291 hedge funds and large institutions have $4.15B invested in XP in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+3
Holders Change %
+1.04%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
67
Increased
109
Reduced
88
Closed
59
Calls
$27.1M
Puts
$15.8M
Net Calls
+$11.3M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$6.76K -$11.4K -972 -63%
GWM
252
Geneos Wealth Management
Colorado
$4.24K +$1.6K +135 +61%
MCM
253
MV Capital Management
Maryland
$2.61K +$2.04K +172 +358%
MCM
254
MAI Capital Management
Ohio
$2.49K +$2.49K +210 New
IRC
255
Investors Research Corp
Georgia
$2.42K
Group One Trading
256
Group One Trading
Illinois
$2.18K -$37.5K -3,166 -95%
WSFS
257
Wilmington Savings Fund Society
Delaware
$1.91K +$593 +50 +45%
RTL
258
Red Tortoise LLC
Georgia
$1.8K +$1.8K +152 New
AssetMark Inc
259
AssetMark Inc
California
$1.7K +$1.07K +90 +170%
RS
260
Rakuten Securities
Japan
$1.67K -$723 -61 -30%
AF
261
Allworth Financial
California
$1.58K -$1.2K -99 -43%
KIM
262
Kestra Investment Management
Texas
$1.46K +$1.46K +123 New
BIG
263
Brooklyn Investment Group
New York
$1.39K -$9.22K -778 -87%
AWM
264
Activest Wealth Management
Florida
$1.33K +$83 +7 +7%
FFA
265
Farther Finance Advisors
California
$1.33K -$6.21K -524 -82%
PPC
266
Park Place Capital
Alabama
$1.22K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$1.18K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$1.02K
IA
269
IFP Advisors
Florida
$983 +$59 +5 +6%
WA
270
Whipplewood Advisors
Colorado
$889 +$889 +75 New
BTI
271
Blue Trust Inc
Georgia
$865 -$8.08K -682 -90%
BIA
272
Bell Investment Advisors
California
$818
HNB
273
Huntington National Bank
Ohio
$699 -$3.39K -286 -83%
RTC
274
Riverview Trust Company
Washington
$486 +$486 +41 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$462 -$3.99K -337 -90%