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338 hedge funds and large institutions have $3.73B invested in WIX.com in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 129 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

4% more funds holding

Funds holding: 325338 (+13)

2.73% more ownership

Funds ownership: 81.06%83.79% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

17% less call options, than puts

Call options by funds: $104M | Put options by funds: $125M

22% less capital invested

Capital invested by funds: $4.75B → $3.73B (-$1.03B)

26% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 129

Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
65
Increased
96
Reduced
129
Closed
48
Calls
$104M
Puts
$125M
Net Calls
-$20.9M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Arlington Partners
Alabama
$3.76K
GRP
302
Global Retirement Partners
California
$3.36K -$740 -9 -17%
PAI
303
Pittenger & Anderson Inc
Nebraska
$3.13K +$3.29K +40 New
UB
304
UMB Bank
Missouri
$3.05K -$823 -10 -20%
CWP
305
Concord Wealth Partners
Virginia
$2.97K
RI
306
Ridgewood Investments
New Jersey
$2.58K
SWM
307
Spire Wealth Management
Virginia
$2.49K
RA
308
Rise Advisors
New York
$2.35K
ZB
309
Zions Bancorporation
Utah
$2.11K -$494 -6 -18%
HFS
310
Hantz Financial Services
Michigan
$2K
TCM
311
Tradewinds Capital Management
Washington
$1.96K
IA
312
IFP Advisors
Florida
$1.88K -$11.5K -140 -85%
SWA
313
Sutton Wealth Advisors
Florida
$1.17K
CCA
314
Column Capital Advisors
Indiana
$1.09K
NA
315
NewEdge Advisors
Louisiana
$1.09K
BTI
316
Blue Trust Inc
Georgia
$1K -$33.8K -411 -98%
TAIM
317
TD Ameritrade Investment Management
Nebraska
$1K
BG
318
Bollard Group
Massachusetts
$1K +$658 +8 New
GKIM
319
GW&K Investment Management
Massachusetts
$1K +$658 +8 New
FSWA
320
Financial Synergies Wealth Advisors
Texas
$861 +$905 +11 New
AIM
321
Anchor Investment Management
South Carolina
$782
IGWM
322
ICA Group Wealth Management
Colorado
$782
BIA
323
Bell Investment Advisors
California
$705 -$1.15K -14 -61%
WT
324
Washington Trust
Rhode Island
$704 -$247 -3 -25%
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California
$704 +$740 +9 New

WIX Hedge Fund Activity: Q2 2023 in Review

338 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q2 2023, worth a combined $3.73B — down 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WIX positions and 48 closed out — a net gain of 17 holders — while 96 added to existing stakes and 129 trimmed.

The largest buyer was Starboard Value, adding an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $138M.

  • 338 institutional investors held WIX.com (WIX) as of Q2 2023, up from 325 in Q1 2023.
  • Funds reported $3.73B of WIX.com stock for Q2 2023, down 22% quarter-over-quarter.
  • 65 funds opened new WIX.com positions in Q2 2023 and 48 closed out, a net change of +17 holders.
  • The largest WIX.com buyer in Q2 2023 was Starboard Value, an estimated $149M added.
  • The largest WIX.com seller in Q2 2023 was Morgan Stanley, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2023.