Top Wealth Group Hldng Ltd. Class ATWG

13F holders, Q1 2025 (March 31)
3holders −2
1new positions
3sold out
$0.16avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Top Wealth Group Hldng Ltd. Class A (TWG) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were UBS Group AG ($38K), Two Sigma Securities, LLC ($21K) and Morgan Stanley ($2K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$21K
Exits3$56K

All 13F filers, Q4 2024 → Q1 2025: 217,222 shares bought and 201,515 shares sold, net +15,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

UBS Group AG 0.00% Add +56.5% 236,932 $38K
Two Sigma Securities, LLC 0.00% New 131,707 $21K
Morgan Stanley 0.00% No change 10,062 $2K

"% 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.