The concentrated buying by three large passive managers suggests growing institutional recognition in a micro-cap biotech. Traders should monitor for follow-on volume and potential catalysts (e.g., clinical updates) that may have triggered this coordinated accumulation.
Executive Summary
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in ALX Oncology Holdings (ALXO) during Q4 2024, collectively adding $4.2 million in new holdings with no institutional selling observed. The largest moves came from Morgan Stanley and UBS, which both more than doubled their stakes, signaling strong institutional accumulation in a stock with a small $114M market cap.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +679.1% | $4.2M | $3.6M |
| UBS | DOUBLED | +1295.5% | $681.0K | $628.0K |
| Wells Fargo | ADD | +53.4% | $27.0K | $8.0K |
Key Facts
- 3 institutional buyers added $4.2M in net new positions during 2024-Q4
- Morgan Stanley increased holdings by 679.1%, adding 2.18M shares (value up $3.6M)
- UBS increased holdings by 1295.5%, adding 378.8K shares (value up $628K)
- Wells Fargo added 5.6K shares (value up $8K)
- No institutional sellers reported in this quarter
Financial Impact
3 institutions accumulated $4.2M in net new positions, increasing total institutional value by 534% from $700K to $4.9M
Risk Factors
- All buyers are passive managers — the activity may reflect index rebalancing rather than fundamental conviction
- Low float and small market cap make the stock vulnerable to volatility if sentiment shifts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ALXO-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | SC 13D/A | $1.14 $1.13 | ▼ −0.88% | ▼ −0.73% | — |
Oct 15, 2026 12d ago | 8-K | $1.06 $1.17 | ▲ +10.38% | ▲ +10.81% | — |
Sep 28, 2026 29d ago | Press Release | $1.39 $1.21 | ▼ −12.95% | ▼ −14.15% | — |
Aug 15, 2026 10w ago | Institutional Cluster | $1.97 $1.99 | ▲ +1.02% | ▲ +2.21% | — |
Aug 6, 2026 11w ago | 8-K | $2.11 $1.94 | ▼ −8.06% | ▼ −9.27% | — |
Jun 30, 2026 17w ago | 8-K | $2.06 $2.36 | ▲ +14.56% | ▲ +14.30% | — |
Jun 26, 2026 17w ago | 8-K | $2.20 $2.19 | ▼ −0.45% | ▼ −1.84% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $1.58 $1.53 | ▲ +3.16% | ▲ +3.84% | — |
May 8, 2026 24w ago | 8-K | $2.08 $2.04 | ▼ −1.92% | ▼ −3.39% | — |
May 8, 2026 24w ago | Press Release | $2.08 $2.04 | ▲ +1.92% | ▲ +3.39% | — |
US Market Status
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