256 hedge funds and large institutions have $7.08B invested in XP in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
4.08%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
54
Increased
94
Reduced
79
Closed
20
Calls
$95.8M
Puts
$175M
Net Calls
-$79.2M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
226
Cary Street Partners Investment Advisory
Virginia
$11.1K
C
227
Covestor
United Kingdom
$11K +$11K +473 New
FCA
228
FinTrust Capital Advisors
South Carolina
$10.9K +$3.48K +151 +47%
Toronto Dominion Bank
229
Toronto Dominion Bank
Ontario, Canada
$9.96K
CFGS
230
Concourse Financial Group Securities
Alabama
$9.17K +$576 +25 +7%
QL
231
Quarry LP
New York
$8.78K -$56.2K -2,438 -86%
HNB
232
Huntington National Bank
Ohio
$8.67K -$1.13K -49 -12%
POIA
233
Pin Oak Investment Advisors
Texas
$8K
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$6.45K
IRC
235
Investors Research Corp
Georgia
$4.7K
WTA
236
Washington Trust Advisors
Massachusetts
$3.87K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$3.83K +$3.83K +166 New
AF
238
Allworth Financial
California
$2.78K -$92 -4 -3%
PPC
239
Park Place Capital
Alabama
$2.37K -$14.1K -610 -86%
AWM
240
Activest Wealth Management
Florida
$2.36K +$69 +3 +3%
IA
241
IFP Advisors
Florida
$2.17K -$138 -6 -6%
BTI
242
Blue Trust Inc
Georgia
$2K -$247 -9 -11%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.72K +61 +610%
HBW
244
Hazlett, Burt & Watson
West Virginia
$2K +$2K +95 New
GI
245
Gradient Investments
Minnesota
$1.52K +$1.52K +66 New
OA
246
Operose Advisors
Wisconsin
$1.41K +$1.41K +61 New
BIA
247
Bell Investment Advisors
California
$1.38K +$69 +3 +5%
FFA
248
Farther Finance Advisors
California
$584 +$584 +25 New
N
249
Natixis
France
$461
WT
250
Whittier Trust
California
$276