XCHGXCH
13F holders, Q4 2024 (December 31)3holders +2
3new positions
1sold out
$2.03avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding XCHG Ltd. (XCH) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were HHM Wealth Advisors, LLC ($129K), UBS Group AG ($78K) and Bell Investment Advisors, Inc ($106).
- Company
- XCHG Ltd.
- CUSIP
- 98370X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $207K |
| Exits | 1 | $15K |
All 13F filers, Q3 2024 → Q4 2024: 101,981 shares bought and 1,500 shares sold, net +100,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| HHM Wealth Advisors, LLC | 0.02% | New | 63,692 | $129K |
| UBS Group AG | 0.00% | New | 38,237 | $78K |
| Bell Investment Advisors, Inc | 0.00% | New | 52 | $106 |
"% of holder's portfolio" is XCH's weight in each manager's 13F, not the share of XCHG Ltd. the manager owns.