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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
BIA
326
Bell Investment Advisors
California
$1.98K +$676 +35 +51%
PPC
327
Park Place Capital
Alabama
$1.96K
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K
BT
329
Banque Transatlantique
France
$1.62K +$1.64K +85 New
SWM
330
SHP Wealth Management
Massachusetts
$1.58K +$1.6K +83 New
TWD
331
True Wealth Design
Ohio
$1.33K
RFP
332
Root Financial Partners
California
$1.33K +$1.02K +53 +312%
KFAS
333
Keating Financial Advisory Services
Kansas
$1.26K +$1.24K +64 +3,200%
KG
334
Kilter Group
New York
$1.24K
UB
335
UMB Bank
Missouri
$1.1K +$638 +33 +132%
CFM
336
Cornerstone Financial Management
Massachusetts
$1.07K
ZBNA
337
Zions Bancorporation, National Association
Utah
$1.07K +$1.08K +56 New
CH
338
Cromwell Holdings
Wyoming
$1.01K
WA
339
Whipplewood Advisors
Colorado
$895 +$908 +47 New
AFC
340
Ares Financial Consulting
California
$786
HNB
341
Huntington National Bank
Ohio
$666
BGAI
342
Bruce G. Allen Investments
Colorado
$628
SC
343
SouthState Corp
Florida
$572
CPG
344
Cornerstone Planning Group
New Jersey
$567 +$580 +30 New
CA
345
Clearstead Advisors
Ohio
$515 -$1.06K -55 -67%
OA
346
Operose Advisors
Wisconsin
$476 +$483 +25 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$438
Walleye Capital
348
Walleye Capital
New York
$190 -$317K -16,422 -100%
HFS
349
Hughes Financial Services
Virginia
$133 +$135 +7 New
SIC
350
SJS Investment Consulting
Ohio
$96 +$97 +5 New