XCHGXCH
13F holders, Q2 2025 (June 30)7holders +1
2new positions
1sold out
2famous investors
$1.34avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding XCHG Ltd. (XCH) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were HHM Wealth Advisors, LLC ($85K), Citadel Advisors ($82K) and Morgan Stanley ($26K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $83K |
| Exits | 1 | $58K |
All 13F filers, Q1 2025 → Q2 2025: 63,267 shares bought and 95,114 shares sold, net −31,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HHM Wealth Advisors, LLC | 0.01% | No change | 63,692 | $85K |
| Citadel Advisors | 0.00% | New | 62,017 | $82K |
| Morgan Stanley | 0.00% | Add +6.0% | 19,617 | $26K |
| Renaissance Technologies | 0.00% | Reduce -33.5% | 11,300 | $15K |
| UBS Group AG | 0.00% | Reduce -94.6% | 2,439 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 147 | $197 |
| Bell Investment Advisors, Inc | 0.00% | No change | 52 | $70 |
"% of holder's portfolio" is XCH's weight in each manager's 13F, not the share of XCHG Ltd. the manager owns.