263 hedge funds and large institutions have $5.47B invested in XP in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-32
Holders Change %
-10.85%
% of All Funds
3.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
40
Increased
102
Reduced
92
Closed
69
Calls
$66M
Puts
$28.6M
Net Calls
+$37.3M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
226
Hilltop National Bank
Wyoming
$10.3K +$633 +36 +7%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$7.6K
BTI
228
Blue Trust Inc
Georgia
$7.52K +$5.65K +220 +301%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$6.28K
CFGS
230
Concourse Financial Group Securities
Alabama
$6.23K -$246 -14 -4%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$6K +$91 +5 +2%
FCA
232
FinTrust Capital Advisors
South Carolina
$5.84K
FFA
233
Farther Finance Advisors
California
$4.83K +$4.2K +250 +676%
CA
234
Clearstead Advisors
Ohio
$4.12K
LI
235
LRI Investments
Florida
$3.68K +$3.68K +209 New
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.61K
IRC
237
Investors Research Corp
Georgia
$3.59K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$3K -$20 -1 -0.7%
WTA
239
Washington Trust Advisors
Massachusetts
$2.96K
AF
240
Allworth Financial
California
$2.95K +$358 +20 +14%
AssetMark Inc
241
AssetMark Inc
California
$1.87K +$1.87K +106 New
AWM
242
Activest Wealth Management
Florida
$1.85K
AGWCA
243
Annis Gardner Whiting Capital Advisors
Florida
$1.83K
PPC
244
Park Place Capital
Alabama
$1.81K
SWS
245
SYSTM Wealth Solutions
Illinois
$1.69K
IA
246
IFP Advisors
Florida
$1.48K +$598 +34 +68%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$1.3K +$1.18K +67 +957%
RFG
248
RFP Financial Group
Georgia
$1.28K
BIA
249
Bell Investment Advisors
California
$1.21K -$422 -24 -26%
OWA
250
Opal Wealth Advisors
New York
$1.2K +$299 +17 +33%