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XP
342 hedge funds and large institutions have $5.72B invested in XP in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 130 increasing their positions, 112 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
228% more call options, than puts
Call options by funds: $206M | Put options by funds: $62.7M
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
16% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 112
4% more funds holding
Funds holding: 328 → 342 (+14)
1.42% more ownership
Funds ownership: 78.9% → 80.32% (+1.4%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
11% less capital invested
Capital invested by funds: $6.45B → $5.72B (-$727M)
Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.13%
New
63
Increased
130
Reduced
112
Closed
46
Calls
$206M
Puts
$62.7M
Net Calls
+$143M
Net Calls Change
+$144M
Top Buyers
| 1 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$190M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$42.1M |
| 3 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$38.6M |
| 4 |
BlackRock
New York
|
+$32.7M |
| 5 |
Millennium Management
New York
|
+$26.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Cerity Partners
New York
| – | -$253K | -13,482 | Closed |
|
|
FCM
377
Fieldview Capital Management
Niles,
Michigan
| – | -$222K | -11,840 | Closed |
|
|
SGI
378
Summit Global Investments
Bountiful,
Utah
| – | -$218K | -11,624 | Closed |
|
|
IFG
379
Independent Financial Group
San Diego,
California
| – | -$213K | -11,332 | Closed |
|
|
SOW
380
State of Wyoming
Cheyenne,
Wyoming
| – | -$209K | -11,124 | Closed |
|
|
BAM
381
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$200K | -10,638 | Closed |
|
382
Mercer Global Advisors
Denver,
Colorado
| – | -$189K | -10,046 | Closed |
|
|
LSA
383
Leonteq Securities AG
Zurich,
Switzerland
| – | -$15.9K | -844 | Closed |
|
|
NA
384
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.52K | -134 | Closed |
|
|
HHGA
385
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$2.18K | -116 | Closed |
|
|
ASN
386
Advisory Services Network
Atlanta,
Georgia
| – | -$169 | -9 | Closed |
|
|
TIM
387
Tortoise Investment Management
White Plains,
New York
| – | -$38 | -2 | Closed |
|
|
WWA
388
Wealth Watch Advisors
Englewood,
Colorado
| – | -$19 | -1 | Closed |
|