317 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 102 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 (-$511M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
317
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
PA
276
Parallel Advisors
California
$28.3K
SAM
277
Smartleaf Asset Management
Massachusetts
$17.7K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$15.6K
LFG
279
Larson Financial Group
Missouri
$11K
WIM
280
Westside Investment Management
California
$9.94K
TCM
281
Triumph Capital Management
Colorado
$9.39K
CT
282
Clearstead Trust
Maine
$8.64K
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$7.67K
SS
284
SBI Securities
Japan
$7.25K
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$6.75K
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$6.58K
CA
287
Clearstead Advisors
Ohio
$3.95K
IRC
288
Investors Research Corp
Georgia
$3.83K
PFBT
289
Parkside Financial Bank & Trust
Missouri
$3.36K
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$2.95K
QC
291
Quent Capital
New York
$2.57K
NA
292
NewEdge Advisors
Louisiana
$2.52K
WA
293
WPG Advisers
Maryland
$2.5K
HHGA
294
Halbert Hargrove Global Advisors
California
$2.18K
AWM
295
Activest Wealth Management
Florida
$2.12K
PPC
296
Park Place Capital
Alabama
$1.94K
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71K
MCM
298
MAI Capital Management
Ohio
$1.37K
BIA
299
Bell Investment Advisors
California
$1.3K
Jones Financial Companies
300
Jones Financial Companies
Missouri
$1.15K