320 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 110 increasing their positions, 103 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 (-$513M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
320
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
DWM
251
Dakota Wealth Management
Florida
$218K
MG
252
Marex Group
$217K
YCM
253
Yousif Capital Management
Michigan
$215K
SOW
254
State of Wyoming
Wyoming
$209K
JFL
255
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K
BAM
256
Blueshift Asset Management
New Jersey
$200K
GI
257
GAMMA Investing
California
$191K
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$189K
C
259
Covestor
United Kingdom
$159K
MIM
260
MetLife Investment Management
New Jersey
$159K
FFA
261
Farther Finance Advisors
California
$156K
Mirae Asset Global ETFs Holdings
262
Mirae Asset Global ETFs Holdings
Hong Kong
$116K
S
263
SignatureFD
Georgia
$107K
RIL
264
Rothschild Investment LLC
Illinois
$106K
Walleye Capital
265
Walleye Capital
New York
$89.4K
BTI
266
Blue Trust Inc
Georgia
$76.1K
VEA
267
Virtus ETF Advisers
New York
$75.2K
VI
268
Vestcor Inc
New Brunswick, Canada
$64K
QCG
269
Quadrant Capital Group
Ohio
$59.9K
VCM
270
Versant Capital Management
Arizona
$58.8K
AAP
271
Arax Advisory Partners
Colorado
$57.2K
CIAM
272
Caitong International Asset Management
Hong Kong
$53.1K
SAM
273
Shell Asset Management
Netherlands
$51K
GRP
274
Global Retirement Partners
California
$41.4K
TRCT
275
Tower Research Capital (TRC)
New York
$40.7K