353 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, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$18.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BT
326
Banque Transatlantique
France
$1.62K
SWM
327
SHP Wealth Management
Massachusetts
$1.58K
TWD
328
True Wealth Design
Ohio
$1.33K
RFP
329
Root Financial Partners
California
$1.33K
KFAS
330
Keating Financial Advisory Services
Kansas
$1.26K
KG
331
Kilter Group
New York
$1.24K
UB
332
UMB Bank
Missouri
$1.1K
CFM
333
Cornerstone Financial Management
Massachusetts
$1.07K
ZBNA
334
Zions Bancorporation, National Association
Utah
$1.07K
CH
335
Cromwell Holdings
Wyoming
$1.01K
WA
336
Whipplewood Advisors
Colorado
$895
AFC
337
Ares Financial Consulting
California
$786
HNB
338
Huntington National Bank
Ohio
$666
BGAI
339
Bruce G. Allen Investments
Colorado
$628
SC
340
SouthState Corp
Florida
$572
CPG
341
Cornerstone Planning Group
New Jersey
$567
CA
342
Clearstead Advisors
Ohio
$515
OA
343
Operose Advisors
Wisconsin
$476
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$438
Walleye Capital
345
Walleye Capital
New York
$190
HFS
346
Hughes Financial Services
Virginia
$133
SIC
347
SJS Investment Consulting
Ohio
$96
JWA
348
JFS Wealth Advisors
Pennsylvania
$58
KB
349
Kimelman & Baird
New York
$58
HCM
350
Hollencrest Capital Management
California
$57