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XBP Global Holdings

29 hedge funds and large institutions have $26.1M invested in XBP Global Holdings in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

45.23% more ownership

Funds ownership: 5.16%50.39% (+45%)

7% more funds holding

Funds holding: 2729 (+2)

37% less capital invested

Capital invested by funds: $41.3M → $26.1M (-$15.2M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gates Capital Management
New York
$14M
HAM
2
HoldCo Asset Management
Florida
$3.46M
CF
3
Cantor Fitzgerald
New York
$3.37M -$303K -44,216 -5%
BlackRock
4
BlackRock
New York
$765K +$22.5K +3,284 +2%
Allianz Asset Management
5
Allianz Asset Management
Germany
$743K
Bank of America
6
Bank of America
North Carolina
$695K -$116 -17 -0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$563K +$40.4K +5,900 +5%
VCM
8
Vanguard Capital Management
Pennsylvania
$563K +$876K +127,858 New
BRF
9
B. Riley Financial
California
$324K -$139K -20,294 -22%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$254K +$395K +57,723 New
CM
11
CastleKnight Management
New York
$249K -$306K -44,749 -44%
JFG
12
Jefferies Financial Group
New York
$240K -$105K -15,262 -22%
NPT
13
National Philanthropic Trust
Pennsylvania
$130K -$28.3K -4,135 -12%
Northern Trust
14
Northern Trust
Illinois
$111K
SC
15
Shay Capital
New York
$110K +$45.3K +6,612 +36%
State Street
16
State Street
Massachusetts
$99.9K
AGM
17
Alpine Global Management
New York
$94.7K -$88.7K -12,949 -38%
BC
18
Brookfield Corp
Ontario, Canada
$86.6K -$7 -1 -0%
Goldman Sachs
19
Goldman Sachs
New York
$76.2K +$16.2K +2,363 +16%
CA
20
Crewe Advisors
Utah
$28.6K +$44.5K +6,500 New
VGA
21
Vanguard Global Advisers
Pennsylvania
$17.3K +$27K +3,940 New
JP Morgan Chase
22
JP Morgan Chase
New York
$12.3K +$137 +20 +0.7%
Morgan Stanley
23
Morgan Stanley
New York
$2.79K +$2.93K +428 +209%
Barclays
24
Barclays
United Kingdom
$339 -$1.19K -173 -69%
TRCT
25
Tower Research Capital (TRC)
New York
$207 +$322 +47 New

XBP Hedge Fund Activity: Q1 2026 in Review

29 of the 8,144 institutional investors tracked by Wall St. Rank reported a position in XBP Global Holdings (XBP) for Q1 2026, worth a combined $26.1M — down 37% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBP positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Shay Capital, adding an estimated $45.3K. The largest seller was CastleKnight Management, cutting an estimated $306K.

  • 29 institutional investors held XBP Global Holdings (XBP) as of Q1 2026, up from 27 in Q4 2025.
  • Funds reported $26.1M of XBP Global Holdings stock for Q1 2026, down 37% quarter-over-quarter.
  • 5 funds opened new XBP Global Holdings positions in Q1 2026 and 2 closed out, a net change of +3 holders.
  • The largest XBP Global Holdings buyer in Q1 2026 was Shay Capital, an estimated $45.3K added.
  • The largest XBP Global Holdings seller in Q1 2026 was CastleKnight Management, an estimated $306K sold.

Based on aggregated 13F filings for Q1 2026.