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WBX

Wallbox

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: 3137 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$878K -$437K -27,604 -24%
UBS Group
2
UBS Group
Switzerland
$357K +$509K +32,179 +942%
First Trust Advisors
3
First Trust Advisors
Illinois
$312K -$33.4K -2,113 -6%
Jane Street
4
Jane Street
New York
$215K +$301K +19,021 +761%
Goldman Sachs
5
Goldman Sachs
New York
$141K +$147K +9,280 +194%
HF
6
HRT Financial
New York
$114K +$167K +10,519 +1,174%
AGM
7
Alpine Global Management
New York
$109K +$172K +10,867 New
JP Morgan Chase
8
JP Morgan Chase
New York
$84.3K +$133K +8,416 New
XT
9
XTX Topco
Cayman Islands
$76.4K +$121K +7,627 New
Millennium Management
10
Millennium Management
New York
$61.9K +$97.9K +6,183 New
Morgan Stanley
11
Morgan Stanley
New York
$52.7K +$38K +2,403 +84%
Group One Trading
12
Group One Trading
Illinois
$41K +$64.5K +4,074 +18,518%
CSS
13
Cubist Systematic Strategies
Connecticut
$32.1K +$50.8K +3,208 New
JSC
14
J. Stern & Co
United Kingdom
$25K
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$18.4K +$29K +1,833 New
LPL Financial
16
LPL Financial
California
$13.4K -$855 -54 -4%
TRCT
17
Tower Research Capital (TRC)
New York
$12.1K +$16.2K +1,021 +540%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$11.4K +$18K +1,137 New
Two Sigma Investments
19
Two Sigma Investments
New York
$11.3K +$17.9K +1,129 New
Osaic Holdings
20
Osaic Holdings
Arizona
$11.3K +$602 +38 +3%
OMC
21
Old Mission Capital
Illinois
$9.63K +$15.2K +962 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$8.13K -$2.14K -135 -14%
Bank of America
23
Bank of America
North Carolina
$7.8K -$19.9K -1,260 -62%
VF
24
Virtu Financial
New York
$6K +$9.85K +622 New
Raymond James Financial
25
Raymond James Financial
Florida
$5.11K +$8.07K +510 New

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.