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402 hedge funds and large institutions have $15B invested in WIX.com in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $13.5B → $15B (+$1.45B)

5.37% more ownership

Funds ownership: 86.65%92.02% (+5.4%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

1% less funds holding

Funds holding: 406402 (-4)

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

37% less call options, than puts

Call options by funds: $322M | Put options by funds: $508M

Holders
402
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
7%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
57
Increased
140
Reduced
129
Closed
60
Calls
$322M
Puts
$508M
Net Calls
-$186M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$21K +$561 +2 +3%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$18K +$1.4K +5 +9%
BCA
353
Berman Capital Advisors
Georgia
$17K +$5.33K +19 +44%
HGWM
354
Harvest Group Wealth Management
Massachusetts
$17K +$16.8K +60 New
CTC
355
Central Trust Company
Missouri
$15K -$11.2K -40 -44%
SBL
356
Sargent Bickham Lagudis
Colorado
$15K
SI
357
Stephens Inc
Arkansas
$15K +$2.81K +10 +25%
CWP
358
Concord Wealth Partners
Virginia
$15K +$7.85K +28 +117%
AWA
359
Arkadios Wealth Advisors
Georgia
$15K +$15.1K +54 New
LC
360
Lindbrook Capital
California
$14K -$5.05K -18 -27%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$13K -$5.89K -21 -31%
Bessemer Group
362
Bessemer Group
New Jersey
$12K -$8.97K -32 -43%
PWA
363
Phoenix Wealth Advisors
North Carolina
$12K
BMD
364
Better Money Decisions
New Mexico
$10K
GWM
365
Geneos Wealth Management
Colorado
$10K
RCA
366
Ranch Capital Advisors
Florida
$10K +$5.61K +20 +100%
WAS
367
Winch Advisory Services
Wisconsin
$10K +$9.54K +34 New
Canada Pension Plan Investment Board
368
Canada Pension Plan Investment Board
Ontario, Canada
$9K
CCMW
369
Cypress Capital Management (Wyoming)
Wyoming
$9K
EWM
370
Evermay Wealth Management
Virginia
$9K +$8.97K +32 New
H
371
Hexavest
Quebec, Canada
$8K
WLPWM
372
Walled Lake Planning & Wealth Management
Illinois
$8K
TCM
373
Tradewinds Capital Management
Washington
$7K
JWM
374
Janiczek Wealth Management
Colorado
$6K
LWM
375
Liberty Wealth Management
California
$6K

WIX Hedge Fund Activity: Q2 2021 in Review

402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WIX.com (WIX) for Q2 2021, worth a combined $15B — up 11% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of WIX and 57 opened new positions — a net loss of 3 holders — while 129 trimmed existing stakes and 140 added.

The largest buyer was Flossbach Von Storch, adding an estimated $527M. The largest seller was T. Rowe Price Associates, cutting an estimated $806M.

  • 402 institutional investors held WIX.com (WIX) as of Q2 2021, down from 406 in Q1 2021.
  • Funds reported $15B of WIX.com stock for Q2 2021, up 11% quarter-over-quarter.
  • 57 funds opened new WIX.com positions in Q2 2021 and 60 closed out, a net change of -3 holders.
  • The largest WIX.com buyer in Q2 2021 was Flossbach Von Storch, an estimated $527M added.
  • The largest WIX.com seller in Q2 2021 was T. Rowe Price Associates, an estimated $806M sold.

Based on aggregated 13F filings for Q2 2021.