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
YCM
251
Yousif Capital Management
Michigan
$215K
SOW
252
State of Wyoming
Wyoming
$209K
JFL
253
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K
BAM
254
Blueshift Asset Management
New Jersey
$200K
GI
255
GAMMA Investing
California
$191K
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$189K
C
257
Covestor
United Kingdom
$159K
MIM
258
MetLife Investment Management
New Jersey
$159K
FFA
259
Farther Finance Advisors
California
$156K
Mirae Asset Global ETFs Holdings
260
Mirae Asset Global ETFs Holdings
Hong Kong
$116K
S
261
SignatureFD
Georgia
$107K
RIL
262
Rothschild Investment LLC
Illinois
$106K
Walleye Capital
263
Walleye Capital
New York
$89.4K
BTI
264
Blue Trust Inc
Georgia
$76.1K
VEA
265
Virtus ETF Advisers
New York
$75.2K
VI
266
Vestcor Inc
New Brunswick, Canada
$64K
QCG
267
Quadrant Capital Group
Ohio
$59.9K
VCM
268
Versant Capital Management
Arizona
$58.8K
AAP
269
Arax Advisory Partners
Colorado
$57.2K
CIAM
270
Caitong International Asset Management
Hong Kong
$53.1K
SAM
271
Shell Asset Management
Netherlands
$51K
GRP
272
Global Retirement Partners
California
$41.4K
TRCT
273
Tower Research Capital (TRC)
New York
$40.7K
EWA
274
EverSource Wealth Advisors
Alabama
$29.9K
GBT
275
Grove Bank & Trust
Florida
$28.3K