XFLT

XAI Octagon Floating Rate and Alternative Income Trust

70 hedge funds and large institutions have $37.5M 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, 24 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
-34,098 Closed
SPC
77
Sigma Planning Corp
Michigan
-27,018 Closed
MA
78
Mutual Advisors
Nebraska
-21,268 Closed
HF
79
HRT Financial
New York
-20,992 Closed
Wells Fargo
80
Wells Fargo
California
-18,356 Closed
Jane Street
81
Jane Street
New York
-15,508 Closed
VF
82
Virtu Financial
New York
-13,133 Closed
AWS
83
Atria Wealth Solutions
New York
-10,970 Closed
PWM
84
Perigon Wealth Management
California
-10,840 Closed
BBHC
85
Brown Brothers Harriman & Co
New York
-114 Closed
HCP
86
Hexagon Capital Partners
Arkansas
-20 Closed