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XWELL
XWEL

16 hedge funds and large institutions have $492K invested in XWELL in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

1.53% less ownership

Funds ownership: 7.75% → 6.22% (-1.5%)

6% less funds holding

Funds holding: 17 → 16 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

30% less capital invested

Capital invested by funds: $705K → $492K (-$213K)

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.55K
2
TRCT
Tower Research Capital (TRC)
New York
+$1.39K
3
Osaic Holdings
Osaic Holdings
Arizona
+$42
4
JP Morgan Chase
JP Morgan Chase
New York
+$24
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$7

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$87.5K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$34.1K
3
TSS
Two Sigma Securities
New York
-$17.5K
4
Bank of America
Bank of America
North Carolina
-$80
5
WAS
Winch Advisory Services
Wisconsin
-$43
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$125K – – –
Morgan Stanley
2
Morgan Stanley
New York
$121K -$87.5K -53,828 -40%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$80.4K +$7 +4 +0%
State Street
5
State Street
Massachusetts
$24.2K – – –
IWC
6
Integrated Wealth Concepts
Massachusetts
$15.6K – – –
UBS Group
7
UBS Group
Switzerland
$5.15K +$3.55K +2,182 +177%
TRCT
8
Tower Research Capital (TRC)
New York
$4.86K +$1.39K +852 +36%
Group One Trading
9
Group One Trading
Illinois
$358 – – –
Bank of America
10
Bank of America
North Carolina
$83 -$80 -49 -47%
AWM
11
Activest Wealth Management
Florida
$76 – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$39 +$42 +26 New
JP Morgan Chase
13
JP Morgan Chase
New York
$23 +$24 +15 New
SS
14
SBI Securities
Japan
$23 +$24 +15 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5 +$5 +3 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$34.1K -19,710 Closed
TSS
17
Two Sigma Securities
New York
– -$17.5K -10,114 Closed
WAS
18
Winch Advisory Services
Wisconsin
– -$43 -25 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
– -$5 -3 Closed

XWEL Hedge Fund Activity: Q4 2024 in Review

16 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in XWELL (XWEL) for Q4 2024, worth a combined $492K — down 30% from $705K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XWEL and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $3.55K. The largest seller was Morgan Stanley, cutting an estimated $87.5K.

  • 16 institutional investors held XWELL (XWEL) as of Q4 2024, down from 17 in Q3 2024.
  • Funds reported $492K of XWELL stock for Q4 2024, down 30% quarter-over-quarter.
  • 4 funds opened new XWELL positions in Q4 2024 and 5 closed out, a net change of -1 holder.
  • The largest XWELL buyer in Q4 2024 was UBS Group, an estimated $3.55K added.
  • The largest XWELL seller in Q4 2024 was Morgan Stanley, an estimated $87.5K sold.

Based on aggregated 13F filings for Q4 2024.