XCel Brands, Inc. (XELB) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, XCel Brands, Inc. (NASDAQ:XELB) is held by 10 institutional firms.

• These investors collectively held 21.5% of the company's total shares outstanding in December 2025, up from 11.4% in September 2025.
• In percentage terms, this reflects as a holdings change of 133.40% quarter on quarter, and a decrease of 50.00% year over year.
• Of these 10 institutional investors, 9 increased their holdings in XCel Brands, while 0 of them reduced positions, and 1 investors maintained their exposure.
• The total number of shares held by institutions in XCel Brands increased to 839.66K as of December 2025, a net change of up by 479.92K shares quarter on quarter, and up 365.55K shares year over year.
• Potomac Capital Management, Inc.'s holding of 408.40K shares as of December 31, 2025 makes it the primary institutional investor in XCel Brands, owning 10.44% of the stock.
• Among the most significant buyers of XCel Brands during December 2025 were Potomac Capital Management, Inc. (408.40K), TWO SIGMA INVESTMENTS, LP (26.74K), DRW Securities, LLC (17.05K), TWO SIGMA SECURITIES, LLC (13.56K), MORGAN STANLEY (9.30K).
• The top 10 institutional holders of XCel Brands for the quarter ending December 2025 included Potomac Capital Management, Inc. (408.40K), Summit Trail Advisors, LLC (330.95K), DRW Securities, LLC (34.43K), TWO SIGMA INVESTMENTS, LP (26.74K), TWO SIGMA SECURITIES, LLC (13.56K), GEODE CAPITAL MANAGEMENT, LLC (11.23K), MORGAN STANLEY (10.00K), Tower Research Capital LLC (TRC) (2.73K), UBS Group AG (1.59K), BANK OF AMERICA CORP /DE/ (25).