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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
GWM
276
Geneos Wealth Management
Colorado
$6.99K -$7.98K -462 -57%
SC
277
SouthState Corp
Florida
$6.46K -$605 -35 -10%
MCM
278
MAI Capital Management
Ohio
$6.22K +$5.32K +308 New
EP
279
Essential Partners
California
$6.04K +$5.17K +299 New
MCM
280
MV Capital Management
Maryland
$5.19K +$86 +5 +2%
AF
281
Allworth Financial
California
$5.15K +$1.47K +85 +50%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$4.95K +$2.38K +138 +129%
IRC
283
Investors Research Corp
Georgia
$4.12K
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$3.23K -$17 -1 -0.6%
CIAM
285
Caitong International Asset Management
Hong Kong
$3.03K -$296K -17,127 -99%
WSFS
286
Wilmington Savings Fund Society
Delaware
$2.85K -$346 -20 -12%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$2.83K +$2.42K +140 New
LSA
288
Leonteq Securities AG
Switzerland
$2.46K -$123K -7,145 -98%
AWM
289
Activest Wealth Management
Florida
$2.28K -$1.71K -99 -47%
IA
290
IFP Advisors
Florida
$2.22K +$1.04K +60 +120%
PPC
291
Park Place Capital
Alabama
$2.04K
CA
292
Clearstead Advisors
Ohio
$1.78K +$708 +41 +87%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$1.58K +$950 +55 +239%
KG
294
Kilter Group
New York
$1.5K +$1.28K +74 New
WA
295
Whipplewood Advisors
Colorado
$1.47K +$259 +15 +26%
BIA
296
Bell Investment Advisors
California
$1.39K
RS
297
Rakuten Securities
Japan
$1.17K -$1.16K -67 -54%
BIG
298
Brooklyn Investment Group
New York
$1.15K -$950 -55 -49%
CH
299
Cromwell Holdings
Wyoming
$1.07K +$276 +16 +43%
RIL
300
Rothschild Investment LLC
Illinois
$909 +$346 +20 +80%

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.