295 hedge funds and large institutions have $8.13B invested in XP in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
43
Increased
107
Reduced
108
Closed
47
Calls
$225M
Puts
$320M
Net Calls
-$94.9M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
151
McKinley Capital Management
Alaska
$826K +$14.5K +566 +2%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$791K -$266K -10,376 -25%
Jacobs Levy Equity Management
153
Jacobs Levy Equity Management
New Jersey
$788K +$788K +30,707 New
JF
154
Jump Financial
Illinois
$775K -$746K -29,090 -49%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$768K +$208K +8,122 +37%
Wells Fargo
156
Wells Fargo
California
$733K -$605K -23,595 -45%
KeyBank National Association
157
KeyBank National Association
Ohio
$721K -$9.34K -364 -1%
PD
158
Point72 (DIFC)
United Arab Emirates
$719K +$719K +28,001 New
Principal Financial Group
159
Principal Financial Group
Iowa
$715K +$150K +5,837 +27%
TFA
160
Toth Financial Advisory
Virginia
$691K +$691K +26,947 New
LWAM
161
Legacy Wealth Asset Management
Minnesota
$670K -$57.2K -2,231 -8%
LCM
162
Landscape Capital Management
New Jersey
$656K +$656K +25,558 New
Barclays
163
Barclays
United Kingdom
$646K -$1.32M -51,360 -67%
TCM
164
Tandem Capital Management
New Jersey
$623K -$20K -780 -3%
RJA
165
Raymond James & Associates
Florida
$605K +$145K +5,655 +32%
VF
166
Virtu Financial
New York
$584K +$584K +22,756 New
HSBC Holdings
167
HSBC Holdings
United Kingdom
$576K -$2.07M -80,579 -78%
AI
168
AXS Investments
New York
$565K -$205K -8,000 -27%
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$564K
PAS
170
Park Avenue Securities
New York
$561K +$43.1K +1,677 +8%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$556K
MAM
172
Morse Asset Management
Connecticut
$533K +$179K +6,975 +51%
KAS
173
Kestra Advisory Services
Texas
$528K +$132K +5,153 +33%
CAM
174
Cresset Asset Management
Illinois
$508K +$88.5K +3,450 +21%
PAG
175
Private Advisor Group
New Jersey
$506K +$13.5K +525 +3%