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292 hedge funds and large institutions have $6.21B invested in XP in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

45% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $35.5M

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

13% more capital invested

Capital invested by funds: $5.47B → $6.21B (+$733M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 265292 (+27)

8.02% more ownership

Funds ownership: 71.19%79.21% (+8%)

Holders
292
Holders Change
+27
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
78
Increased
101
Reduced
83
Closed
50
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
276
Bell Investment Advisors
California
$1.24K
OA
277
Operose Advisors
Wisconsin
$1.09K
AFWM
278
Abich Financial Wealth Management
Virginia
$1.06K -$75.7K -4,150 -99%
AssetMark Inc
279
AssetMark Inc
California
$951 -$966 -53 -50%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$897 +$675 +37 +285%
MCM
281
MV Capital Management
Maryland
$862 +$383 +21 +78%
CAM
282
Creekmur Asset Management
Illinois
$700
Kayne Anderson Rudnick Investment Management
283
Kayne Anderson Rudnick Investment Management
California
$685 -$182 -10 -21%
MG
284
Mather Group
Illinois
$681 -$15.8K -868 -96%
CPA
285
Capital Performance Advisors
California
$269 +$273 +15 New
AAP
286
Arax Advisory Partners
Colorado
$252 +$255 +14 New
RIL
287
Rothschild Investment LLC
Illinois
$179 +$182 +10 New
JWA
288
JFS Wealth Advisors
Pennsylvania
$108
LFG
289
Larson Financial Group
Missouri
$72 +$73 +4 New
HCM
290
Hollencrest Capital Management
California
$54
KB
291
Kimelman & Baird
New York
$54
CFS
292
CGC Financial Services
Oregon
$18
Arrowstreet Capital
293
Arrowstreet Capital
Massachusetts
-$94.6M -5,378,290 Closed
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
-$42.8M -2,228,957 Closed
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
-$22.7M -1,289,376 Closed
HF
296
HRT Financial
New York
-$7.47M -424,713 Closed
YIH
297
Y-Intercept (HK)
Hong Kong
-$5.48M -311,501 Closed
ECM
298
ExodusPoint Capital Management
New York
-$5.44M -309,225 Closed
LP
299
LMR Partners
United Kingdom
-$3.06M -174,000 Closed
CFM
300
Catalyst Funds Management
Australia
-$2.94M -167,000 Closed

XP Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2024, worth a combined $6.21B — up 13% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 50 closed out — a net gain of 28 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $466M. The largest seller was Harding Loevner, cutting an estimated $255M.

  • 292 institutional investors held XP (XP) as of Q3 2024, up from 265 in Q2 2024.
  • Funds reported $6.21B of XP stock for Q3 2024, up 13% quarter-over-quarter.
  • 78 funds opened new XP positions in Q3 2024 and 50 closed out, a net change of +28 holders.
  • The largest XP buyer in Q3 2024 was BlackRock, an estimated $466M added.
  • The largest XP seller in Q3 2024 was Harding Loevner, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2024.