New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
XCHG Ltd NASDAQ NMS - GLOBAL MARKET:XCH
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new1 added2 reduced3 exited
Total Institutional Holders
3
as of 2025-12-31
Top Holder
CITADEL ADVISORS LLC
$47.9K
Largest QoQ Increase
CITADEL ADVISORS LLC
+24,144 sh
Largest QoQ Decrease
HHM Wealth Advisors, LLC
-63,692 sh
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 41,635 | +24,144 | $47.9K | +$25.3K | 138.0% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 1,963 | -4,774 | $2.2K | -$6.5K | -70.9% |
| Bell Investment Advisors, Inc | 52 | 0 | $59 | -$9 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 0 | -63,692 | $0 | -$82.2K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -31,400 | $0 | -$40.5K | — |
| EverSource Wealth Advisors, LLC | 0 | -523 | $0 | -$675 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 41,635 | $47.9K | +24,144 | 138.0% |
| UBS Group AG | 1,963 | $2.2K | -4,774 | -70.9% |
| Bell Investment Advisors, Inc | 52 | $59 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for XCH against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.