HCW Biologics Inc.

13F holders, Q1 2025 (March 31)
15holders −3
4new positions
7sold out
$0.28avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding HCW Biologics Inc. in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 7 sold out. The largest holders were Avantax Planning Partners, Inc. ($79K), Vanguard Group Inc. ($69K) and Geode Capital Management, LLC ($67K).

Company
HCW Biologics Inc.
CUSIP
40423R105
Latest filing quarter
Q1 2025

History

Number of 13F holders

05101520 Q1 2024: 20Q1 2024Q2 2024: 19Q2 2024Q3 2024: 16Q3 2024Q4 2024: 18Q4 2024Q1 2025: 15Q1 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$24K
Exits7$1.0M

All 13F filers, Q4 2024 → Q1 2025: 345,278 shares bought and 2,318,440 shares sold, net −1,973,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Avantax Planning Partners, Inc. 0.00% No change 279,541 $79K
Vanguard Group Inc. 0.00% Add +545.4% 243,158 $69K
Geode Capital Management, LLC 0.00% Add +30.2% 236,967 $67K
Cresset Asset Management, LLC 0.00% No change 131,990 $37K
Pullen Investment Management, LLC 0.01% No change 75,116 $21K
J.W. Cole Advisors, Inc. 0.00% New 53,402 $15K
BlackRock, Inc. 0.00% Reduce -1.9% 42,182 $12K
AE Wealth Management LLC 0.00% No change 30,000 $8K
State Street Corp. 0.00% No change 21,446 $6K
Vanguard Personalized Indexing Management, LLC 0.00% New 16,264 $5K
Citigroup Inc. 0.00% New 14,047 $4K
Northern Trust Corp. 0.00% No change 10,205 $3K
Osaic Holdings, Inc. 0.00% New 1,010 $285
Bank of America Corp. 0.00% Add +43.8% 210 $59
Tower Research Capital LLC (TRC) 0.00% Reduce -98.2% 32 $9

"% of holder's portfolio" is HCW BIOLOGICS INC's weight in each manager's 13F, not the share of HCW Biologics Inc. the manager owns.