We are live on ! Find out more

313 hedge funds and large institutions have $6.96B invested in XP in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $4.68B → $6.96B (+$2.27B)

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

32% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 96

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more funds holding

Funds holding: 296313 (+17)

1.29% more ownership

Funds ownership: 77.9%79.19% (+1.3%)

6% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $96.3M

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
62
Increased
127
Reduced
96
Closed
42
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
151
Quantinno Capital Management
New York
$1.33M +$282K +16,328 +33%
Creative Planning
152
Creative Planning
Kansas
$1.3M +$180K +10,406 +19%
P
153
&Partners
Tennessee
$1.29M +$421K +24,362 +61%
Walleye Trading
154
Walleye Trading
New York
$1.25M +$1.07M +61,901 New
MFGM
155
Marshall Financial Group (Maryland)
Maryland
$1.24M -$342K -19,814 -24%
SA
156
Sanctuary Advisors
Indiana
$1.24M +$1.06M +61,349 New
CCG
157
Cloverfields Capital Group
Minnesota
$1.2M +$86.4K +5,000 +9%
Asset Management One
158
Asset Management One
Japan
$1.19M +$19.7K +1,142 +2%
Skandinaviska Enskilda Banken (SEB)
159
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.14M
Nomura Asset Management
160
Nomura Asset Management
Japan
$1.13M +$195K +11,300 +25%
California State Teachers Retirement System (CalSTRS)
161
California State Teachers Retirement System (CalSTRS)
California
$1.08M -$481K -27,813 -34%
NG
162
Novem Group
New York
$1.07M -$275K -15,902 -23%
Simplex Trading
163
Simplex Trading
Illinois
$1.04M +$893K +51,680 New
ERSOT
164
Employees Retirement System of Texas
Texas
$1M +$858K +49,636 New
PP
165
Prudential plc
United Kingdom
$927K +$113K +6,555 +17%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$893K +$43.7K +2,531 +6%
HighTower Advisors
167
HighTower Advisors
Illinois
$892K +$763K +44,166 New
JF
168
Jump Financial
Illinois
$857K +$733K +42,439 New
Prudential Financial
169
Prudential Financial
New Jersey
$850K -$3.36M -194,205 -80%
IC
170
IEQ Capital
California
$848K +$277K +16,048 +62%
Raymond James Financial
171
Raymond James Financial
Florida
$794K -$705K -40,792 -51%
VRS
172
Virginia Retirement Systems
Virginia
$788K +$221K +12,800 +49%
VM
173
VPR Management
Texas
$749K
Mariner
174
Mariner
Kansas
$748K +$223K +12,881 +53%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$739K +$1.47K +85 +0.2%

XP Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2025, worth a combined $6.96B — up 49% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XP positions and 42 closed out — a net gain of 20 holders — while 127 added to existing stakes and 96 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $150M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $338M sold.

  • 313 institutional investors held XP (XP) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $6.96B of XP stock for Q2 2025, up 49% quarter-over-quarter.
  • 62 funds opened new XP positions in Q2 2025 and 42 closed out, a net change of +20 holders.
  • The largest XP buyer in Q2 2025 was Massachusetts Financial Services, an estimated $150M added.
  • The largest XP seller in Q2 2025 was Mawer Investment Management, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2025.