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WBX

Wallbox
WBX

37 hedge funds and large institutions have $2.63M invested in Wallbox in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

19% more funds holding

Funds holding: 31 → 37 (+6)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0.05% less ownership

Funds ownership: 0.16% → 0.11% (-0.05%)

71% less capital invested

Capital invested by funds: $9.16M → $2.63M (-$6.53M)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$509K
2
Jane Street
Jane Street
New York
+$301K
3
AGM
Alpine Global Management
New York
+$172K
4
HF
HRT Financial
New York
+$167K
5
Goldman Sachs
Goldman Sachs
New York
+$147K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.5M
2
Stifel Financial
Stifel Financial
Missouri
-$437K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$258K
4
KAS
Kestra Advisory Services
Texas
-$122K
5
First Trust Advisors
First Trust Advisors
Illinois
-$33.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
26
Mesirow Financial Investment Management
Illinois
$5.01K -$7.92K -500 -50%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4K +$2.25K +142 +72%
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$3.89K – – –
HI
29
Hoey Investments
Pennsylvania
$1K – – –
RS
30
R Squared
Hong Kong
$409 +$649 +41 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$350 – – –
CA
32
Crewe Advisors
Utah
$251 – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140 -$1.61K -102 -88%
S
34
SignatureFD
Georgia
$75 +$127 +8 New
SPIA
35
Steward Partners Investment Advisory
New York
$50 – – –
SS
36
SBI Securities
Japan
$50 +$79 +5 New
Wells Fargo
37
Wells Fargo
California
$43 -$1.12K -71 -95%
Invesco
38
Invesco
Georgia
– -$4.5M -184,519 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$258K -10,583 Closed
KAS
40
Kestra Advisory Services
Texas
– -$122K -5,000 Closed
TSS
41
Two Sigma Securities
New York
– -$21.1K -863 Closed
Squarepoint
42
Squarepoint
New York
– -$18.4K -753 Closed
GI
43
GAMMA Investing
California
– -$1.76K -72 Closed
W
44
WealthCollab
Washington
– -$127 -5 Closed
1
2

WBX Hedge Fund Activity: Q4 2024 in Review

37 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wallbox (WBX) for Q4 2024, worth a combined $2.63M — down 71% from $9.16M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WBX positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $509K. The largest seller was Invesco, exiting entirely with an estimated $4.5M sold.

  • 37 institutional investors held Wallbox (WBX) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $2.63M of Wallbox stock for Q4 2024, down 71% quarter-over-quarter.
  • 14 funds opened new Wallbox positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest Wallbox buyer in Q4 2024 was UBS Group, an estimated $509K added.
  • The largest Wallbox seller in Q4 2024 was Invesco, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2024.