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eXp World Holdings
EXPI

Overview Fund Activity

210 hedge funds and large institutions have $554M invested in eXp World Holdings in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 61 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-42
Holders Change %
-16.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
85
Reduced
61
Closed
63
Calls
$2.11M
Puts
$968K
Net Calls
+$1.14M
Net Calls Change
-$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$8.44M
3
Invesco
3
Invesco
Georgia
$10.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.4M
5
NL
5
Nuveen LLC
North Carolina
$7.79M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$57.5K
2
Millennium Management
2
Millennium Management
New York
$3.55M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M
4
BlackRock
4
BlackRock
New York
$111M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
176
TD Waterhouse Canada
Ontario, Canada
$3.32K +$1.9K +200 +133%
WWM
177
Wolff Wiese Magana
California
$2.8K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.79K +$928 +102 +50%
HI
179
Harbour Investments
Wisconsin
$2.55K – – –
TCM
180
Tradewinds Capital Management
Washington
$2.5K – – –
BIG
181
Brooklyn Investment Group
New York
$2.49K -$41.3K -4,533 -94%
RWS
182
Retirement Wealth Solutions
Wisconsin
$2.29K -$4.79K -527 -68%
SIS
183
Sound Income Strategies
Florida
$2.28K – – –
RIL
184
Rothschild Investment LLC
Illinois
$2.23K +$1.55K +170 +227%
PS
185
Principal Securities
Iowa
$2.22K -$7.31K -803 -77%
FFA
186
Farther Finance Advisors
California
$2.13K -$9.87K -1,085 -82%
HFS
187
Hantz Financial Services
Michigan
$2K +$1.92K +262 +2,382%
LI
188
LRI Investments
Florida
$1.82K – – –
GRP
189
Global Retirement Partners
California
$1.82K +$1.82K +200 New
SCM
190
Sterling Capital Management
North Carolina
$1.74K +$983 +108 +130%
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$1.62K – – –
CFFP
192
Center for Financial Planning
Michigan
$1.58K – – –
PA
193
Parallel Advisors
California
$1.47K +$1.17K +128 +376%
SHIM
194
Stone House Investment Management
Pennsylvania
$1.04K +$1.04K +114 New
SPIA
195
Steward Partners Investment Advisory
New York
$1.03K – – –
NC
196
NewSquare Capital
Pennsylvania
$692 +$692 +76 New
PIM
197
Plato Investment Management
Australia
$644 +$45 +5 +8%
LFG
198
Larson Financial Group
Missouri
$601 -$392 -43 -39%
HNB
199
Huntington National Bank
Ohio
$510 +$373 +41 +273%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$501 -$18 -2 -4%
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8
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