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eXp World Holdings

211 hedge funds and large institutions have $556M invested in eXp World Holdings in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 60 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less funds holding

Funds holding: 251211 (-40)

63% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.11M
Puts
$968K
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$5.08M
3 +$3.84M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.37M
5
NL
Nuveen LLC
North Carolina
+$2.65M

Top Sellers

1 -$29.1M
2 -$4.69M
3 -$4.62M
4
BlackRock
BlackRock
New York
-$4.33M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
151
Lazard Asset Management
New York
$44K
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.1K
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$30.6K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$28.7K
SS
155
SBI Securities
Japan
$26.2K
GI
156
GAMMA Investing
California
$21.3K
AF
157
Allworth Financial
California
$19.4K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$19.2K
SIMG
159
Sonora Investment Management Group
Arizona
$18.2K
SA
160
Scarborough Advisors
Maryland
$18.2K
HT
161
Headlands Technologies
Illinois
$15.1K
CA
162
CoreCap Advisors
Michigan
$14.1K
AAS
163
Ameritas Advisory Services
Nebraska
$13.7K
C
164
Covestor
United Kingdom
$11K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$11K
PA
166
Pineridge Advisors
Missouri
$9.95K
RFA
167
Reyes Financial Architecture
California
$9.18K
RFG
168
REAP Financial Group
Texas
$9.1K
IA
169
IFP Advisors
Florida
$8.65K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$6.21K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$6.01K
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$6K
GSWM
173
Golden State Wealth Management
California
$5.75K
GA
174
GoalVest Advisory
New York
$5.28K
PWMG
175
Private Wealth Management Group
New Jersey
$4.4K