320 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 110 increasing their positions, 103 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 (-$513M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
320
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
TCM
226
Tandem Capital Management
New Jersey
$302K
BCI
227
Brinker Capital Investments
Pennsylvania
$301K
OIS
228
OneAscent Investment Solutions
Alabama
$300K
MFG
229
Merit Financial Group
Georgia
$299K
PEAK6
230
PEAK6
Illinois
$287K
HCA
231
Hyperion Capital Advisors
New York
$282K
Principal Financial Group
232
Principal Financial Group
Iowa
$280K
PS
233
Principal Securities
Iowa
$278K
FRA
234
Frank Rimerman Advisors
California
$274K
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K
Connor, Clark & Lunn Investment Management (CC&L)
236
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$270K
Credit Agricole
237
Credit Agricole
France
$267K
QIM
238
Quantitative Investment Management
Virginia
$261K
OAM
239
Oppenheimer Asset Management
New York
$260K
VSQM
240
V-Square Quantitative Management
Illinois
$259K
Two Sigma Advisers
241
Two Sigma Advisers
New York
$256K
Cerity Partners
242
Cerity Partners
New York
$253K
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$253K
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$250K
US Bancorp
245
US Bancorp
Minnesota
$247K
VPIM
246
Vanguard Personalized Indexing Management
California
$240K
BC
247
Bridgefront Capital
Texas
$235K
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$234K
FCM
249
Fieldview Capital Management
Michigan
$222K
SGI
250
Summit Global Investments
Utah
$218K