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348 hedge funds and large institutions have $5.87B invested in WIX.com in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

33% more capital invested

Capital invested by funds: $4.4B → $5.87B (+$1.47B)

7% more funds holding

Funds holding: 324348 (+24)

0.49% less ownership

Funds ownership: 84.02%83.52% (-0.49%)

2% less call options, than puts

Call options by funds: $263M | Put options by funds: $270M

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

Holders
348
Holders Change
+24
Holders Change %
+7.41%
% of All Funds
5.07%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
62
Increased
109
Reduced
132
Closed
34
Calls
$263M
Puts
$270M
Net Calls
-$6.53M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
326
GAMMA Investing
California
$2.92K +$2.22K +23 New
PCMC
327
Planning Capital Management Corporation
Pennsylvania
$2.58K +$2.03K +21 New
SWM
328
Spire Wealth Management
Virginia
$2.54K -$1.16K -12 -38%
RIL
329
Rothschild Investment LLC
Illinois
$2.46K +$1.93K +20 New
BIA
330
Bell Investment Advisors
California
$2.34K -$193 -2 -10%
CG
331
Cutler Group
California
$2K -$51.5K -534 -97%
RA
332
Rise Advisors
New York
$1.84K -$1.45K -15 -50%
CSC
333
Caldwell Sutter Capital
California
$1.35K +$1.06K +11 New
AA
334
Addison Advisors
Vermont
$1.23K +$965 +10 New
FG
335
Fairman Group
Pennsylvania
$1.23K +$965 +10 New
IGWM
336
ICA Group Wealth Management
Colorado
$1.23K +$965 +10 New
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$1.11K
GKIM
338
GW&K Investment Management
Massachusetts
$1K
GI
339
Gradient Investments
Minnesota
$861
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$738 -$2.6K -27 -82%
GWM
341
Geneos Wealth Management
Colorado
$738
TPCW
342
TD Private Client Wealth
New York
$492
Jones Financial Companies
343
Jones Financial Companies
Missouri
$492 +$386 +4 New
NSG
344
Nalls Sherbakoff Group
Tennessee
$370 -$193 -2 -40%
AWM
345
Abound Wealth Management
Tennessee
$370
BCM
346
Bourgeon Capital Management
Connecticut
$370 +$96 +1 +50%
CPG
347
Cornerstone Planning Group
New Jersey
$369
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
-$22.2M -229,807 Closed
CC
349
Clearline Capital
New York
-$17.5M -190,845 Closed
TC
350
TwinBeech Capital
New York
-$8.35M -90,924 Closed

WIX Hedge Fund Activity: Q4 2023 in Review

348 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q4 2023, worth a combined $5.87B — up 33% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WIX positions and 34 closed out — a net gain of 28 holders — while 109 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.3M. The largest seller was Citadel Advisors, cutting an estimated $90.6M.

  • 348 institutional investors held WIX.com (WIX) as of Q4 2023, up from 324 in Q3 2023.
  • Funds reported $5.87B of WIX.com stock for Q4 2023, up 33% quarter-over-quarter.
  • 62 funds opened new WIX.com positions in Q4 2023 and 34 closed out, a net change of +28 holders.
  • The largest WIX.com buyer in Q4 2023 was Morgan Stanley, an estimated $73.3M added.
  • The largest WIX.com seller in Q4 2023 was Citadel Advisors, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2023.