317 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less call options, than puts

Call options by funds: $111M | Put options by funds: $112M

7% less capital invested

Capital invested by funds: $6.95B → $6.44B (-$511M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$112M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$2.71M
Korea Investment Corp
127
Korea Investment Corp
South Korea
$2.63M
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$2.62M
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$2.38M
QCM
130
Quantinno Capital Management
New York
$2.26M
OFA
131
Oaktree Fund Advisors
California
$2.2M
KK
132
KLP Kapitalforvaltning
Norway
$2.11M
DB
133
Danske Bank
Denmark
$1.94M
HSBC Holdings
134
HSBC Holdings
United Kingdom
$1.88M
National Pension Service
135
National Pension Service
South Korea
$1.83M
NICM
136
Neo Ivy Capital Management
New York
$1.8M
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$1.71M
Allianz Asset Management
138
Allianz Asset Management
Germany
$1.68M
RAM
139
Resona Asset Management
Japan
$1.68M
SG Americas Securities
140
SG Americas Securities
New York
$1.65M
Charles Schwab
141
Charles Schwab
California
$1.63M
Osaic Holdings
142
Osaic Holdings
Arizona
$1.57M
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M
Creative Planning
144
Creative Planning
Kansas
$1.46M
Prudential Financial
145
Prudential Financial
New Jersey
$1.46M
LF
146
Lansforsakringar Fondforvaltning
Sweden
$1.28M
MFGM
147
Marshall Financial Group (Maryland)
Maryland
$1.24M
MAM
148
Martingale Asset Management
Massachusetts
$1.21M
Macquarie Group
149
Macquarie Group
Australia
$1.18M
IMC Chicago
150
IMC Chicago
Illinois
$1.17M