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XP
XP

Overview Fund Activity

306 hedge funds and large institutions have $6.95B invested in XP in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
61
Increased
123
Reduced
95
Closed
43
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$24.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$175M
2
OAG
2
Orbis Allan Gray
Bermuda
$162M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$142M
4
BlackRock
4
BlackRock
New York
$946M
5
Morgan Stanley
5
Morgan Stanley
New York
$180M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Dodge & Cox
2
Dodge & Cox
California
$693M
3
GA
3
General Atlantic
New York
$515M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$4.95K +$2.79K +138 +129%
IRC
277
Investors Research Corp
Georgia
$4.12K – – –
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$3.23K -$20 -1 -0.6%
CIAM
279
Caitong International Asset Management
Hong Kong
$3.03K -$346K -17,127 -99%
WSFS
280
Wilmington Savings Fund Society
Delaware
$2.85K -$404 -20 -12%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$2.83K +$2.83K +140 New
AWM
282
Activest Wealth Management
Florida
$2.28K -$2K -99 -47%
IA
283
IFP Advisors
Florida
$2.22K +$1.21K +60 +120%
PPC
284
Park Place Capital
Alabama
$2.04K – – –
CA
285
Clearstead Advisors
Ohio
$1.78K +$828 +41 +87%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$1.58K +$1.11K +55 +239%
KG
287
Kilter Group
New York
$1.5K +$1.5K +74 New
WA
288
Whipplewood Advisors
Colorado
$1.47K +$303 +15 +26%
BIA
289
Bell Investment Advisors
California
$1.39K – – –
RS
290
Rakuten Securities
Japan
$1.17K -$1.35K -67 -54%
BIG
291
Brooklyn Investment Group
New York
$1.15K -$1.11K -55 -49%
CH
292
Cromwell Holdings
Wyoming
$1.07K +$323 +16 +43%
RIL
293
Rothschild Investment LLC
Illinois
$909 +$404 +20 +80%
PWA
294
Physician Wealth Advisors
Utah
$728 +$728 +36 New
HNB
295
Huntington National Bank
Ohio
$707 -$485 -24 -41%
BGAI
296
Bruce G. Allen Investments
Colorado
$667 – – –
WCM
297
WealthTrak Capital Management
Virginia
$606 – – –
FHA
298
First Horizon Advisors
Tennessee
$404 +$404 +20 New
TWD
299
True Wealth Design
Ohio
$384 -$7.54K -373 -95%
UB
300
UMB Bank
Missouri
$343 +$141 +7 +70%
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