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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
4.1%
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 %
Jones Financial Companies
301
Jones Financial Companies
Missouri
$197 +$197 +10 New
JWA
302
JFS Wealth Advisors
Pennsylvania
$61 -$61 -3 -50%
HCM
303
Hollencrest Capital Management
California
$61 – – –
KB
304
Kimelman & Baird
New York
$61 – – –
SC
305
Stephens Consulting
Michigan
$21 +$21 +1 New
CFS
306
CGC Financial Services
Oregon
$20 – – –
Mawer Investment Management
307
Mawer Investment Management
Alberta, Canada
– -$338M -24,589,426 Closed
Wellington Management Group
308
Wellington Management Group
Massachusetts
– -$82.4M -5,993,854 Closed
FSC
309
Fourth Sail Capital
Cayman Islands
– -$13.3M -969,296 Closed
TI
310
Trexquant Investment
Connecticut
– -$8.99M -653,590 Closed
DFCM
311
Dark Forest Capital Management
Puerto Rico
– -$3.13M -227,609 Closed
CP
312
CenterBook Partners
Connecticut
– -$2.79M -202,894 Closed
ECM
313
ExodusPoint Capital Management
New York
– -$2.66M -193,259 Closed
PCM
314
Penserra Capital Management
California
– -$2.52M -183,063 Closed
Squarepoint
315
Squarepoint
New York
– -$2.46M -178,864 Closed
MFS
316
Mirabella Financial Services
United Kingdom
– -$2.34M -170,099 Closed
BPAMU
317
BTG Pactual Asset Management US
New York
– -$1.93M -140,008 Closed
SM
318
Sciencast Management
New Jersey
– -$1.54M -111,989 Closed
OTL
319
Oak Thistle LLC
New York
– -$1.27M -92,644 Closed
PD
320
Point72 (DIFC)
United Arab Emirates
– -$1.01M -73,768 Closed
FRM
321
Fox Run Management
Connecticut
– -$972K -70,707 Closed
XT
322
XTX Topco
Cayman Islands
– -$794K -57,711 Closed
BCM
323
Bayesian Capital Management
New York
– -$463K -33,700 Closed
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
– -$399K -29,013 Closed
BFM
325
Boothbay Fund Management
New York
– -$321K -23,331 Closed
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13
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