XAI Floating Rate & Alternative Income Trust
XFLT
78 hedge funds and large institutions have $58.6M invested in XAI Floating Rate & Alternative Income Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
45% more capital invested
Capital invested by funds: $40.5M → $58.6M (+$18.1M)
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
8% more funds holding
Funds holding: 72 → 78 (+6)
1.02% more ownership
Funds ownership: 1.88% → 2.9% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.1M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$6.55M |
| 3 |
Morgan Stanley
New York
|
+$3.52M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.45M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.64M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.11M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$718K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$701K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$423K |
XFLT Hedge Fund Activity: Q3 2025 in Review
78 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in XAI Floating Rate & Alternative Income Trust (XFLT) for Q3 2025, worth a combined $58.6M — up 45% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XFLT positions and 13 closed out — a net gain of 6 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $11.1M. The largest seller was Landscape Capital Management, cutting an estimated $1.64M.
- 78 institutional investors held XAI Floating Rate & Alternative Income Trust (XFLT) as of Q3 2025, up from 72 in Q2 2025.
- Funds reported $58.6M of XAI Floating Rate & Alternative Income Trust stock for Q3 2025, up 45% quarter-over-quarter.
- 19 funds opened new XAI Floating Rate & Alternative Income Trust positions in Q3 2025 and 13 closed out, a net change of +6 holders.
- The largest XAI Floating Rate & Alternative Income Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $11.1M added.
- The largest XAI Floating Rate & Alternative Income Trust seller in Q3 2025 was Landscape Capital Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2025.