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GXO Logistics

425 hedge funds and large institutions have $4.5B invested in GXO Logistics in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.4% more ownership

Funds ownership: 92.05%96.45% (+4.4%)

5% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 152

1% less call options, than puts

Call options by funds: $53M | Put options by funds: $53.7M

6% less capital invested

Capital invested by funds: $4.78B → $4.5B (-$281M)

11% less funds holding

Funds holding: 479425 (-54)

47% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 100

Holders
425
Holders Change
-54
Holders Change %
-11.27%
% of All Funds
5.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
159
Reduced
152
Closed
100
Calls
$53M
Puts
$53.7M
Net Calls
-$669K
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
401
High Note Wealth
Minnesota
$1.25K -$1.96K -47 -59%
GSWM
402
Golden State Wealth Management
California
$1.09K +$1.17K +28 New
T
403
Transce3nd
Texas
$1.02K
CFS
404
CGC Financial Services
Oregon
$977
BGAI
405
Bruce G. Allen Investments
Colorado
$977 +$209 +5 +25%
YAL
406
Your Advocates Ltd
Texas
$899
HT
407
Headlands Technologies
Illinois
$860 -$211K -5,043 -100%
RF
408
Rossby Financial
Florida
$715 +$835 +20 New
RTL
409
Red Tortoise LLC
Georgia
$664
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$626 -$209 -5 -24%
WA
411
Whipplewood Advisors
Colorado
$625 +$7.6K +182 +569%
GFPC
412
Global Financial Private Client
Florida
$430 +$292 +7 +175%
FC
413
Fairscale Capital
New Hampshire
$391
RIL
414
Rothschild Investment LLC
Illinois
$391 +$167 +4 +67%
BI
415
Binnacle Investments
Iowa
$391 +$418 +10 New
SIC
416
SJS Investment Consulting
Ohio
$352 -$501 -12 -57%
WA
417
WPG Advisers
Maryland
$313
TPCW
418
TD Private Client Wealth
New York
$313 +$334 +8 New
TWD
419
True Wealth Design
Ohio
$308 -$209 -5 -38%
PWAM
420
Private Wealth Asset Management
Iowa
$234 +$251 +6 New
WCM
421
WealthTrak Capital Management
Virginia
$196
HIA
422
HFM Investment Advisors
New Jersey
$196 +$209 +5 New
BHWM
423
Bay Harbor Wealth Management
Maryland
$78 +$84 +2 New
MCM
424
MV Capital Management
Maryland
$40 -$1.63K -39 -98%
PWM
425
Parkworth Wealth Management
California
$39 -$125 -3 -75%