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eXp World Holdings
EXPI

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in eXp World Holdings in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
69
Reduced
61
Closed
20
Calls
$13.6M
Puts
$22.7M
Net Calls
-$9.17M
Net Calls Change
-$8.92M

Top Buyers

1
BlackRock
1
BlackRock
New York
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M
3
State Street
3
State Street
Massachusetts
$52.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$8.49M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
IAN
2
Integrated Advisors Network
Texas
$29M
3
CCM
3
Copeland Capital Management
Pennsylvania
$80.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
176
PFG Private Wealth Management
Florida
$8.62K – – –
NRG
177
Nemes Rush Group
Michigan
$7.42K +$7.42K +366 New
WWM
178
Wolff Wiese Magana
California
$6.25K – – –
TPCW
179
TD Private Client Wealth
New York
$5.94K +$608 +30 +11%
HI
180
Harbour Investments
Wisconsin
$5.68K – – –
2L
181
25 LLC
Missouri
$5.42K – – –
SIS
182
Sound Income Strategies
Florida
$5.07K – – –
TCM
183
Tradewinds Capital Management
Washington
$4.97K +$41 +2 +0.8%
IRC
184
Investors Research Corp
Georgia
$4.83K – – –
SWM
185
Spire Wealth Management
Virginia
$4.06K – – –
RCM
186
Raleigh Capital Management
North Carolina
$4.06K – – –
BLC
187
Brown, Lisle/Cummings
Rhode Island
$4.06K – – –
TWC
188
TD Waterhouse Canada
Ontario, Canada
$4.03K – – –
TSWM
189
Tyler-Stone Wealth Management
Ohio
$4K +$4K +200 New
CPG
190
Cornerstone Planning Group
New Jersey
$3.91K +$3.91K +193 New
CFFP
191
Center for Financial Planning
Michigan
$3.55K +$3.55K +175 New
MA
192
Montag & Associates
Georgia
$3.25K – – –
PA
193
Parallel Advisors
California
$3.23K +$2.07K +102 +179%
VF
194
VitalStone Financial
Texas
$3K – – –
FFA
195
Farther Finance Advisors
California
$2.96K – – –
SIC
196
Salem Investment Counselors
North Carolina
$2.64K +$2.64K +130 New
HCP
197
Hexagon Capital Partners
Arkansas
$2.52K -$487 -24 -16%
SPIA
198
Steward Partners Investment Advisory
New York
$2.37K +$2.37K +117 New
AF
199
Allworth Financial
California
$2.21K – – –
QC
200
Quent Capital
New York
$1.88K – – –
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8
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