Who Owns HCWB?

HCW Biologics Inc. — Institutional Ownership & 13F Holdings

$0.41

-0.03 (-5.90%)

Market Cap

$1.3M

Shares Outstanding

2,085,846

Institutional Holders

15

Total Inst. Value

$324K

% of Float Held

QoQ Holder Change

-3

Institutional data as of Q1 2025

New Positions

4

Closed Positions

8

Increased

3

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Avantax Planning Partners, Inc.$79K279,541
2VANGUARD GROUP INC$68K243,158
3GEODE CAPITAL MANAGEMENT, LLC$66K236,967
4Cresset Asset Management, LLC$37K131,990
5Pullen Investment Management, LLC$21K75,116
6J.W. COLE ADVISORS, INC.New$15K53,402
7BlackRock, Inc.$12K42,182
8AE Wealth Management LLC$8K30,000
9STATE STREET CORP$6K21,446
10Vanguard Personalized Indexing Management, LLCNew$5K16,264

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Tower Research Capital LLC (TRC)-2K$9
BlackRock, Inc.-807$12K

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Frequently Asked Questions

How many institutional investors hold HCWB?

As of Q1 2025, 15 institutional investors report holding HCWB (HCW Biologics Inc.) in their 13F filings.

Which hedge fund owns the most HCWB?

The largest institutional holder of HCWB is Avantax Planning Partners, Inc. with $79K in shares.

Are institutions buying or selling HCWB?

This quarter, 4 institutions opened new positions in HCWB and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.