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313 hedge funds and large institutions have $6.96B invested in XP in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $4.68B → $6.96B (+$2.27B)

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

32% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 96

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more funds holding

Funds holding: 296313 (+17)

1.29% more ownership

Funds ownership: 77.9%79.19% (+1.3%)

6% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $96.3M

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
62
Increased
127
Reduced
96
Closed
42
Calls
$90.5M
Puts
$96.3M
Net Calls
-$5.77M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
201
Aberdeen Group
United Kingdom
$482K +$156K +9,037 +60%
OWA
202
Outlook Wealth Advisors
Texas
$479K -$10.2K -590 -2%
FAIM
203
Financial Advocates Investment Management
Washington
$466K -$97.5K -5,645 -20%
FCM
204
Fieldview Capital Management
Michigan
$446K +$382K +22,082 New
LIP
205
Liontrust Investment Partners
United Kingdom
$444K +$380K +22,000 New
AB
206
Amalgamated Bank
New York
$443K -$2.3K -133 -0.6%
URS
207
Utah Retirement Systems
Utah
$433K -$8.22K -476 -2%
MAM
208
Martingale Asset Management
Massachusetts
$432K +$370K +21,395 New
LSV Asset Management
209
LSV Asset Management
Illinois
$416K
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$410K
SPS
211
Susquehanna Portfolio Strategies
Pennsylvania
$386K +$330K +19,100 New
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$385K
QC
213
Quadrature Capital
United Kingdom
$381K -$4.68M -271,121 -94%
IMC Chicago
214
IMC Chicago
Illinois
$379K +$325K +18,787 New
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$367K +$933 +54 +0.3%
Principal Financial Group
216
Principal Financial Group
Iowa
$356K -$66.5K -3,846 -18%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$350K -$190K -10,995 -39%
Wells Fargo
218
Wells Fargo
California
$343K +$82.1K +4,753 +39%
Wolverine Trading
219
Wolverine Trading
Illinois
$325K -$54.8K -3,169 -16%
TCM
220
Tandem Capital Management
New Jersey
$324K -$2.77K -160 -1%
PHK
221
Point72 Hong Kong
Hong Kong
$322K +$132K +7,662 +92%
HT
222
HAP Trading
New York
$319K +$272K +15,770 New
HCA
223
Hyperion Capital Advisors
New York
$303K
1C
224
111 Capital
France
$303K -$491K -28,416 -65%
FRA
225
Frank Rimerman Advisors
California
$295K +$252K +14,606 New

XP Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2025, worth a combined $6.96B — up 49% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XP positions and 42 closed out — a net gain of 20 holders — while 127 added to existing stakes and 96 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $150M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $338M sold.

  • 313 institutional investors held XP (XP) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $6.96B of XP stock for Q2 2025, up 49% quarter-over-quarter.
  • 62 funds opened new XP positions in Q2 2025 and 42 closed out, a net change of +20 holders.
  • The largest XP buyer in Q2 2025 was Massachusetts Financial Services, an estimated $150M added.
  • The largest XP seller in Q2 2025 was Mawer Investment Management, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2025.