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 %
GC
201
Guggenheim Capital
Illinois
$331K +$331K +12,881 New
YMRC
202
Yorktown Management & Research Company
Virginia
$328K
BBA
203
Baader Bank Aktiengesellschaft
Germany
$321K
OFS
204
OneAscent Financial Services
Alabama
$309K -$36.2K -1,413 -10%
GCP
205
GSA Capital Partners
United Kingdom
$302K -$872K -33,932 -74%
YCM
206
Yousif Capital Management
Michigan
$281K +$8.67K +338 +3%
RFC
207
Regions Financial Corp
Alabama
$281K +$22.1K +862 +9%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$277K +$277K +10,800 New
OWM
209
OneAscent Wealth Management
Alabama
$273K -$17.6K -688 -6%
MGWM
210
Marks Group Wealth Management
Minnesota
$269K -$15.1K -589 -5%
FAIM
211
Financial Advocates Investment Management
Washington
$263K -$128 -5 -0%
HCA
212
Harbour Capital Advisors
Virginia
$262K -$6.28K -250 -2%
N
213
Numerai
California
$258K -$2.51M -97,914 -91%
IWM
214
IHT Wealth Management
Illinois
$258K +$258K +10,057 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$254K +$35.4K +1,378 +16%
LAM
216
L2 Asset Management
Massachusetts
$247K +$247K +9,628 New
PAM
217
Panagora Asset Management
Massachusetts
$247K -$52.9K -2,060 -18%
CG
218
Caprock Group
Idaho
$247K +$25.9K +1,009 +12%
DWM
219
Dynasty Wealth Management
Florida
$244K +$244K +9,507 New
VPIM
220
Vanguard Personalized Indexing Management
California
$240K -$17.5K -682 -7%
OWA
221
One Wealth Advisors
California
$234K +$234K +9,107 New
BCI
222
Brinker Capital Investments
Pennsylvania
$226K +$3.11K +121 +1%
OPS
223
Orion Portfolio Solutions
Nebraska
$226K +$3.11K +121 +1%
PTC
224
Petrus Trust Company
Texas
$212K +$212K +8,247 New
LPL Financial
225
LPL Financial
California
$204K -$11.6K -454 -5%