PWM icon

Prestige Wealth

6 hedge funds and large institutions have $29.8K invested in Prestige Wealth in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$10.1K +$10.1K +24,569 New
UBS Group
2
UBS Group
Switzerland
$7.79K -$8.48K -20,681 -52%
HF
3
HRT Financial
New York
$5K +$5K +13,292 New
BlackRock
4
BlackRock
New York
$4.59K
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.26K +$331 +807 +36%
Morgan Stanley
6
Morgan Stanley
New York
$1.08K +$120 +292 +13%
Bank of America
7
Bank of America
North Carolina
-$31.4K -24,179 Closed
Citigroup
8
Citigroup
New York
-$1.53K -1,178 Closed