295 hedge funds and large institutions have $8.13B invested in XP in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
43
Increased
107
Reduced
108
Closed
47
Calls
$225M
Puts
$320M
Net Calls
-$94.9M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$26.1K -$1.33K -52 -5%
QL
252
Quarry LP
New York
$24K -$6.93K -270 -22%
MG
253
Mather Group
Illinois
$23.7K +$23.7K +909 New
AWM
254
Avior Wealth Management
Nebraska
$16K +$16K +622 New
PB
255
Pinnacle Bancorp
Nebraska
$15.2K
HNB
256
Hilltop National Bank
Wyoming
$14K +$14K +547 New
GI
257
GAMMA Investing
California
$11.9K +$6.98K +272 +142%
Toronto Dominion Bank
258
Toronto Dominion Bank
Ontario, Canada
$11.1K
CFGS
259
Concourse Financial Group Securities
Alabama
$9.44K -$1.16K -45 -11%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$9.28K +$9.28K +368 New
Bessemer Group
261
Bessemer Group
New Jersey
$9K -$21.8M -819,847 -100%
POIA
262
Pin Oak Investment Advisors
Texas
$9K
FCA
263
FinTrust Capital Advisors
South Carolina
$8.52K
BFEC
264
Benjamin F. Edwards & Company
Missouri
$8K -$320 -13 -4%
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.26K
IRC
266
Investors Research Corp
Georgia
$5.24K
CA
267
Clearstead Advisors
Ohio
$5.1K -$1.83K -84 -26%
HNB
268
Huntington National Bank
Ohio
$4.34K -$2.16K -84 -33%
WTA
269
Washington Trust Advisors
Massachusetts
$4.31K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.08K +40 +37%
AF
271
Allworth Financial
California
$3.72K +$282 +11 +8%
RS
272
Rakuten Securities
Japan
$3.08K +$3.08K +120 New
AWM
273
Activest Wealth Management
Florida
$2.71K
AGWCA
274
Annis Gardner Whiting Capital Advisors
Florida
$2.67K +$2.67K +104 New
PPC
275
Park Place Capital
Alabama
$2.64K