266 hedge funds and large institutions have $2.72B invested in RXO in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.69% less ownership

Funds ownership: 107.11%105.43% (-1.7%)

19% less capital invested

Capital invested by funds: $3.34B → $2.72B (-$625M)

91% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $33.1M

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.06M
Puts
$33.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$3.54K
HNW
227
High Note Wealth
Minnesota
$3.24K
RWM
228
RMG Wealth Management
Wisconsin
$3.23K
WIM
229
Westside Investment Management
California
$3.14K
SRCM
230
Signature Resources Capital Management
California
$2.91K
PWMG
231
Private Wealth Management Group
New Jersey
$2.86K
PFBT
232
Parkside Financial Bank & Trust
Missouri
$2.75K
AF
233
Allworth Financial
California
$2.7K
GRP
234
Global Retirement Partners
California
$2.69K
NA
235
NewEdge Advisors
Louisiana
$2K
BWL
236
Bogart Wealth LLC
Virginia
$1.57K
SIS
237
Strategic Investment Solutions
Illinois
$1.57K
CT
238
Clearstead Trust
Maine
$1.42K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.26K
BTI
240
Blue Trust Inc
Georgia
$1.26K
SIS
241
Sound Income Strategies
Florida
$1.18K
PMFA
242
Plante Moran Financial Advisors
Michigan
$1.13K
FHA
243
First Horizon Advisors
Tennessee
$1.12K
BAM
244
Byrne Asset Management
New Jersey
$1.1K
KFI
245
Key Financial Inc
Pennsylvania
$1.07K
AssetMark Inc
246
AssetMark Inc
California
$1.05K
PWMG
247
Prestige Wealth Management Group
New Jersey
$1.04K
PA
248
Parallel Advisors
California
$1.01K
ST
249
Smithfield Trust
Pennsylvania
$1K
T
250
Tidemark
California
$975