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Expeditors International
EXPD

Overview Fund Activity

815 hedge funds and large institutions have $14.6B invested in Expeditors International in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 264 increasing their positions, 333 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+4
Holders Change %
+0.49%
% of All Funds
10.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
102
Increased
264
Reduced
333
Closed
86
Calls
$54.2M
Puts
$7.29M
Net Calls
+$46.9M
Net Calls Change
-$163K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$451M
2
UBS Group
UBS Group
Switzerland
$165M
3
Boston Partners
Boston Partners
Massachusetts
$421M
4
First Trust Advisors
First Trust Advisors
Illinois
$303M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$107M

Top Sellers

1
BlackRock
BlackRock
New York
$1.72B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
4
STA
Summit Trail Advisors
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
751
Cranbrook Wealth Management
Michigan
$7.98K – – –
WA
752
WPG Advisers
Maryland
$7.98K +$7.98K +72 New
EWM
753
Evermay Wealth Management
Virginia
$7.75K – – –
NFSG
754
Newbridge Financial Services Group
Florida
$7.75K +$7.75K +70 New
TCOV
755
Trust Company of Vermont
Vermont
$7.64K – – –
RIL
756
Rothschild Investment LLC
Illinois
$7.31K -$1.44K -13 -16%
HPC
757
HM Payson & Co
Maine
$7.11K -$111 -1 -2%
S
758
Sachetta
Massachusetts
$5.54K +$1.88K +17 +52%
CIA
759
Cape Investment Advisory
Georgia
$5.21K – – –
AW
760
Avion Wealth
Texas
$5K +$2.81K +27 +129%
CA
761
CoreCap Advisors
Michigan
$4.87K -$1.99K -18 -29%
PWMG
762
Prestige Wealth Management Group
New Jersey
$4.87K – – –
FFO
763
Fortitude Family Office
Arizona
$4.87K – – –
SC
764
Solstein Capital
California
$4.43K – – –
FNWA
765
Financial Network Wealth Advisors
Utah
$4.32K -$3.32K -30 -43%
DF
766
Dunhill Financial
United Kingdom
$4.16K +$875 +8 +27%
BWL
767
Bogart Wealth LLC
Virginia
$3.99K – – –
AS
768
Altshuler Shaham
Israel
$3.77K +$443 +4 +13%
SO
769
Sierra Ocean
California
$3.68K +$3.68K +33 New
MA
770
Montag & Associates
Georgia
$3.32K – – –
CWA
771
Carolina Wealth Advisors
South Carolina
$3.21K – – –
CA
772
Clearstead Advisors
Ohio
$3.1K -$3.32K -30 -52%
LI
773
LRI Investments
Florida
$3.1K – – –
CWP
774
Concord Wealth Partners
Virginia
$2.77K – – –
SIC
775
SJS Investment Consulting
Ohio
$2.55K -$1.11K -10 -30%
29 30
31
32 33