XFLT

XAI Octagon Floating Rate and Alternative Income Trust

76 hedge funds and large institutions have $58.5M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
BFA
51
Beacon Financial Advisory
Ohio
$99K
BRWA
52
B. Riley Wealth Advisors
Florida
$97.7K
CP
53
Castleview Partners
Texas
$96.3K
FWP
54
Firethorn Wealth Partners
Georgia
$86.8K
GVAG
55
Great Valley Advisor Group
Delaware
$82K
EW
56
Evoke Wealth
California
$81K
EWA
57
EverSource Wealth Advisors
Alabama
$74.2K
FA
58
Freestate Advisors
Kansas
$67.6K
OCM
59
One Capital Management
California
$66.2K
PSCM
60
Per Stirling Capital Management
Texas
$55.9K
HHGA
61
Halbert Hargrove Global Advisors
California
$53K
PMFA
62
Plante Moran Financial Advisors
Michigan
$45.1K
NA
63
NewEdge Advisors
Louisiana
$26.5K
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$23.3K
NFSG
65
Newbridge Financial Services Group
Florida
$13.3K
Comerica Bank
66
Comerica Bank
Texas
$12.2K
Bank of America
67
Bank of America
North Carolina
$10.6K
PS
68
Principal Securities
Iowa
$10.2K
HWP
69
Highline Wealth Partners
California
$7.95K
SC
70
Swan Capital
Florida
$6.52K
BAM
71
Byrne Asset Management
New Jersey
$5.3K
DJSG
72
D.J. St. Germain
Massachusetts
$4.77K
WA
73
WPG Advisers
Maryland
$3.29K
Russell Investments Group
74
Russell Investments Group
United Kingdom
$2.65K
AF
75
Allworth Financial
California
$1.57K