ALXO ALX ONCOLOGY HOLDINGS INC
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 |
Actionable Insight
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.
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
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 | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $1.52 awaiting T+20 | awaiting T+20 | — | — |
|
May 8, 2026
5w ago
|
8-K
| $2.08 $1.54 | ▼ −25.96% | ▼ −25.98% | — |
|
May 8, 2026
5w ago
|
Press Release
| $2.08 $1.54 | ▲ +25.96% | ▲ +25.98% | — |
|
May 7, 2026
5w ago
|
Press Release
| $1.87 $1.67 | ▼ −10.70% | ▼ −13.83% | — |
|
Apr 13, 2026
8w ago
|
8-K
| $1.75 $2.08 | ▲ +18.86% | ▲ +11.13% | — |
|
Mar 19, 2026
12w ago
|
Insider Cluster
| $2.19 $1.67 | ▼ −23.74% | ▼ −31.37% | — |
|
Feb 28, 2026
15w ago
|
Institutional Cluster
| $2.12 $1.91 | ▼ −9.91% | ▼ −1.97% | — |
|
Feb 27, 2026
15w ago
|
Press Release
| $2.11 $2.04 | ▼ −3.32% | ▲ +4.24% | — |
US Market Status
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