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XWELL
XWEL

13 hedge funds and large institutions have $486K invested in XWELL in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 7.21% → 6.46% (-0.74%)

4% less capital invested

Capital invested by funds: $507K → $486K (-$20.8K)

28% less funds holding

Funds holding: 18 → 13 (-5)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
13
Holders Change
-5
Holders Change %
-27.78%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.9K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.54K
3
AWM
Activest Wealth Management
Florida
+$85
4
Bank of America
Bank of America
North Carolina
+$58

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$56.4K
2
Osaic Holdings
Osaic Holdings
Arizona
-$11K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$3.64K
4
TRCT
Tower Research Capital (TRC)
New York
-$2.68K
5
AW
Avion Wealth
Texas
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$149K – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$139K -$56.4K -33,061 -30%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$83.5K -$3.64K -2,135 -4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$36.8K +$9.54K +5,592 +38%
State Street
5
State Street
Massachusetts
$29.1K – – –
IWC
6
Integrated Wealth Concepts
Massachusetts
$18.6K – – –
UBS Group
7
UBS Group
Switzerland
$17.6K +$15.9K +9,308 +1,927%
TRCT
8
Tower Research Capital (TRC)
New York
$8.09K -$2.68K -1,573 -26%
Morgan Stanley
9
Morgan Stanley
New York
$4.2K -$725 -425 -15%
Group One Trading
10
Group One Trading
Illinois
$430 – – –
AWM
11
Activest Wealth Management
Florida
$90 +$85 +50 New
Bank of America
12
Bank of America
North Carolina
$83 +$58 +34 +283%
Osaic Holdings
13
Osaic Holdings
Arizona
– -$11K -6,508 Closed
VL
14
Vima LLC
Michigan
– -$722 -2,000 Closed
AW
15
Avion Wealth
Texas
– -$1K -150 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$145 -85 -54%
Citigroup
17
Citigroup
New York
– -$130 -77 Closed
OPTFSNA
18
Old Point Trust & Financial Services N A
Virginia
– -$85 -50 Closed
Wells Fargo
19
Wells Fargo
California
– -$56 -33 Closed

XWEL Hedge Fund Activity: Q2 2024 in Review

13 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q2 2024, worth a combined $486K — down 4.1% from $507K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XWEL and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $15.9K. The largest seller was Vanguard Group, cutting an estimated $56.4K.

  • 13 institutional investors held XWELL (XWEL) as of Q2 2024, down from 18 in Q1 2024.
  • Funds reported $486K of XWELL stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 1 fund opened new XWELL positions in Q2 2024 and 6 closed out, a net change of -5 holders.
  • The largest XWELL buyer in Q2 2024 was UBS Group, an estimated $15.9K added.
  • The largest XWELL seller in Q2 2024 was Vanguard Group, an estimated $56.4K sold.

Based on aggregated 13F filings for Q2 2024.