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XP
XP

Overview Fund Activity

306 hedge funds and large institutions have $6.95B invested in XP in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
61
Increased
123
Reduced
95
Closed
43
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$24.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$175M
2
OAG
2
Orbis Allan Gray
Bermuda
$162M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$142M
4
BlackRock
4
BlackRock
New York
$946M
5
Morgan Stanley
5
Morgan Stanley
New York
$180M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Dodge & Cox
2
Dodge & Cox
California
$693M
3
GA
3
General Atlantic
New York
$515M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
226
V-Square Quantitative Management
Illinois
$279K +$279K +13,800 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$277K +$112K +5,557 +68%
GI
228
GAMMA Investing
California
$274K +$135K +6,662 +97%
MFG
229
Merit Financial Group
Georgia
$273K +$4.87K +241 +2%
AFCM
230
Applied Finance Capital Management
Puerto Rico
$268K +$268K +13,264 New
PCM
231
Polymer Capital Management
New York
$267K +$267K +13,233 New
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$262K +$43.2K +2,137 +20%
VPIM
233
Vanguard Personalized Indexing Management
California
$260K +$55.2K +2,732 +27%
Royal Bank of Canada
234
Royal Bank of Canada
Ontario, Canada
$259K -$306K -15,119 -54%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$247K +$75.9K +3,755 +44%
FAM
236
Fairtree Asset Management
South Africa
$242K +$242K +11,998 New
MC
237
Machina Capital
France
$241K +$241K +11,913 New
DT
238
Diversified Trust
Tennessee
$235K +$235K +11,618 New
PS
239
Principal Securities
Iowa
$234K +$101K +4,989 +75%
TSS
240
Two Sigma Securities
New York
$230K -$628K -31,089 -73%
YCM
241
Yousif Capital Management
Michigan
$226K -$4.12K -204 -2%
PTC
242
Petrus Trust Company
Texas
$225K +$225K +11,130 New
SGI
243
Summit Global Investments
Utah
$222K +$222K +10,988 New
BS
244
Banco Santander
Spain
$217K -$138K -6,836 -39%
SAM
245
Shell Asset Management
Netherlands
$216K +$55.4K +2,738 +34%
IHL
246
Investment House LLC
California
$202K +$202K +10,000 New
SG Americas Securities
247
SG Americas Securities
New York
$200K -$47.6M -2,357,648 -100%
C
248
Covestor
United Kingdom
$197K -$124K -6,138 -39%
MIM
249
MetLife Investment Management
New Jersey
$169K -$15.1K -747 -8%
BC
250
Bayforest Capital
United Kingdom
$151K -$834K -41,298 -85%
8 9
10
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