317 hedge funds and large institutions have $6.44B invested in XP in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less call options, than puts

Call options by funds: $111M | Put options by funds: $112M

7% less capital invested

Capital invested by funds: $6.95B → $6.44B (-$511M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$112M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Sterling Capital Management
North Carolina
$430K
STA
202
Summit Trail Advisors
New York
$419K
II
203
IFM Investors
Australia
$417K
URS
204
Utah Retirement Systems
Utah
$403K
Victory Capital Management
205
Victory Capital Management
Texas
$400K
AB
206
Amalgamated Bank
New York
$398K
DW30
207
Drucker Wealth 3.0
New Jersey
$392K
DIG
208
Dauntless Investment Group
New Hampshire
$377K
Wells Fargo
209
Wells Fargo
California
$377K
DS
210
DRW Securities
Illinois
$374K
Ensign Peak Advisors
211
Ensign Peak Advisors
Utah
$371K
OWA
212
Outlook Wealth Advisors
Texas
$360K
MSRPS
213
Maryland State Retirement & Pension System
Maryland
$358K
DAS
214
Diversify Advisory Services
Utah
$357K
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$354K
OWM
216
OneAscent Wealth Management
Alabama
$351K
GCM
217
Graham Capital Management
Connecticut
$348K
OFS
218
OneAscent Financial Services
Alabama
$347K
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$341K
GIBU
220
Gulf International Bank (UK)
United Kingdom
$326K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$312K
IIM
222
INTECH Investment Management
Florida
$310K
DT
223
Diversified Trust
Tennessee
$308K
TCM
224
Tandem Capital Management
New Jersey
$302K
BCI
225
Brinker Capital Investments
Pennsylvania
$301K