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356 hedge funds and large institutions have $6.32B invested in XP in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 95 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,492% more call options, than puts

Call options by funds: $289M | Put options by funds: $18.1M

60% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 95

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

11% more capital invested

Capital invested by funds: $5.72B → $6.32B (+$602M)

4% more funds holding

Funds holding: 342356 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.61% less ownership

Funds ownership: 80.32%79.71% (-0.61%)

Holders
356
Holders Change
+14
Holders Change %
+4.09%
% of All Funds
4.39%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
68
Increased
152
Reduced
95
Closed
48
Calls
$289M
Puts
$18.1M
Net Calls
+$271M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
301
Transamerica Financial Advisors
Florida
$23.1K +$19.8K +1,025 +554%
TCM
302
Triumph Capital Management
Colorado
$20.9K +$5.8K +300 +38%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$20.9K +$4.71K +244 +29%
Mirae Asset Global Investments
304
Mirae Asset Global Investments
South Korea
$17K +$17.2K +892 New
AAP
305
Arax Advisory Partners
Colorado
$16.4K +$9.6K +497 +137%
LFG
306
Larson Financial Group
Missouri
$15.2K -$1.26K -65 -8%
CI
307
CX Institutional
Indiana
$11K +$11.2K +582 New
WIM
308
Westside Investment Management
California
$10.1K
MCM
309
MAI Capital Management
Ohio
$8.42K +$7.23K +374 +550%
CT
310
Clearstead Trust
Maine
$8.17K
CMA
311
Cedar Mountain Advisors
Oregon
$8.07K +$8.19K +424 New
EP
312
Essential Partners
California
$7.18K +$1.37K +71 +23%
SS
313
SBI Securities
Japan
$6.53K -$831 -43 -11%
SAM
314
Smartleaf Asset Management
Massachusetts
$6.33K
SHIM
315
Stone House Investment Management
Pennsylvania
$6.32K +$5.53K +286 +622%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$6.11K -$232 -12 -4%
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$6.07K -$166K -8,607 -96%
ASN
318
Advisory Services Network
Georgia
$5.83K +$5.91K +306 New
MCM
319
MV Capital Management
Maryland
$4.89K
OCWP
320
Owl Creek Wealth Partners
Colorado
$3.9K +$3.96K +205 New
AWM
321
Activest Wealth Management
Florida
$2.37K +$155 +8 +7%
RAM
322
Ramirez Asset Management
New York
$2.32K
IA
323
IFP Advisors
Florida
$2.23K -$329 -17 -13%
QC
324
Quent Capital
New York
$2.08K +$1.6K +83 +319%
Bessemer Group
325
Bessemer Group
New Jersey
$2K