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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
QL
176
Quarry LP
New York
$4.38K
TWC
177
TD Waterhouse Canada
Ontario, Canada
$3.32K
WWM
178
Wolff Wiese Magana
California
$2.8K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$2.79K
HI
180
Harbour Investments
Wisconsin
$2.55K
TCM
181
Tradewinds Capital Management
Washington
$2.5K
BIG
182
Brooklyn Investment Group
New York
$2.48K
RWS
183
Retirement Wealth Solutions
Wisconsin
$2.29K
SIS
184
Sound Income Strategies
Florida
$2.27K
RIL
185
Rothschild Investment LLC
Illinois
$2.23K
PS
186
Principal Securities
Iowa
$2.22K
FFA
187
Farther Finance Advisors
California
$2.13K
HFS
188
Hantz Financial Services
Michigan
$2K
LI
189
LRI Investments
Florida
$1.82K
GRP
190
Global Retirement Partners
California
$1.82K
SCM
191
Sterling Capital Management
North Carolina
$1.74K
DPW
192
DiNuzzo Private Wealth
Pennsylvania
$1.62K
CFFP
193
Center for Financial Planning
Michigan
$1.58K
PA
194
Parallel Advisors
California
$1.47K
SHIM
195
Stone House Investment Management
Pennsylvania
$1.04K
SPIA
196
Steward Partners Investment Advisory
New York
$1.03K
NC
197
NewSquare Capital
Pennsylvania
$692
PIM
198
Plato Investment Management
Australia
$644
LFG
199
Larson Financial Group
Missouri
$601
HNB
200
Huntington National Bank
Ohio
$510