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WM Technology
MAPS

Overview Fund Activity

89 hedge funds and large institutions have $39.2M invested in WM Technology in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
28
Reduced
23
Closed
19
Calls
$651K
Puts
$48K
Net Calls
+$603K
Net Calls Change
-$593K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$861K
2
AI
2
AXS Investments
New York
$645K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.82M
4
EMG
4
ETF Managers Group
New Jersey
$4.36M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$2.31M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
MC
2
Merlin Capital
Rhode Island
$0
3
TFCP
3
Twin Focus Capital Partners
Massachusetts
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$621K
5
IA
5
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Wolff Wiese Magana
California
$228 +$228 +268 New
EI
77
Ellevest Inc
New York
$129 -$6 -7 -4%
Bank of America
78
Bank of America
North Carolina
$114 -$620 -734 -84%
GIA
79
GHP Investment Advisors
Colorado
$85 +$85 +100 New
US Bancorp
80
US Bancorp
Minnesota
$85 +$85 +100 New
AF
81
Allworth Financial
California
$81 +$81 +95 New
TFP
82
Tilia Fiduciary Partners
North Carolina
$64 – – –
CA
83
Clearstead Advisors
Ohio
$60 – – –
AAP
84
Arax Advisory Partners
Colorado
$51 +$51 +60 New
CHA
85
Carmichael Hill & Associates
Maryland
$43 – – –
FFA
86
Farther Finance Advisors
California
$21 +$21 +25 New
GTAM
87
Global Trust Asset Management
Florida
$8 – – –
BWL
88
Bogart Wealth LLC
Virginia
$4 – – –
PCM
89
Portolan Capital Management
Massachusetts
– -$1.52M -1,507,336 Closed
MC
90
Merlin Capital
Rhode Island
– -$1.04M -1,029,030 Closed
TFCP
91
Twin Focus Capital Partners
Massachusetts
– -$1.02M -1,006,950 Closed
E
92
Ergoteles
New York
– -$116K -114,616 Closed
Squarepoint
93
Squarepoint
New York
– -$107K -105,616 Closed
Millennium Management
94
Millennium Management
New York
– -$76K -75,347 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
– -$38.1K -37,709 Closed
VF
96
Virtu Financial
New York
– -$38K -37,311 Closed
HSA
97
HBK Sorce Advisory
Pennsylvania
– -$32K -30,000 Closed
IA
98
IFP Advisors
Florida
– -$453K -22,000 Closed
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
– -$16.7K -16,503 Closed
LFAS
100
Level Four Advisory Services
Texas
– -$16.2K -16,074 Closed
1 2 3
4
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