AurelionAURE

13F holders, Q1 2025 (March 31)
6holders
2new positions
2sold out
1famous investor
$0.40avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Aurelion Inc. (AURE) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($10K), UBS Group AG ($8K) and HRT Financial LP ($5K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aurelion Inc.
Filed as
PRESTIGE WEALTH INC (Q1 2025)
CUSIP
G7244A119
Latest filing quarter
Q4 2025

History

Number of 13F holders

02468 Q1 2024: 1Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 6Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 5Q3 2025Q4 2025: 8Q4 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$15K
Exits2$33K

All 13F filers, Q4 2024 → Q1 2025: 38,960 shares bought and 46,038 shares sold, net −7,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Citadel Advisors 0.00% New 24,569 $10K
UBS Group AG 0.00% Reduce -52.1% 18,997 $8K
HRT Financial LP 0.00% New 13,292 $5K
BlackRock, Inc. 0.00% No change 11,192 $5K
JPMorgan Chase & Co. 0.00% Add +35.5% 3,078 $1K
Morgan Stanley 0.00% Add +12.5% 2,627 $1K

"% of holder's portfolio" is AURE's weight in each manager's 13F, not the share of Aurelion Inc. the manager owns.