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292 hedge funds and large institutions have $6.21B invested in XP in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

45% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $35.5M

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

13% more capital invested

Capital invested by funds: $5.47B → $6.21B (+$733M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 265292 (+27)

8.02% more ownership

Funds ownership: 71.19%79.21% (+8%)

Holders
292
Holders Change
+27
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
78
Increased
101
Reduced
83
Closed
50
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
176
Raymond James & Associates
Florida
$427K +$43K +2,360 +11%
KPWS
177
Kestra Private Wealth Services
Texas
$425K +$53.4K +2,930 +14%
MSRPS
178
Maryland State Retirement & Pension System
Maryland
$418K -$154K -8,466 -27%
AB
179
Amalgamated Bank
New York
$399K -$914K -50,112 -69%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$396K +$403K +22,100 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$396K -$25.8K -1,415 -6%
URS
182
Utah Retirement Systems
Utah
$393K
TCM
183
Tandem Capital Management
New Jersey
$376K -$49.2K -2,700 -11%
Wells Fargo
184
Wells Fargo
California
$365K -$160K -8,775 -30%
DS
185
DRW Securities
Illinois
$359K +$365K +20,031 New
X
186
Xponance
Pennsylvania
$358K +$14.9K +818 +4%
QT
187
Quantbot Technologies
New York
$353K -$311K -17,056 -46%
PAG
188
Private Advisor Group
New Jersey
$352K +$5.03K +276 +1%
KAS
189
Kestra Advisory Services
Texas
$348K -$28.9K -1,585 -8%
MCC
190
Malaga Cove Capital
California
$333K +$338K +18,557 New
SMDAM
191
Sumitomo Mitsui DS Asset Management
Japan
$327K +$332K +18,222 New
YCM
192
Yousif Capital Management
Michigan
$323K +$128K +6,996 +64%
PP
193
Prudential plc
United Kingdom
$321K +$327K +17,911 New
BFM
194
Boothbay Fund Management
New York
$318K -$89.9K -4,929 -22%
AC
195
AXQ Capital
New Jersey
$318K +$323K +17,731 New
MML Investors Services
196
MML Investors Services
Massachusetts
$318K +$6.6K +362 +2%
FAIM
197
Financial Advocates Investment Management
Washington
$311K +$18.8K +1,032 +6%
HIS
198
Harvest Investment Services
Illinois
$297K -$11.6K -634 -4%
SSA
199
Schonfeld Strategic Advisors
New York
$297K -$5.56M -305,170 -95%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$294K +$50.9K +2,792 +21%

XP Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2024, worth a combined $6.21B — up 13% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 50 closed out — a net gain of 28 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $466M. The largest seller was Harding Loevner, cutting an estimated $255M.

  • 292 institutional investors held XP (XP) as of Q3 2024, up from 265 in Q2 2024.
  • Funds reported $6.21B of XP stock for Q3 2024, up 13% quarter-over-quarter.
  • 78 funds opened new XP positions in Q3 2024 and 50 closed out, a net change of +28 holders.
  • The largest XP buyer in Q3 2024 was BlackRock, an estimated $466M added.
  • The largest XP seller in Q3 2024 was Harding Loevner, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2024.