XP icon

XP
XP

Overview Fund Activity

306 hedge funds and large institutions have $6.95B invested in XP in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
61
Increased
123
Reduced
95
Closed
43
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$24.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$175M
2
OAG
2
Orbis Allan Gray
Bermuda
$162M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$142M
4
BlackRock
4
BlackRock
New York
$946M
5
Morgan Stanley
5
Morgan Stanley
New York
$180M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Dodge & Cox
2
Dodge & Cox
California
$693M
3
GA
3
General Atlantic
New York
$515M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
251
Meeder Asset Management
Ohio
$120K +$120K +5,925 New
S
252
SignatureFD
Georgia
$115K -$10.9K -539 -9%
Mirae Asset Global ETFs Holdings
253
Mirae Asset Global ETFs Holdings
Hong Kong
$114K -$23.8K -1,199 -17%
QL
254
Quarry LP
New York
$111K -$118K -5,817 -51%
Walleye Capital
255
Walleye Capital
New York
$108K -$12.2M -605,293 -99%
FFA
256
Farther Finance Advisors
California
$89.2K +$81.5K +4,034 +1,059%
FF
257
Friedenthal Financial
New Jersey
$87.2K +$87.2K +4,318 New
BTI
258
Blue Trust Inc
Georgia
$86.1K -$5.58K -276 -6%
VCM
259
Versant Capital Management
Arizona
$53.2K +$20.5K +1,017 +63%
TRCT
260
Tower Research Capital (TRC)
New York
$47.5K -$320K -15,853 -87%
GRP
261
Global Retirement Partners
California
$44.5K +$44.5K +2,201 New
GBT
262
Grove Bank & Trust
Florida
$37.2K -$61 -3 -0.2%
PA
263
Parallel Advisors
California
$33.6K -$35.6K -1,763 -51%
EWA
264
EverSource Wealth Advisors
Alabama
$33K +$13K +646 +65%
SS
265
SBI Securities
Japan
$27.8K -$6.32K -313 -19%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$17.8K -$7.01K -347 -28%
LFG
267
Larson Financial Group
Missouri
$12.5K +$12.5K +617 New
NA
268
NewEdge Advisors
Louisiana
$12K – – –
SAM
269
Smartleaf Asset Management
Massachusetts
$10.7K -$3.11K -158 -23%
CT
270
Clearstead Trust
Maine
$8.67K – – –
GWM
271
Geneos Wealth Management
Colorado
$6.99K -$9.33K -462 -57%
SC
272
SouthState Corp
Florida
$6.46K -$707 -35 -10%
MCM
273
MAI Capital Management
Ohio
$6.22K +$6.22K +308 New
MCM
274
MV Capital Management
Maryland
$5.19K +$101 +5 +2%
AF
275
Allworth Financial
California
$5.15K +$1.72K +85 +50%
9 10
11
12 13