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Expeditors International

887 hedge funds and large institutions have $19.7B invested in Expeditors International in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 286 increasing their positions, 313 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $86.3M | Put options by funds: $7.69M

112% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 73

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

20% more capital invested

Capital invested by funds: $16.4B → $19.7B (+$3.26B)

8% more funds holding

Funds holding: 818887 (+69)

0.12% less ownership

Funds ownership: 98.88%98.76% (-0.12%)

9% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 313

Holders
887
Holders Change
+69
Holders Change %
+8.44%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
155
Increased
286
Reduced
313
Closed
73
Calls
$86.3M
Puts
$7.69M
Net Calls
+$78.6M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
551
Gen-Wealth Partners
Michigan
$425K -$164K -1,206 -30%
LFA
552
Legacy Financial Advisors
Kentucky
$424K -$13.2K -97 -3%
SB
553
Simmons Bank
Arkansas
$421K
RAG
554
RIA Advisory Group
Iowa
$420K -$20.1K -148 -5%
KWA
555
Kingswood Wealth Advisors
California
$418K +$20.8K +153 +6%
CPIG
556
Chicago Partners Investment Group
Illinois
$417K +$12.8K +94 +4%
LA
557
Lifeworks Advisors
Michigan
$416K +$7.08K +52 +2%
SPIA
558
Steward Partners Investment Advisory
New York
$416K +$86.3K +634 +29%
AIM
559
Anchor Investment Management
South Carolina
$415K -$12.2K -90 -3%
BIAS
560
Beacon Investment Advisory Services
New Jersey
$412K +$23K +169 +7%
PNC
561
Park National Corp
Ohio
$406K +$371K +2,724 New
CFAM
562
Center For Asset Management
Florida
$399K -$62.1K -456 -15%
RB
563
Rodgers Brothers
Pennsylvania
$396K
PFG
564
PAX Financial Group
Texas
$396K -$60.1K -442 -14%
FAT
565
First American Trust
California
$392K +$544 +4 +0.2%
VWM
566
Venturi Wealth Management
Texas
$391K +$6.67K +49 +2%
XT
567
XTX Topco
Cayman Islands
$387K +$354K +2,600 New
PTC
568
Private Trust Company
Ohio
$386K +$1.91K +14 +0.5%
PHIC
569
Pine Haven Investment Counsel
Massachusetts
$383K
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$375K -$7.21K -53 -2%
HA
571
Herold Advisors
New York
$373K
SC
572
Syon Capital
California
$372K +$98K +720 +41%
VCM
573
Versant Capital Management
Arizona
$369K +$4.22K +31 +1%
NW
574
NewEdge Wealth
Pennsylvania
$364K +$332K +2,441 New
AC
575
AlphaCore Capital
California
$363K +$53.3K +392 +19%