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 %
Credit Agricole
176
Credit Agricole
France
$482K +$258K +12,257 +115%
AB
177
Amalgamated Bank
New York
$474K -$1.38M -53,589 -74%
AIM
178
Aigen Investment Management
New York
$463K +$463K +18,032 New
URS
179
Utah Retirement Systems
Utah
$457K -$2.57K -100 -0.6%
HIS
180
Harvest Investment Services
Illinois
$457K +$457K +17,795 New
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$456K -$91.7K -3,573 -17%
EI
182
Ethic Inc
New York
$456K +$104K +4,035 +29%
CIS
183
Custom Index Systems
New York
$448K -$39.9K -1,555 -8%
P
184
Pitcairn
Pennsylvania
$445K +$8.6K +335 +2%
Prudential Financial
185
Prudential Financial
New Jersey
$425K -$33.6K -1,311 -7%
MML Investors Services
186
MML Investors Services
Massachusetts
$418K -$30.9K -1,203 -7%
Creative Planning
187
Creative Planning
Kansas
$403K +$91.4K +3,562 +29%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$391K +$99.3K +3,869 +34%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$390K +$390K +15,214 New
AQR Capital Management
190
AQR Capital Management
Connecticut
$390K +$189K +7,351 +94%
KPWS
191
Kestra Private Wealth Services
Texas
$389K +$64.9K +2,528 +20%
CS
192
Credit Suisse
Switzerland
$389K -$3.39M -132,204 -90%
X
193
Xponance
Pennsylvania
$375K +$2.72K +106 +0.7%
O
194
Ossiam
France
$369K -$175K -6,838 -32%
GCM
195
Graham Capital Management
Connecticut
$369K +$369K +14,366 New
AC
196
AXQ Capital
New Jersey
$357K +$59K +2,300 +20%
OWA
197
Outlook Wealth Advisors
Texas
$355K +$61.4K +2,393 +21%
Cerity Partners
198
Cerity Partners
New York
$347K +$347K +13,505 New
SF
199
Synovus Financial
Georgia
$339K -$15K -583 -4%
SWP
200
Stratos Wealth Partners
Ohio
$335K +$71.7K +2,794 +27%