XFLT

XAI Octagon Floating Rate and Alternative Income Trust

93 hedge funds and large institutions have $97.6M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
CL
51
CSS LLC
Illinois
$112K
Mariner
52
Mariner
Kansas
$105K
KPWS
53
Kestra Private Wealth Services
Texas
$99.4K
CP
54
Castleview Partners
Texas
$89.1K
BFA
55
Beacon Financial Advisory
Ohio
$86.8K
CA
56
CoreCap Advisors
Michigan
$86K
EW
57
Evoke Wealth
California
$84.3K
FWP
58
Firethorn Wealth Partners
Georgia
$83.2K
MA
59
Mutual Advisors
Nebraska
$82.3K
EWA
60
EverSource Wealth Advisors
Alabama
$81.6K
CCG
61
Catalina Capital Group
California
$80.5K
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$74.1K
SPC
63
Sigma Planning Corp
Michigan
$72.2K
Nomura Holdings
64
Nomura Holdings
Japan
$71.4K
GVAG
65
Great Valley Advisor Group
Delaware
$69K
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$68.2K
FA
67
Freestate Advisors
Kansas
$64.8K
OCM
68
One Capital Management
California
$60K
AIS
69
Accredited Investor Services
Minnesota
$58.3K
HFA
70
Highland Financial Advisors
New Jersey
$56.3K
AWA
71
Amplius Wealth Advisors
Pennsylvania
$53.7K
PSCM
72
Per Stirling Capital Management
Texas
$50.6K
HHGA
73
Halbert Hargrove Global Advisors
California
$48K
TCM
74
Triumph Capital Management
Colorado
$43.2K
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$41.2K