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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
PWA
301
Physician Wealth Advisors
Utah
$728 +$622 +36 New
HNB
302
Huntington National Bank
Ohio
$707 -$415 -24 -41%
BGAI
303
Bruce G. Allen Investments
Colorado
$667
WCM
304
WealthTrak Capital Management
Virginia
$606
FHA
305
First Horizon Advisors
Tennessee
$404 +$346 +20 New
TWD
306
True Wealth Design
Ohio
$384 -$6.45K -373 -95%
UB
307
UMB Bank
Missouri
$343 +$121 +7 +70%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$197 +$173 +10 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$61 -$52 -3 -50%
HCM
310
Hollencrest Capital Management
California
$61
KB
311
Kimelman & Baird
New York
$61
SC
312
Stephens Consulting
Michigan
$21 +$17 +1 New
CFS
313
CGC Financial Services
Oregon
$20
Mawer Investment Management
314
Mawer Investment Management
Alberta, Canada
-$338M -24,589,426 Closed
Wellington Management Group
315
Wellington Management Group
Massachusetts
-$82.4M -5,993,854 Closed
FSC
316
Fourth Sail Capital
Cayman Islands
-$13.3M -969,296 Closed
TI
317
Trexquant Investment
Connecticut
-$8.99M -653,590 Closed
MFS
318
Mirabella Financial Services
United Kingdom
-$4.68M -340,198 Closed
DFCM
319
Dark Forest Capital Management
Puerto Rico
-$3.13M -227,609 Closed
CP
320
CenterBook Partners
Connecticut
-$2.79M -202,894 Closed
ECM
321
ExodusPoint Capital Management
New York
-$2.66M -193,259 Closed
PCM
322
Penserra Capital Management
California
-$2.52M -183,063 Closed
Squarepoint
323
Squarepoint
New York
-$2.46M -178,864 Closed
BPAMU
324
BTG Pactual Asset Management US
New York
-$1.93M -140,008 Closed
SM
325
Sciencast Management
New Jersey
-$1.54M -111,989 Closed

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.