XFLT

XAI Octagon Floating Rate and Alternative Income Trust

93 hedge funds and large institutions have $97.9M invested in XAI Octagon Floating Rate and Alternative Income Trust in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 20 increasing their positions, 30 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
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$41.2K
GRP
77
Global Retirement Partners
California
$40K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$22K
SWM
79
Spire Wealth Management
Virginia
$21K
FHA
80
Flagship Harbor Advisors
Massachusetts
$17.7K
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$15.5K
Comerica Bank
82
Comerica Bank
Texas
$13.4K
NWMP
83
Noble Wealth Management PBC
Colorado
$9.6K
Bank of America
84
Bank of America
North Carolina
$8.62K
HWP
85
Highline Wealth Partners
California
$7.2K
WA
86
WPG Advisers
Maryland
$6.38K
SC
87
Swan Capital
Florida
$5.9K
TSMHT
88
Thurston Springer Miller Herd & Titak
Indiana
$5.28K
BAM
89
Byrne Asset Management
New Jersey
$4.8K
DJSG
90
D.J. St. Germain
Massachusetts
$4.32K
AF
91
Allworth Financial
California
$1.42K
LWMI
92
Legacy Wealth Management (Idaho)
Idaho
$6
HNB
93
Huntington National Bank
Ohio
$5
Wells Fargo
94
Wells Fargo
California
$5
Pathstone Holdings
95
Pathstone Holdings
New Jersey
CPRC
96
Consolidated Portfolio Review Corp
New York
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
MWM
98
Meadowbrook Wealth Management
New York
AA
99
AQR Arbitrage
Connecticut
VF
100
Virtu Financial
New York