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XWELL
XWEL

Overview Fund Activity

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.

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.25%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$232K
2
TSS
2
Two Sigma Securities
New York
$17.5K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$92.7K
4
Bank of America
4
Bank of America
North Carolina
$180
5
WAS
5
Winch Advisory Services
Wisconsin
$43

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.13K
2
TRCT
2
Tower Research Capital (TRC)
New York
$4.1K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$34.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$232K 133,893 +131,558 +5,634%
BlackRock
2
BlackRock
New York
$143K 82,693 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$133K 77,073 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$92.7K 53,560 +7,173 +15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$34.1K 19,710 -709 -3%
State Street
6
State Street
Massachusetts
$27.9K 16,144 – –
IWC
7
Integrated Wealth Concepts
Massachusetts
$17.9K 10,350 – –
TSS
8
Two Sigma Securities
New York
$17.5K 10,114 +10,114 New
TRCT
9
Tower Research Capital (TRC)
New York
$4.1K 2,367 -2,125 -47%
UBS Group
10
UBS Group
Switzerland
$2.13K 1,230 -8,561 -87%
Group One Trading
11
Group One Trading
Illinois
$413 239 – –
Bank of America
12
Bank of America
North Carolina
$180 104 +58 +126%
AWM
13
Activest Wealth Management
Florida
$87 50 – –
WAS
14
Winch Advisory Services
Wisconsin
$43 25 +25 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$5 3 +3 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$0 1 -71 -99%
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$0 2 +2 New