Credit Suisse AG
USOI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $3.75M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Credit Suisse AG as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- +5 vs. Q3 2024
- Shares held
- 109.5K
- +83.0K (+313.6%) vs. Q3 2024
- Total value
- $7.19M
- +$5.46M (+316.0%) vs. Q3 2024
- New holders
- 7
- 5 more added
- Sold out
- 2
- 4 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $3.75M |
| Q1 2026 | 13 | $8.85M |
| Q4 2025 | 9 | $7.45M |
| Q3 2025 | 8 | $928.3K |
| Q2 2025 | 8 | $844.8K |
| Q1 2025 | 18 | $9.95M |
| Q4 2024 | 21 | $7.19M |
| Q3 2024 | 17 | $1.73M |
| Q2 2024 | 22 | $14.5M |
| Q1 2024 | 20 | $3.08M |
| Q4 2023 | 18 | $11.3M |
| Q3 2023 | 16 | $13.6M |
| Q2 2023 | 18 | $7.92M |
| Q1 2023 | 21 | $11.0M |
| Q4 2022 | 25 | $28.8M |
| Q3 2022 | 22 | $24.5M |
| Q2 2022 | 27 | $15.4M |
| Q1 2022 | 18 | $14.7M |
| Q4 2021 | 16 | $7.00M |
| Q3 2021 | 18 | $5.88M |
| Q2 2021 | 12 | $2.44M |
| Q1 2021 | 10 | $3.86M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 51,419 | $3.37M | 0.01% | +51,419 | New |
| Old Mission Capital LLC | 16,361 | $1.07M | 0.02% | +16,361 | New |
| Claris Financial LLC | 11,644 | $762.4K | 0.50% | +11,644 | New |
| Acorn Wealth Advisors, LLC | 9,370 | $613.5K | 0.25% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,604 | $366.9K | 0.00% | +5,604 | New |
| HRT Financial LP | 5,531 | $362.0K | 0.00% | +1,855+50.5% | Added |
| Belpointe Asset Management LLC | 3,999 | $281.5K | 0.02% | −7−0.2% | Reduced |
| Susquehanna International Group, LLP | 3,421 | $224.0K | 0.00% | +3,421 | New |
| Advisor Group Holdings, Inc. | 1,468 | $96.1K | 0.00% | −159−9.8% | Reduced |
| Morgan Stanley | 286 | $18.7K | 0.00% | +135+89.4% | Added |
| JPMorgan Chase & Co | 130 | $8.51K | 0.00% | +130 | New |
| UBS Group AG | 104 | $6.81K | 0.00% | −296−74.0% | Reduced |
| Albion Financial Group | 60 | $3.93K | 0.00% | +60 | New |
| WR Wealth Planners, LLC | 30 | $1.96K | 0.00% | +1+3.4% | Added |
| Archer Investment Corp | 29 | $1.89K | 0.00% | +3+11.5% | Added |
| Signaturefd, LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 15 | $982 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $589 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $327 | 0.00% | +4+400.0% | Added |
| Mather Group, LLC. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $94 | 0.00% | −331−99.7% | Reduced |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Planning Capital Management Corp | – | – | – | – | Not filed |