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292 hedge funds and large institutions have $6.21B invested in XP in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

45% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $35.5M

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

13% more capital invested

Capital invested by funds: $5.47B → $6.21B (+$733M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 265292 (+27)

8.02% more ownership

Funds ownership: 71.19%79.21% (+8%)

Holders
292
Holders Change
+27
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
78
Increased
101
Reduced
83
Closed
50
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
251
TD Private Client Wealth
New York
$15.4K -$51.8K -2,844 -77%
BTI
252
Blue Trust Inc
Georgia
$13.3K +$8.42K +462 +158%
QC
253
Quent Capital
New York
$13.3K
FFA
254
Farther Finance Advisors
California
$11.4K +$6.36K +349 +122%
PB
255
Pinnacle Bancorp
Nebraska
$10.6K
FHA
256
First Horizon Advisors
Tennessee
$10.5K -$14.6K -803 -58%
HNB
257
Hilltop National Bank
Wyoming
$10.5K
VWM
258
Venturi Wealth Management
Texas
$9.58K +$9.73K +534 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$6.75K -$784K -42,999 -99%
HNB
260
Huntington National Bank
Ohio
$6.19K +$6.02K +330 +2,200%
AF
261
Allworth Financial
California
$4.13K +$1.19K +65 +39%
GWM
262
Geneos Wealth Management
Colorado
$4K +$4.07K +223 New
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.68K
IRC
264
Investors Research Corp
Georgia
$3.66K
RS
265
Rakuten Securities
Japan
$3.62K -$7.84K -430 -68%
UB
266
UMB Bank
Missouri
$3.01K -$25.1K -1,377 -89%
FCA
267
FinTrust Capital Advisors
South Carolina
$2.83K -$3.17K -174 -52%
WSFS
268
Wilmington Savings Fund Society
Delaware
$1.99K +$2.02K +111 New
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$1.94K -$890K -48,798 -100%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$1.92K -$4.76K -261 -71%
AWM
271
Activest Wealth Management
Florida
$1.89K
PPC
272
Park Place Capital
Alabama
$1.85K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$1.54K +$219 +12 +16%
JIP
274
Jaffetilchin Investment Partners
Florida
$1.48K +$1.51K +83 New
IA
275
IFP Advisors
Florida
$1.4K -$109 -6 -7%

XP Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2024, worth a combined $6.21B — up 13% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 50 closed out — a net gain of 28 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $466M. The largest seller was Harding Loevner, cutting an estimated $255M.

  • 292 institutional investors held XP (XP) as of Q3 2024, up from 265 in Q2 2024.
  • Funds reported $6.21B of XP stock for Q3 2024, up 13% quarter-over-quarter.
  • 78 funds opened new XP positions in Q3 2024 and 50 closed out, a net change of +28 holders.
  • The largest XP buyer in Q3 2024 was BlackRock, an estimated $466M added.
  • The largest XP seller in Q3 2024 was Harding Loevner, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2024.