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313 hedge funds and large institutions have $6.96B invested in XP in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $4.68B → $6.96B (+$2.27B)

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

32% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 96

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more funds holding

Funds holding: 296313 (+17)

1.29% more ownership

Funds ownership: 77.9%79.19% (+1.3%)

6% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $96.3M

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
62
Increased
127
Reduced
96
Closed
42
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
251
SG Americas Securities
New York
$200K -$40.7M -2,357,648 -100%
C
252
Covestor
United Kingdom
$197K -$106K -6,138 -39%
MIM
253
MetLife Investment Management
New Jersey
$169K -$12.9K -747 -8%
BC
254
Bayforest Capital
United Kingdom
$151K -$714K -41,298 -85%
MAM
255
Meeder Asset Management
Ohio
$120K +$102K +5,925 New
S
256
SignatureFD
Georgia
$115K -$9.31K -539 -9%
Mirae Asset Global ETFs Holdings
257
Mirae Asset Global ETFs Holdings
Hong Kong
$114K -$20.7K -1,199 -17%
QL
258
Quarry LP
New York
$111K -$101K -5,817 -51%
Walleye Capital
259
Walleye Capital
New York
$108K -$10.5M -605,293 -99%
FFA
260
Farther Finance Advisors
California
$89.2K +$69.7K +4,034 +1,059%
FF
261
Friedenthal Financial
New Jersey
$87.2K +$74.6K +4,318 New
BTI
262
Blue Trust Inc
Georgia
$86.1K -$4.77K -276 -6%
VCM
263
Versant Capital Management
Arizona
$53.2K +$17.6K +1,017 +63%
TRCT
264
Tower Research Capital (TRC)
New York
$47.5K -$274K -15,853 -87%
GRP
265
Global Retirement Partners
California
$44.5K +$38K +2,201 New
PPFA
266
Provida Pension Fund Administrator
Chile
$37.5K
GBT
267
Grove Bank & Trust
Florida
$37.2K -$52 -3 -0.2%
PA
268
Parallel Advisors
California
$33.6K -$30.5K -1,763 -51%
EWA
269
EverSource Wealth Advisors
Alabama
$33K +$11.2K +646 +65%
SS
270
SBI Securities
Japan
$27.8K -$5.41K -313 -19%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$17.8K -$6K -347 -28%
LFG
272
Larson Financial Group
Missouri
$12.5K +$10.7K +617 New
NA
273
NewEdge Advisors
Louisiana
$12K
SAM
274
Smartleaf Asset Management
Massachusetts
$10.7K -$2.73K -158 -23%
CT
275
Clearstead Trust
Maine
$8.67K

XP Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2025, worth a combined $6.96B — up 49% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XP positions and 42 closed out — a net gain of 20 holders — while 127 added to existing stakes and 96 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $150M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $338M sold.

  • 313 institutional investors held XP (XP) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $6.96B of XP stock for Q2 2025, up 49% quarter-over-quarter.
  • 62 funds opened new XP positions in Q2 2025 and 42 closed out, a net change of +20 holders.
  • The largest XP buyer in Q2 2025 was Massachusetts Financial Services, an estimated $150M added.
  • The largest XP seller in Q2 2025 was Mawer Investment Management, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2025.