XFLT

XAI Octagon Floating Rate and Alternative Income Trust
XFLT

Overview Fund Activity

70 hedge funds and large institutions have $37.5M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.17M
2
LCM
2
Landscape Capital Management
New Jersey
$3.19M
3
GC
3
Guggenheim Capital
Illinois
$1.42M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.2M
5
SFS
5
Shaker Financial Services
Virginia
$1.11M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
CL
3
Choreo LLC
Illinois
$0
4
BA
4
Bard Associates
Illinois
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
BIG
26
Brookwood Investment Group
Arizona
$309K 54,756 +17,895 +49%
GVAG
27
Great Valley Advisor Group
Delaware
$290K 51,309 -2,108 -4%
WS
28
Wedbush Securities
California
$279K 49,314 -1,646 -3%
AWM
29
Apollon Wealth Management
South Carolina
$262K 46,312 +21,205 +84%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$261K 46,114 -3,930 -8%
M&T Bank
31
M&T Bank
New York
$243K 42,933 – –
IA
32
IFG Advisory
Georgia
$223K 39,456 – –
CG
33
CFO4Life Group
Texas
$219K 38,800 – –
Raymond James Financial
34
Raymond James Financial
Florida
$200K 35,318 -4,472 -11%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$195K 34,471 +1,338 +4%
KPWS
36
Kestra Private Wealth Services
Texas
$188K 33,339 +10,389 +45%
IWC
37
Integrated Wealth Concepts
Massachusetts
$168K 29,664 -6,722 -18%
SL
38
Summitry LLC
California
$141K 25,000 – –
AC
39
AlphaCore Capital
California
$141K 24,621 +956 +4%
ASN
40
Advisory Services Network
Georgia
$139K 24,982 +24,982 New
AFG
41
Atomi Financial Group
New York
$138K 24,340 -866 -3%
CCG
42
Catalina Capital Group
California
$133K 23,628 +7,969 +51%
CA
43
CoreCap Advisors
Michigan
$123K 21,706 +388 +2%
BRWA
44
B. Riley Wealth Advisors
Florida
$122K 21,515 +21,515 New
BFA
45
Beacon Financial Advisory
Ohio
$101K 17,793 +445 +3%
HighTower Advisors
46
HighTower Advisors
Illinois
$99.3K 17,582 +17,582 New
Osaic Holdings
47
Osaic Holdings
Arizona
$98K 15,356 -29,016 -65%
MFG
48
Merit Financial Group
Georgia
$89.9K 15,920 +15,920 New
FWP
49
Firethorn Wealth Partners
Georgia
$89.1K 15,778 +612 +4%
EW
50
Evoke Wealth
California
$86.3K 15,089 – –
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