XFLT

XAI Octagon Floating Rate and Alternative Income Trust

54 hedge funds and large institutions have $66.5M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sculptor Capital
New York
$269K
CPIG
27
Chicago Partners Investment Group
Illinois
$226K
AWM
28
Apollon Wealth Management
South Carolina
$217K
SWA
29
Sax Wealth Advisors
New Jersey
$170K
Osaic Holdings
30
Osaic Holdings
Arizona
$159K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$116K
EWA
32
EverSource Wealth Advisors
Alabama
$85.9K
ASN
33
Advisory Services Network
Georgia
$77.2K
CA
34
CoreCap Advisors
Michigan
$50.1K
HHGA
35
Halbert Hargrove Global Advisors
California
$34.4K
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$29.5K
TCM
37
Triumph Capital Management
Colorado
$23.9K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$18.2K
OCM
39
Osbon Capital Management
Massachusetts
$17K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$15.7K
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$15.1K
WA
42
WPG Advisers
Maryland
$6.51K
HWP
43
Highline Wealth Partners
California
$5.15K
SC
44
Swan Capital
Florida
$4.23K
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$3.78K
BAM
46
Byrne Asset Management
New Jersey
$3.44K
DJSG
47
D.J. St. Germain
Massachusetts
$3.09K
FIA
48
FNY Investment Advisers
New York
$3K
BlackRock
49
BlackRock
New York
$2.49K
WTC
50
WhitTier Trust Company
Nevada
$1.68K