317 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less call options, than puts

Call options by funds: $111M | Put options by funds: $112M

7% less capital invested

Capital invested by funds: $6.95B → $6.44B (-$511M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$112M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
226
OneAscent Investment Solutions
Alabama
$300K
MFG
227
Merit Financial Group
Georgia
$299K
PEAK6
228
PEAK6
Illinois
$287K
HCA
229
Hyperion Capital Advisors
New York
$282K
Principal Financial Group
230
Principal Financial Group
Iowa
$280K
PS
231
Principal Securities
Iowa
$278K
FRA
232
Frank Rimerman Advisors
California
$274K
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K
Connor, Clark & Lunn Investment Management (CC&L)
234
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$270K
Credit Agricole
235
Credit Agricole
France
$267K
QIM
236
Quantitative Investment Management
Virginia
$261K
OAM
237
Oppenheimer Asset Management
New York
$260K
VSQM
238
V-Square Quantitative Management
Illinois
$259K
Two Sigma Advisers
239
Two Sigma Advisers
New York
$256K
Cerity Partners
240
Cerity Partners
New York
$253K
PCMC
241
Paragon Capital Management (Colorado)
Colorado
$253K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$250K
US Bancorp
243
US Bancorp
Minnesota
$247K
VPIM
244
Vanguard Personalized Indexing Management
California
$240K
BC
245
Bridgefront Capital
Texas
$235K
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$234K
FCM
247
Fieldview Capital Management
Michigan
$222K
SGI
248
Summit Global Investments
Utah
$218K
DWM
249
Dakota Wealth Management
Florida
$218K
MG
250
Marex Group
$217K