XFLT

XAI Octagon Floating Rate and Alternative Income Trust
XFLT

Overview Fund Activity

71 hedge funds and large institutions have $37.9M 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, 25 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.17M
2
LCM
Landscape Capital Management
New Jersey
+$1.85M
3
GC
Guggenheim Capital
Illinois
+$1.34M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.2M
5
SFS
Shaker Financial Services
Virginia
+$1.11M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$7.43M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.24M
3
CL
Choreo LLC
Illinois
-$1.11M
4
BA
Bard Associates
Illinois
-$893K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
ALC
26
Alexander Labrunerie & Co
Missouri
$339K – – –
BIG
27
Brookwood Investment Group
Arizona
$309K +$101K +17,895 +49%
GVAG
28
Great Valley Advisor Group
Delaware
$290K -$11.9K -2,108 -4%
WS
29
Wedbush Securities
California
$279K -$9.31K -1,646 -3%
AWM
30
Apollon Wealth Management
South Carolina
$262K +$120K +21,205 +84%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$261K -$22.2K -3,930 -8%
M&T Bank
32
M&T Bank
New York
$243K – – –
IA
33
IFG Advisory
Georgia
$223K – – –
CG
34
CFO4Life Group
Texas
$219K – – –
Raymond James Financial
35
Raymond James Financial
Florida
$200K -$25.3K -4,472 -11%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$195K +$7.56K +1,338 +4%
KPWS
37
Kestra Private Wealth Services
Texas
$188K +$58.7K +10,389 +45%
IWC
38
Integrated Wealth Concepts
Massachusetts
$168K -$38K -6,722 -18%
SL
39
Summitry LLC
California
$141K – – –
AC
40
AlphaCore Capital
California
$141K +$5.47K +956 +4%
ASN
41
Advisory Services Network
Georgia
$139K +$139K +24,982 New
AFG
42
Atomi Financial Group
New York
$138K -$4.89K -866 -3%
CCG
43
Catalina Capital Group
California
$133K +$45K +7,969 +51%
CA
44
CoreCap Advisors
Michigan
$123K +$2.19K +388 +2%
BRWA
45
B. Riley Wealth Advisors
Florida
$122K +$122K +21,515 New
BFA
46
Beacon Financial Advisory
Ohio
$101K +$2.51K +445 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$99.3K +$99.3K +17,582 New
Osaic Holdings
48
Osaic Holdings
Arizona
$98K -$185K -29,016 -65%
MFG
49
Merit Financial Group
Georgia
$89.9K +$89.9K +15,920 New
FWP
50
Firethorn Wealth Partners
Georgia
$89.1K +$3.46K +612 +4%
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