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XP
XP

Overview Fund Activity

306 hedge funds and large institutions have $6.95B invested in XP in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
61
Increased
123
Reduced
95
Closed
43
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$24.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$175M
2
OAG
2
Orbis Allan Gray
Bermuda
$162M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$142M
4
BlackRock
4
BlackRock
New York
$946M
5
Morgan Stanley
5
Morgan Stanley
New York
$180M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Dodge & Cox
2
Dodge & Cox
California
$693M
3
GA
3
General Atlantic
New York
$515M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$659K +$250K +12,356 +61%
X
177
Xponance
Pennsylvania
$657K +$180K +8,918 +38%
CCIA
178
Campbell & Co Investment Adviser
Maryland
$647K +$294K +14,545 +83%
DnB Asset Management
179
DnB Asset Management
Norway
$643K – – –
QIM
180
Quantitative Investment Management
Virginia
$642K +$642K +31,787 New
LWAM
181
Legacy Wealth Asset Management
Minnesota
$642K +$1.31K +65 +0.2%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$640K -$277K -13,711 -30%
GCP
183
GSA Capital Partners
United Kingdom
$616K +$616K +30,472 New
US Bancorp
184
US Bancorp
Minnesota
$612K +$364K +18,028 +147%
VSI
185
Verde Servicos Internacionais
Brazil
$612K -$196K -9,700 -24%
Macquarie Group
186
Macquarie Group
Australia
$610K – – –
DAS
187
Diversify Advisory Services
Utah
$603K +$603K +34,606 New
EI
188
Ethic Inc
New York
$602K -$451K -22,894 -43%
LPL Financial
189
LPL Financial
California
$592K +$34.3K +1,696 +6%
NRD
190
Nebula Research & Development
New York
$586K +$586K +29,019 New
DS
191
DRW Securities
Illinois
$563K +$116K +5,719 +26%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$525K -$135K -6,796 -20%
ET
193
Entropy Technologies
New York
$520K +$226K +11,182 +77%
SGA
194
Strategic Global Advisors
California
$507K +$507K +25,098 New
SCM
195
Sterling Capital Management
North Carolina
$504K +$86.2K +4,268 +21%
TCM
196
Teza Capital Management
Illinois
$484K -$604K -29,883 -55%
Aberdeen Group
197
Aberdeen Group
United Kingdom
$482K +$181K +9,037 +60%
OWA
198
Outlook Wealth Advisors
Texas
$479K -$11.9K -590 -2%
FAIM
199
Financial Advocates Investment Management
Washington
$466K -$114K -5,645 -20%
FCM
200
Fieldview Capital Management
Michigan
$446K +$446K +22,082 New
6 7
8
9 10