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HCW Biologics
HCWB

8 hedge funds and large institutions have $85.5K invested in HCW Biologics in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 0.01% → 0.25% (+0.24%)

43% less funds holding

Funds holding: 14 → 8 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

74% less capital invested

Capital invested by funds: $326K → $85.5K (-$240K)

Holders
8
Holders Change
-6
Holders Change %
-42.86%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
–
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
+$72.8K
2
UBS Group
UBS Group
Switzerland
+$69.2K
3
Wells Fargo
Wells Fargo
California
+$12.4K
4
TRCT
Tower Research Capital (TRC)
New York
+$1.83K
5
FFO
Fortitude Family Office
Arizona
+$436

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$78.9K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$68.6K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$66.9K
4
CAM
Cresset Asset Management
Illinois
-$37.2K
5
PIM
Pullen Investment Management
Florida
-$21.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1
Golden State Wealth Management
California
$39.6K +$72.8K +1,667 New
UBS Group
2
UBS Group
Switzerland
$37.7K +$69.2K +1,586 New
Wells Fargo
3
Wells Fargo
California
$6.74K +$12.4K +283 New
TRCT
4
Tower Research Capital (TRC)
New York
$991 +$1.83K +42 New
FFO
5
Fortitude Family Office
Arizona
$230 +$436 +10 New
Osaic Holdings
6
Osaic Holdings
Arizona
$103 – – –
Bank of America
7
Bank of America
North Carolina
$40 +$44 +1 +100%
SS
8
SBI Securities
Japan
$24 +$44 +1 New
APP
9
Avantax Planning Partners
Iowa
– -$78.9K -1,165 Closed
Vanguard Group
10
Vanguard Group
Pennsylvania
– -$68.6K -1,013 Closed
Geode Capital Management
11
Geode Capital Management
Massachusetts
– -$66.9K -987 Closed
CAM
12
Cresset Asset Management
Illinois
– -$37.2K -550 Closed
PIM
13
Pullen Investment Management
Florida
– -$21.2K -313 Closed
JWCA
14
J.W. Cole Advisors
Florida
– -$15.1K -223 Closed
BlackRock
15
BlackRock
New York
– -$11.9K -176 Closed
AWM
16
AE Wealth Management
Kansas
– -$8.46K -125 Closed
State Street
17
State Street
Massachusetts
– -$6.05K -89 Closed
VPIM
18
Vanguard Personalized Indexing Management
California
– -$4.59K -68 Closed
Citigroup
19
Citigroup
New York
– -$3.96K -59 Closed
Northern Trust
20
Northern Trust
Illinois
– -$2.88K -43 Closed

HCWB Hedge Fund Activity: Q2 2025 in Review

8 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in HCW Biologics (HCWB) for Q2 2025, worth a combined $85.5K — down 74% from $326K a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HCWB and 6 opened new positions — a net loss of 6 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $72.8K. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $78.9K sold.

  • 8 institutional investors held HCW Biologics (HCWB) as of Q2 2025, down from 14 in Q1 2025.
  • Funds reported $85.5K of HCW Biologics stock for Q2 2025, down 74% quarter-over-quarter.
  • 6 funds opened new HCW Biologics positions in Q2 2025 and 12 closed out, a net change of -6 holders.
  • The largest HCW Biologics buyer in Q2 2025 was Golden State Wealth Management, an estimated $72.8K added.
  • The largest HCW Biologics seller in Q2 2025 was Avantax Planning Partners, an estimated $78.9K sold.

Based on aggregated 13F filings for Q2 2025.