20,015 +15%
ZIG
4
Zuckerman Investment Group
Illinois
$40.5K
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.5K
BlackRock
6
BlackRock
New York
$30.8K -$786 -558 -2%
Northern Trust
7
Northern Trust
Illinois
$26.1K +$24.7K +17,544 +153%
State Street
8
State Street
Massachusetts
$21.7K
TSS
9
Two Sigma Securities
New York
$18.8K -$9.44K -6,699 -24%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$15.5K -$34.3K -24,342 -59%
VPIM
11
Vanguard Personalized Indexing Management
California
$12K +$18.8K +13,337 New
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9K
TRCT
13
Tower Research Capital (TRC)
New York
$3.24K +$2.91K +2,065 +135%
HFS
14
Hantz Financial Services
Michigan
$3K
Morgan Stanley
15
Morgan Stanley
New York
$2.51K
Simplex Trading
16
Simplex Trading
Illinois
$2K -$71.9K -50,997 -96%
TFGT
17
TS Financial Group (TSFG)
Illinois
$1K
SS
18
SBI Securities
Japan
$964 -$2.27K -1,608 -60%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$360 -$716 -508 -56%
JP Morgan Chase
20
JP Morgan Chase
New York
$259 -$44.5K -31,563 -99%
Bank of America
21
Bank of America
North Carolina
$124 +$28 +20 +17%
Wells Fargo
22
Wells Fargo
California
$90 -$1.27K -900 -90%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60
Citigroup
24
Citigroup
New York
$25 -$10 -7 -20%
DB
25
Danske Bank
Denmark
$21

CXAI Hedge Fund Activity: Q1 2025 in Review

32 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in CXApp (CXAI) for Q1 2025, worth a combined $1.3M — down 42% from $2.24M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CXAI and 2 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was UBS Group, adding an estimated $484K. The largest seller was HRT Financial, exiting entirely with an estimated $78K sold.

  • 32 institutional investors held CXApp (CXAI) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $1.3M of CXApp stock for Q1 2025, down 42% quarter-over-quarter.
  • 2 funds opened new CXApp positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest CXApp buyer in Q1 2025 was UBS Group, an estimated $484K added.
  • The largest CXApp seller in Q1 2025 was HRT Financial, an estimated $78K sold.

Based on aggregated 13F filings for Q1 2025.