Capital Fund Management (CFM)
XP icon

Capital Fund Management (CFM)’s XP XP Stock Holding History

Capital Fund Management (CFM)’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,300
Closed -$267K – 2600
2025
Q4 		$267K Buy
+16,300
New +$287K ﹤0.01% 2302
2025
Q1 		– Sell
-31,800
Closed -$377K – 2399
2024
Q4 		$377K Hold
31,800
– – ﹤0.01% 1950
2024
Q3 		$570K Sell
31,800
-1,300
-4% -$23.7K ﹤0.01% 1823
2024
Q2 		$582K Sell
33,100
-151,100
-82% -$3.12M ﹤0.01% 1731
2024
Q1 		$4.73M Sell
184,200
-151,900
-45% -$3.81M 0.01% 1077
2023
Q4 		$8.76M Buy
336,100
+27,000
+9% +$616K 0.02% 849
2023
Q3 		$7.12M Sell
309,100
-31,100
-9% -$780K 0.02% 760
2023
Q2 		$7.98M Buy
+340,200
New +$5.77M 0.03% 653
2023
Q1 		– Sell
-124,500
Closed -$1.91M – 1765
2022
Q4 		$1.91M Buy
124,500
+113,900
+1,075% +$1.99M 0.01% 955
2022
Q3 		$202K Buy
+10,600
New +$210K ﹤0.01% 1384
2022
Q2 		– Sell
-31,900
Closed -$960K – 1690
2022
Q1 		$960K Sell
31,900
-34,100
-52% -$1.06M 0.01% 1160
2021
Q4 		$1.9M Buy
+66,000
New +$2.15M 0.01% 1053

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Fund Management (CFM)'s XP Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of XP (XP) in Q3 2025, closing a stake of 276,055 shares — an estimated $4.95M sold.

Capital Fund Management (CFM) first reported a position in XP in Q3 2022 and held it in 9 quarters. The position peaked at $10.6M in Q4 2023. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 276,055 XP shares in Q3 2025, an estimated $4.95M.
  • Capital Fund Management (CFM) first reported a position in XP in Q3 2022 and held it in 9 quarters.
  • Capital Fund Management (CFM)'s XP position peaked at $10.6M in Q4 2023.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.