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356 hedge funds and large institutions have $6.32B invested in XP in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 95 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,492% more call options, than puts

Call options by funds: $289M | Put options by funds: $18.1M

60% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 95

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

11% more capital invested

Capital invested by funds: $5.72B → $6.32B (+$602M)

4% more funds holding

Funds holding: 342356 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.61% less ownership

Funds ownership: 80.32%79.71% (-0.61%)

Holders
356
Holders Change
+14
Holders Change %
+4.09%
% of All Funds
4.39%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
68
Increased
152
Reduced
95
Closed
48
Calls
$289M
Puts
$18.1M
Net Calls
+$271M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Tandem Capital Management
New Jersey
$374K -$10.4K -540 -3%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$371K -$28.2K -1,460 -7%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$365K +$18.1K +938 +5%
PFPG
229
Pinnacle Financial Partners (Georgia)
Georgia
$364K +$369K +19,114 New
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$363K
OWA
231
Outlook Wealth Advisors
Texas
$360K -$1.68K -87 -0.5%
IMC Chicago
232
IMC Chicago
Illinois
$350K -$2.21M -114,539 -86%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$350K +$78.1K +4,042 +28%
VI
234
Vestcor Inc
New Brunswick, Canada
$349K +$133K +6,887 +60%
Osaic Holdings
235
Osaic Holdings
Arizona
$341K +$260K +13,437 +300%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$338K +$120K +6,230 +54%
PAG
237
Private Advisor Group
New Jersey
$337K -$3.54K -183 -1%
DWM
238
Dakota Wealth Management
Florida
$332K +$78.8K +4,076 +31%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$332K +$68.9K +3,564 +26%
PHS
240
Pekin Hardy Strauss
Illinois
$329K +$54.1K +2,800 +19%
Royal Bank of Canada
241
Royal Bank of Canada
Ontario, Canada
$328K -$8.74M -452,328 -96%
GCM
242
Graham Capital Management
Connecticut
$326K -$67.7K -3,504 -17%
HFM
243
Harvest Fund Management
China
$326K -$687K -35,538 -67%
Tudor Investment Corp
244
Tudor Investment Corp
Connecticut
$320K -$104K -5,363 -24%
OIS
245
OneAscent Investment Solutions
Alabama
$310K +$7.44K +385 +2%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$310K +$315K +16,281 New
US Bancorp
247
US Bancorp
Minnesota
$295K +$55.3K +2,862 +23%
OAM
248
Oxford Asset Management
United Kingdom
$293K +$297K +15,370 New
MFG
249
Merit Financial Group
Georgia
$291K +$37.6K +1,948 +15%
LPL Financial
250
LPL Financial
California
$289K +$91.1K +4,714 +45%