Prestige Wealth
PWM
PWM
6 hedge funds and large institutions have $105K invested in Prestige Wealth in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$42.4K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.4K |
| 3 |
Morgan Stanley
New York
|
+$3.04K |
| 4 |
JPMorgan Chase & Co
New York
|
+$2.95K |
| 5 |
Citigroup
New York
|
+$1.53K |
Top Sellers
| 1 |
VF
Virtu Financial
New York
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $51.6K | +$42.4K | +32,581 | +459% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $31.4K | +$31.4K | +24,179 | New |
|
3
BlackRock
New York
| $14.6K | – | – | – |
|
|
4
Morgan Stanley
New York
| $3.04K | +$3.04K | +2,335 | New |
|
|
5
JPMorgan Chase & Co
New York
| $2.95K | +$2.95K | +2,271 | New |
|
|
6
Citigroup
New York
| $1.53K | +$1.53K | +1,178 | New |
|
|
VF
7
Virtu Financial
New York
| – | -$9K | -11,122 | Closed |
|