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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 %
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$2.55K – – –
FMP
777
Financial Management Professionals
Texas
$2.55K – – –
PP
778
Pacifica Partners
Canada
$2.53K – – –
DRP
779
Decker Retirement Planning
Utah
$2.44K +$2.44K +22 New
WA
780
Whipplewood Advisors
Colorado
$2.22K +$2.22K +20 New
HCP
781
Hexagon Capital Partners
Arkansas
$2.11K -$1.55K -14 -42%
CIAM
782
Caitong International Asset Management
Hong Kong
$2.11K +$2.11K +19 New
Lazard Asset Management
783
Lazard Asset Management
New York
$2K +$2K +24 New
GBT
784
Grove Bank & Trust
Florida
$1.99K +$1.99K +18 New
CFFP
785
Center for Financial Planning
Michigan
$1.88K – – –
CAM
786
Creekmur Asset Management
Illinois
$1.66K – – –
RCM
787
Raleigh Capital Management
North Carolina
$1.66K – – –
HWA
788
Heritage Wealth Advisors
Virginia
$1.66K +$332 +3 +25%
SC
789
SouthState Corp
Florida
$1.66K +$1.66K +15 New
TFM
790
TFC Financial Management
Massachusetts
$1.55K – – –
GFL
791
Granite FO LLC
New Hampshire
$1.55K – – –
OC
792
Oakworth Capital
Alabama
$1.44K – – –
LIS
793
Legacy Investment Solutions
Idaho
$1.44K – – –
LWMI
794
Legacy Wealth Management (Idaho)
Idaho
$1.44K – – –
LIM
795
Longfellow Investment Management
Massachusetts
$1.22K – – –
TWD
796
True Wealth Design
Ohio
$1.11K – – –
AFG
797
Albion Financial Group
Utah
$1.11K +$1.11K +10 New
CAL
798
Capital Advisors Ltd
Ohio
$1K -$1.08K -13 -52%
IHWM
799
Iron Horse Wealth Management
Iowa
$886 – – –
GSWM
800
Golden State Wealth Management
California
$886 +$886 +8 New
30 31
32
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