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Xenia Hotels & Resorts

253 hedge funds and large institutions have $1.09B invested in Xenia Hotels & Resorts in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

5% more funds holding

Funds holding: 242253 (+11)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

1.8% less ownership

Funds ownership: 92.82%91.02% (-1.8%)

36% less capital invested

Capital invested by funds: $1.69B → $1.09B (-$599M)

37% less call options, than puts

Call options by funds: $19K | Put options by funds: $30K

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
87
Reduced
82
Closed
19
Calls
$19K
Puts
$30K
Net Calls
-$11K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$18.1K -$292 -21 -1%
PMFA
202
Plante Moran Financial Advisors
Michigan
$17.3K
OP
203
ORG Partners
Indiana
$12.1K
SL
204
Salomon & Ludwin
Virginia
$11.5K
NA
205
NewEdge Advisors
Louisiana
$11.1K
DWM
206
Darwin Wealth Management
Florida
$10.8K
SWA
207
SOA Wealth Advisors
New York
$10.3K -$1.78K -128 -13%
BTI
208
Blue Trust Inc
Georgia
$10.2K -$4.29K -308 -26%
AG
209
AmeriFlex Group
Nevada
$10.1K
CCM
210
Coldstream Capital Management
Washington
$8.68K +$10.3K +738 New
FPF
211
First Pacific Financial
Washington
$8.53K +$10.1K +725 New
HWM
212
HighMark Wealth Management
Minnesota
$8.44K +$83 +6 +0.8%
GKIM
213
GW&K Investment Management
Massachusetts
$8K -$2.23K -160 -20%
HCA
214
Harbor Capital Advisors
Illinois
$8K +$1.25K +90 +15%
CA
215
Continuum Advisory
Idaho
$7.03K
FFA
216
Farther Finance Advisors
California
$6.77K -$320 -23 -4%
SIS
217
Sound Income Strategies
Florida
$6.53K
Bessemer Group
218
Bessemer Group
New Jersey
$6K +$2.49K +179 +49%
RF
219
Robinswood Financial
Washington
$5.64K
PWMG
220
Prestige Wealth Management Group
New Jersey
$5.52K
SPIA
221
Steward Partners Investment Advisory
New York
$5.29K
Simplex Trading
222
Simplex Trading
Illinois
$5K +$6.21K +446 New
AAP
223
Arax Advisory Partners
Colorado
$4.69K +$1.79K +129 +48%
NL
224
NVWM LLC
Pennsylvania
$4.55K
PA
225
Parallel Advisors
California
$4.46K -$7.99K -574 -60%