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265 hedge funds and large institutions have $2.73B invested in RXO in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

2.95% more ownership

Funds ownership: 105.43%108.38% (+3%)

1% more capital invested

Capital invested by funds: $2.72B → $2.73B (+$17M)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

1% less funds holding

Funds holding: 267265 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

89% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $15.7M

Holders
265
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
101
Reduced
76
Closed
40
Calls
$1.75M
Puts
$15.7M
Net Calls
-$13.9M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$2.21K +$2.32K +144 New
HNW
227
High Note Wealth
Minnesota
$1.71K -$1.53K -95 -46%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$1.61K +$1.53K +95 +950%
VWM
229
Vermillion Wealth Management
Minnesota
$1.58K +$1.66K +103 New
NA
230
NewEdge Advisors
Louisiana
$1.54K -$435 -27 -21%
BWL
231
Bogart Wealth LLC
Virginia
$1.54K
SIS
232
Strategic Investment Solutions
Illinois
$1.54K
BTI
233
Blue Trust Inc
Georgia
$1.4K +$177 +11 +14%
CT
234
Clearstead Trust
Maine
$1.39K
MCM
235
MV Capital Management
Maryland
$1.39K +$484 +30 +50%
SIS
236
Sound Income Strategies
Florida
$1.32K
PA
237
Parallel Advisors
California
$1.17K +$193 +12 +19%
PMFA
238
Plante Moran Financial Advisors
Michigan
$1.11K
IA
239
IFP Advisors
Florida
$1.09K +$1.14K +71 New
BAM
240
Byrne Asset Management
New Jersey
$1.08K
KFI
241
Key Financial Inc
Pennsylvania
$1.04K
PWMG
242
Prestige Wealth Management Group
New Jersey
$1.02K
ST
243
Smithfield Trust
Pennsylvania
$1K
AssetMark Inc
244
AssetMark Inc
California
$984 -$48 -3 -4%
GSWM
245
Golden State Wealth Management
California
$984 +$1.03K +64 New
CMA
246
Cedar Mountain Advisors
Oregon
$969 +$1.02K +63 New
SS
247
Sunbelt Securities
Texas
$938 +$983 +61 New
S
248
SignatureFD
Georgia
$892
Pacer Advisors
249
Pacer Advisors
Pennsylvania
$861 +$64 +4 +8%
HFS
250
Hughes Financial Services
Virginia
$772 +$500 +31 +86%