RXO
275 hedge funds and large institutions have $2.69B invested in RXO in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 40 closing their positions.
33% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 40
23% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 75
20% more capital invested
Capital invested by funds: $2.24B → $2.69B (+$452M)
4.19% more ownership
Funds ownership: 107.74% → 111.93% (+4.2%)
2% more funds holding
Funds holding: 269 → 275 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
97% less call options, than puts
Call options by funds: $506K | Put options by funds: $19.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$36.6M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$36.1M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$25.2M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$16M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$59.6M |
| 2 |
Morgan Stanley
New York
|
-$14.1M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$11.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$6.96M |
| 5 |
FAM
Fred Alger Management
New York
|
-$5.17M |
RXO Hedge Fund Activity: Q1 2026 in Review
275 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in RXO (RXO) for Q1 2026, worth a combined $2.69B — up 20% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new RXO positions and 40 closed out — a net gain of 13 holders — while 92 added to existing stakes and 75 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $36.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $59.6M sold.
- 275 institutional investors held RXO (RXO) as of Q1 2026, up from 269 in Q4 2025.
- Funds reported $2.69B of RXO stock for Q1 2026, up 20% quarter-over-quarter.
- 53 funds opened new RXO positions in Q1 2026 and 40 closed out, a net change of +13 holders.
- The largest RXO buyer in Q1 2026 was Boston Partners, an estimated $36.6M added.
- The largest RXO seller in Q1 2026 was Wellington Management Group, an estimated $59.6M sold.
Based on aggregated 13F filings for Q1 2026.