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eXp World Holdings
EXPI

Overview Fund Activity

252 hedge funds and large institutions have $612M invested in eXp World Holdings in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
42
Increased
99
Reduced
77
Closed
24
Calls
$2.5M
Puts
$759K
Net Calls
+$1.74M
Net Calls Change
+$2.54M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.64M
3
Millennium Management
3
Millennium Management
New York
$8.86M
4
Squarepoint
4
Squarepoint
New York
$4.04M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.62M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$10.5M
2
CCM
2
Copeland Capital Management
Pennsylvania
$31.4M
3
AG
3
Algert Global
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.44M
5
BlackRock
5
BlackRock
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
201
Retirement Wealth Solutions
Wisconsin
$7.62K +$10 +1 +0.1%
Macquarie Group
202
Macquarie Group
Australia
$7.1K +$7.1K +726 New
BI
203
Binnacle Investments
Iowa
$6.94K +$6.94K +710 New
GSWM
204
Golden State Wealth Management
California
$6.16K +$20 +2 +0.3%
CA
205
Centerpoint Advisors
Massachusetts
$6K -$4.24K -408 -41%
GA
206
GoalVest Advisory
New York
$5.67K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.87K -168 -32%
QCG
208
Quadrant Capital Group
Ohio
$3.73K +$3.27K +334 +711%
CCM
209
Coldstream Capital Management
Washington
$3.54K +$3.54K +362 New
SAM
210
Smartleaf Asset Management
Massachusetts
$3.41K -$4.75K -476 -58%
WA
211
Whipplewood Advisors
Colorado
$3.19K -$14.1K -71 -82%
WA
212
WPG Advisers
Maryland
$3.11K -$362 -37 -10%
WWM
213
Wolff Wiese Magana
California
$3.01K – – –
HI
214
Harbour Investments
Wisconsin
$2.74K – – –
TCM
215
Tradewinds Capital Management
Washington
$2.69K -$2.46K -251 -48%
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.64K – – –
SIS
217
Sound Income Strategies
Florida
$2.45K – – –
CPG
218
Cornerstone Planning Group
New Jersey
$2.38K +$2.38K +273 New
UB
219
UMB Bank
Missouri
$2.06K +$205 +21 +11%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$2K -$5.18K -530 -72%
BLC
221
Brown, Lisle/Cummings
Rhode Island
$1.96K – – –
LI
222
LRI Investments
Florida
$1.96K – – –
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$1.78K – – –
CFFP
224
Center for Financial Planning
Michigan
$1.7K – – –
LC
225
Lindbrook Capital
California
$1.68K +$851 +87 +102%
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9
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