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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
BlackRock
1
BlackRock
New York
$780M +$466M +25,564,368 +143%
Dodge & Cox
2
Dodge & Cox
California
$625M +$9.28M +508,900 +1%
Capital World Investors
3
Capital World Investors
California
$549M +$33.9M +1,859,389 +6%
GA
4
General Atlantic
New York
$531M
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$471M +$122M +6,712,366 +34%
SI
6
Squadra Investments
Brazil
$217M -$4.02M -220,529 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$190M -$107M -5,870,540 -36%
Fidelity International
8
Fidelity International
Bermuda
$177M +$180M +9,889,772 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$163M +$44.2M +2,425,389 +36%
State Street
10
State Street
Massachusetts
$157M +$82.7M +4,533,899 +107%
Sands Capital Management
11
Sands Capital Management
Virginia
$156M -$4.55M -249,510 -3%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$149M +$2.47M +135,400 +2%
ACGDR
13
Atmos Capital Gestao de Recursos
Brazil
$127M +$49.8M +2,731,261 +63%
Bank of America
14
Bank of America
North Carolina
$91.7M +$57.1M +3,133,976 +159%
Norges Bank
15
Norges Bank
Norway
$87.9M +$10.5M +578,220 +13%
Marshall Wace
16
Marshall Wace
United Kingdom
$81M +$13.4M +737,104 +20%
Fisher Asset Management
17
Fisher Asset Management
Washington
$80M +$31.9M +1,750,256 +65%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$78.6M +$36.4M +1,999,332 +83%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$78.3M +$4.39M +240,904 +6%
Morgan Stanley
20
Morgan Stanley
New York
$77.7M +$23.9M +1,310,426 +43%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$77.7M -$1.11M -61,128 -1%
SCP
22
Seafarer Capital Partners
California
$64.7M +$2.73M +150,000 +4%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$57.3M +$2.21M +121,267 +4%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$46.9M -$41.7K -2,290 -0.1%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$45.5M -$515K -28,235 -1%

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.