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XP
XP

Overview Fund Activity

291 hedge funds and large institutions have $4.61B invested in XP in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
–
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
57
Increased
126
Reduced
78
Closed
55
Calls
$35.5M
Puts
$66.2M
Net Calls
-$30.7M
Net Calls Change
-$42M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$546M
2
Jennison Associates
Jennison Associates
New York
$39.5M
3
SGDR
SPX Gestao de Recursos
Brazil
$34.3M
4
SG Americas Securities
SG Americas Securities
New York
$32.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$82.4M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$338M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$44M
3
Vanguard Group
Vanguard Group
Pennsylvania
$72.4M
4
Sands Capital Management
Sands Capital Management
Virginia
$0
5
BlackRock
BlackRock
New York
$565M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
326
Fieldview Capital Management
Michigan
– -$134K -11,296 Closed
PTC
327
Petrus Trust Company
Texas
– -$134K -11,277 Closed
MML Investors Services
328
MML Investors Services
Massachusetts
– -$122K -10,255 Closed
Simplex Trading
329
Simplex Trading
Illinois
– -$110K -9,312 Closed
Twin Tree Management
330
Twin Tree Management
Texas
– -$69.5K -5,861 Closed
VWM
331
Venturi Wealth Management
Texas
– -$40.6K -3,424 Closed
FIA
332
FNY Investment Advisers
New York
– -$40K -3,400 Closed
PB
333
Pinnacle Bancorp
Nebraska
– -$7.02K -592 Closed
MCM
334
MAI Capital Management
Ohio
– -$2.49K -210 Closed
Group One Trading
335
Group One Trading
Illinois
– -$2.18K -184 Closed
RTL
336
Red Tortoise LLC
Georgia
– -$1.8K -152 Closed
AssetMark Inc
337
AssetMark Inc
California
– -$1.7K -143 Closed
KIM
338
Kestra Investment Management
Texas
– -$1.46K -123 Closed
PFBT
339
Parkside Financial Bank & Trust
Missouri
– -$1.02K -86 Closed
RTC
340
Riverview Trust Company
Washington
– -$486 -41 Closed
Kayne Anderson Rudnick Investment Management
341
Kayne Anderson Rudnick Investment Management
California
– -$452 -38 Closed
CAM
342
Creekmur Asset Management
Illinois
– -$201 -17 Closed
NMG
343
New Millennium Group
Utah
– -$178 -15 Closed
Jones Financial Companies
344
Jones Financial Companies
Missouri
– -$130 -11 Closed
MG
345
Mather Group
Illinois
– -$119 -10 Closed
AWM
346
Avior Wealth Management
Nebraska
– -$106 -9 Closed
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