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Xcel Brands
XELB

10 hedge funds and large institutions have $958K invested in Xcel Brands in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.33% more ownership

Funds ownership: 2.01% → 14.34% (+12%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

47% less funds holding

Funds holding: 19 → 10 (-9)

60% less capital invested

Capital invested by funds: $2.42M → $958K (-$1.46M)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
10
Holders Change
-9
Holders Change %
-47.37%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JCP
JB Capital Partners
New York
+$50.7K
2
QOP
Quinn Opportunity Partners
Virginia
+$37.6K
3
PCM
Perritt Capital Management
Illinois
+$7.16K
4
TRCT
Tower Research Capital (TRC)
New York
+$3.97K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$392K
2
STA
Summit Trail Advisors
New York
-$184K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$38.8K
4
MC
Miramar Capital
Illinois
-$36.6K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$28.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$553K -$184K -49,009 -20%
PCM
2
Perritt Capital Management
Illinois
$179K +$7.16K +1,907 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$107K -$28.8K -7,680 -17%
JCP
4
JB Capital Partners
New York
$42.3K +$50.7K +13,500 +900%
CCM
5
Corsair Capital Management
New York
$41.7K -$4 -1 -0%
QOP
6
Quinn Opportunity Partners
Virginia
$28.2K +$37.6K +10,000 New
TRCT
7
Tower Research Capital (TRC)
New York
$4.61K +$3.97K +1,057 +183%
Morgan Stanley
8
Morgan Stanley
New York
$1.97K – – –
Bank of America
9
Bank of America
North Carolina
$28 – – –
JP Morgan Chase
10
JP Morgan Chase
New York
$6 -$4 -1 -33%
AIC
11
AWM Investment Company
New York
– -$392K -76,923 Closed
Geode Capital Management
12
Geode Capital Management
Massachusetts
– -$38.8K -7,628 Closed
MC
13
Miramar Capital
Illinois
– -$36.6K -7,100 Closed
LCS
14
Levin Capital Strategies
New York
– -$25.4K -5,000 Closed
VF
15
Virtu Financial
New York
– -$19K -3,686 Closed
RPWA
16
Regent Peak Wealth Advisors
Georgia
– -$7.63K -1,500 Closed
XT
17
XTX Topco
Cayman Islands
– -$5.61K -1,102 Closed
State Street
18
State Street
Massachusetts
– -$5.5K -1,080 Closed
CAS
19
Coppell Advisory Solutions
Texas
– -$66 -12 Closed
SS
20
SBI Securities
Japan
– -$3 -1 Closed

XELB Hedge Fund Activity: Q1 2025 in Review

10 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Xcel Brands (XELB) for Q1 2025, worth a combined $958K — down 60% from $2.42M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XELB and 1 opened new positions — a net loss of 9 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was JB Capital Partners, adding an estimated $50.7K. The largest seller was AWM Investment Company, exiting entirely with an estimated $392K sold.

  • 10 institutional investors held Xcel Brands (XELB) as of Q1 2025, down from 19 in Q4 2024.
  • Funds reported $958K of Xcel Brands stock for Q1 2025, down 60% quarter-over-quarter.
  • 1 fund opened new Xcel Brands positions in Q1 2025 and 10 closed out, a net change of -9 holders.
  • The largest Xcel Brands buyer in Q1 2025 was JB Capital Partners, an estimated $50.7K added.
  • The largest Xcel Brands seller in Q1 2025 was AWM Investment Company, an estimated $392K sold.

Based on aggregated 13F filings for Q1 2025.