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XWELL
XWEL

17 hedge funds and large institutions have $705K invested in XWELL in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $486K → $705K (+$219K)

31% more funds holding

Funds holding: 13 → 17 (+4)

1.29% more ownership

Funds ownership: 6.46% → 7.75% (+1.3%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$243K
2
TSS
Two Sigma Securities
New York
+$18.7K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.2K
4
Bank of America
Bank of America
North Carolina
+$107
5
WAS
Winch Advisory Services
Wisconsin
+$46

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15.8K
2
TRCT
Tower Research Capital (TRC)
New York
-$3.92K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$131
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$232K +$243K +131,558 +5,634%
BlackRock
2
BlackRock
New York
$143K – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$133K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$92.7K +$13.2K +7,173 +15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$34.1K -$1.31K -709 -3%
State Street
6
State Street
Massachusetts
$27.9K – – –
IWC
7
Integrated Wealth Concepts
Massachusetts
$17.9K – – –
TSS
8
Two Sigma Securities
New York
$17.5K +$18.7K +10,114 New
TRCT
9
Tower Research Capital (TRC)
New York
$4.09K -$3.92K -2,125 -47%
UBS Group
10
UBS Group
Switzerland
$2.13K -$15.8K -8,561 -87%
Group One Trading
11
Group One Trading
Illinois
$413 – – –
Bank of America
12
Bank of America
North Carolina
$180 +$107 +58 +126%
AWM
13
Activest Wealth Management
Florida
$87 – – –
WAS
14
Winch Advisory Services
Wisconsin
$43 +$46 +25 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$5 +$6 +3 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$131 -71 -99%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
– +$4 +2 New

XWEL Hedge Fund Activity: Q3 2024 in Review

17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q3 2024, worth a combined $705K — up 45% from $486K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XWEL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $243K. The largest seller was UBS Group, cutting an estimated $15.8K.

  • 17 institutional investors held XWELL (XWEL) as of Q3 2024, up from 13 in Q2 2024.
  • Funds reported $705K of XWELL stock for Q3 2024, up 45% quarter-over-quarter.
  • 4 funds opened new XWELL positions in Q3 2024 and 0 closed out, a net change of +4 holders.
  • The largest XWELL buyer in Q3 2024 was Morgan Stanley, an estimated $243K added.
  • The largest XWELL seller in Q3 2024 was UBS Group, an estimated $15.8K sold.

Based on aggregated 13F filings for Q3 2024.