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eXp World Holdings
EXPI

Overview Fund Activity

237 hedge funds and large institutions have $714M invested in eXp World Holdings in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
80
Reduced
74
Closed
34
Calls
$7.69M
Puts
$8.48M
Net Calls
-$793K
Net Calls Change
-$2.71M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$60.8M
2
UBS Group
2
UBS Group
Switzerland
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.9M
4
BlackRock
4
BlackRock
New York
$148M
5
State Street
5
State Street
Massachusetts
$36.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.1M
2
IAN
2
Integrated Advisors Network
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$148K
4
Millennium Management
4
Millennium Management
New York
$4.6M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$3.02K -$483 -42 -14%
SIS
202
Sound Income Strategies
Florida
$2.88K – – –
BFPW
203
BOK Financial Private Wealth
Colorado
$2.36K – – –
RCM
204
Raleigh Capital Management
North Carolina
$2.34K – – –
BLC
205
Brown, Lisle/Cummings
Rhode Island
$2.3K – – –
LI
206
LRI Investments
Florida
$2.3K – – –
UB
207
UMB Bank
Missouri
$2.19K – – –
FFA
208
Farther Finance Advisors
California
$2.14K -$58 -5 -3%
CFFP
209
Center for Financial Planning
Michigan
$2K – – –
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$1.98K – – –
S
211
SignatureFD
Georgia
$1.42K +$150 +13 +12%
TPCW
212
TD Private Client Wealth
New York
$1.32K +$368 +32 +39%
SPIA
213
Steward Partners Investment Advisory
New York
$1.3K +$1.3K +113 New
NA
214
NewEdge Advisors
Louisiana
$1.28K – – –
RIL
215
Rothschild Investment LLC
Illinois
$1.21K – – –
VHAM
216
Van Hulzen Asset Management
California
$1.15K +$1.15K +100 New
WA
217
Whipplewood Advisors
Colorado
$1K +$1K +87 New
Lazard Asset Management
218
Lazard Asset Management
New York
$1K +$1K +132 New
AF
219
Allworth Financial
California
$991 -$22 -2 -2%
LC
220
Lindbrook Capital
California
$978 – – –
SCM
221
Sterling Capital Management
North Carolina
$955 – – –
LFG
222
Larson Financial Group
Missouri
$863 – – –
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$576 – – –
QCG
224
Quadrant Capital Group
Ohio
$541 – – –
VCM
225
Versant Capital Management
Arizona
$414 – – –
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9
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