We are live on ! Find out more

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
OTL
326
Oak Thistle LLC
New York
-$1.27M -92,644 Closed
PD
327
Point72 (DIFC)
United Arab Emirates
-$1.01M -73,768 Closed
FRM
328
Fox Run Management
Connecticut
-$972K -70,707 Closed
XT
329
XTX Topco
Cayman Islands
-$794K -57,711 Closed
BCM
330
Bayesian Capital Management
New York
-$463K -33,700 Closed
Susquehanna International Group
331
Susquehanna International Group
Pennsylvania
-$501K -29,013 Closed
BFM
332
Boothbay Fund Management
New York
-$321K -23,331 Closed
GC
333
Guggenheim Capital
Illinois
-$260K -18,876 Closed
SWP
334
Stratos Wealth Partners
Ohio
-$258K -18,769 Closed
KPWS
335
Kestra Private Wealth Services
Texas
-$205K -14,909 Closed
JG
336
Jain Global
New York
-$195K -14,178 Closed
APF
337
Alaska Permanent Fund
Alaska
-$218K -13,530 Closed
DWM
338
Dakota Wealth Management
Florida
-$174K -12,630 Closed
PCM
339
Prelude Capital Management
New York
-$170K -12,399 Closed
IIM
340
INTECH Investment Management
Florida
-$170K -12,365 Closed
SCA
341
Snowden Capital Advisors
New York
-$170K -12,340 Closed
GS
342
GTS Securities
New York
-$153K -11,099 Closed
AWS
343
Atria Wealth Solutions
New York
-$138K -10,000 Closed
SSG
344
Summit Securities Group
New York
-$123K -8,945 Closed
CF
345
Corebridge Financial
Texas
-$102K -7,386 Closed
QCG
346
Quadrant Capital Group
Ohio
-$84.2K -6,120 Closed
AS
347
Altshuler Shaham
Israel
-$19.7K -1,431 Closed
CCM
348
Coldstream Capital Management
Washington
-$13.3K -966 Closed
SW
349
SVB Wealth
Massachusetts
-$8.41K -612 Closed
HCP
350
Hexagon Capital Partners
Arkansas
-$4.36K -317 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.