XCHGXCH

13F holders, Q1 2025 (March 31)
6holders +3
3new positions
0sold out
1famous investor
$1.21avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding XCHG Ltd. (XCH) in their 13F filings, up 3 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were HHM Wealth Advisors, LLC ($76K), XTX Topco Ltd ($58K) and UBS Group AG ($54K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
XCHG Ltd.
CUSIP
98370X103
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q3 2024: 1Q3 2024Q4 2024: 3Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 6Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$100K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 89,130 shares bought, net +89,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

HHM Wealth Advisors, LLC 0.01% No change 63,692 $76K
XTX Topco Ltd 0.00% New 46,520 $58K
UBS Group AG 0.00% Add +18.6% 45,333 $54K
Morgan Stanley 0.00% New 18,514 $22K
Renaissance Technologies 0.00% New 17,000 $20K
Bell Investment Advisors, Inc 0.00% No change 52 $63

"% of holder's portfolio" is XCH's weight in each manager's 13F, not the share of XCHG Ltd. the manager owns.