Top Wealth Group Hldng Ltd. Class ATWG

13F holders, Q4 2024 (December 31)
5holders +1
3new positions
2sold out
$0.28avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Top Wealth Group Hldng Ltd. Class A (TWG) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were XTX Topco Ltd ($44K), UBS Group AG ($42K) and HRT Financial LP ($7K).

Company
Top Wealth Group Hldng Ltd. Class A
CUSIP
G8945S102
Latest filing quarter
Q2 2025

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$51K
Exits2$99K

All 13F filers, Q3 2024 → Q4 2024: 335,473 shares bought and 54,900 shares sold, net +280,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

XTX Topco Ltd 0.00% New 158,761 $44K
UBS Group AG 0.00% Add +3676.0% 151,417 $42K
HRT Financial LP 0.00% Add +8.5% 25,502 $7K
StoneX Group Inc. 0.00% New 17,252 $5K
Morgan Stanley 0.00% New 10,062 $3K

"% of holder's portfolio" is TWG's weight in each manager's 13F, not the share of Top Wealth Group Hldng Ltd. Class A the manager owns.