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XWELL
XWEL

Overview Fund Activity

17 hedge funds and large institutions have $632K invested in XWELL in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
$187K
Puts
$22K
Net Calls
+$165K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.9K
2
Morgan Stanley
2
Morgan Stanley
New York
$9.59K
3
UBS Group
3
UBS Group
Switzerland
$2.46K
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.92K
5
VL
5
Vima LLC
Michigan
$174

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$319K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.5K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
S
4
SignatureFD
Georgia
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.5K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$319K 183,501 -53,413 -23%
BlackRock
2
BlackRock
New York
$144K 82,696 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$83.5K 48,522 -1 -0%
State Street
4
State Street
Massachusetts
$27.8K 16,144 – –
IWC
5
Integrated Wealth Concepts
Massachusetts
$18K 10,350 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$11.5K 6,614 -25 -0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$9.9K 5,754 +3,883 +208%
Morgan Stanley
8
Morgan Stanley
New York
$9.59K 5,510 +2,755 +100%
TRCT
9
Tower Research Capital (TRC)
New York
$3.92K 2,251 +759 +51%
UBS Group
10
UBS Group
Switzerland
$2.46K 1,411 +1,411 New
Group One Trading
11
Group One Trading
Illinois
$1.58K 917 – –
VL
12
Vima LLC
Michigan
$174 100 +100 New
Bank of America
13
Bank of America
North Carolina
$122 70 +58 +483%
Wells Fargo
14
Wells Fargo
California
$56 32 +2 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7 4 – –
CG
16
Cutler Group
California
– – -160 Closed
Simplex Trading
17
Simplex Trading
Illinois
– – -66 Closed
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
– – -5 Closed
S
19
SignatureFD
Georgia
– – -2 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – – –
AW
21
Avion Wealth
Texas
$0 150 – –
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 250 +249 +24,900%