XFLT

XAI Octagon Floating Rate and Alternative Income Trust

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
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
EW
51
Evoke Wealth
California
$86.3K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$70.4K
OCM
53
One Capital Management
California
$69.8K
FA
54
Freestate Advisors
Kansas
$69.4K
AIM
55
Advyzon Investment Management
Illinois
$65.6K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$59.5K
EWA
57
EverSource Wealth Advisors
Alabama
$59.3K
NW
58
Naviter Wealth
Arkansas
$57.2K
PMFA
59
Plante Moran Financial Advisors
Michigan
$48.1K
Bank of America
60
Bank of America
North Carolina
$33.7K
AF
61
Allworth Financial
California
$29.9K
NA
62
NewEdge Advisors
Louisiana
$28.3K
RTL
63
Red Tortoise LLC
Georgia
$21.1K
NFSG
64
Newbridge Financial Services Group
Florida
$14.1K
Comerica Bank
65
Comerica Bank
Texas
$11.3K
GC
66
Garde Capital
Washington
$10.1K
SC
67
Swan Capital
Florida
$6.95K
TSMHT
68
Thurston Springer Miller Herd & Titak
Indiana
$6.21K
BAM
69
Byrne Asset Management
New Jersey
$5.65K
DJSG
70
D.J. St. Germain
Massachusetts
$5.08K
FIA
71
FNY Investment Advisers
New York
$1K
HNB
72
Huntington National Bank
Ohio
$6
TJHA
73
Thomas J. Herzfeld Advisors
Florida
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
CL
75
Choreo LLC
Illinois