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296 hedge funds and large institutions have $4.68B invested in XP in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $4.15B → $4.68B (+$536M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% more funds holding

Funds holding: 294296 (+2)

2.1% less ownership

Funds ownership: 80%77.9% (-2.1%)

51% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $72.1M

Holders
296
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
129
Reduced
80
Closed
54
Calls
$35.5M
Puts
$72.1M
Net Calls
-$36.6M
Net Calls Change
-$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$585M -$8.47M -615,400 -1%
BlackRock
2
BlackRock
New York
$565M -$56.6M -4,113,794 -9%
Capital World Investors
3
Capital World Investors
California
$546M +$143M +10,421,768 +36%
GA
4
General Atlantic
New York
$407M
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$338M -$166M -12,090,798 -33%
State Street
6
State Street
Massachusetts
$132M -$586K -42,549 -0.4%
SI
7
Squadra Investments
Brazil
$127M +$22.5M +1,634,246 +21%
ACGDR
8
Atmos Capital Gestao de Recursos
Brazil
$123M +$20.7M +1,505,922 +20%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$110M -$17.1M -1,238,786 -13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$82.4M +$31.2M +2,267,673 +61%
Vanguard Group
11
Vanguard Group
Pennsylvania
$72.4M -$60.4M -4,390,330 -45%
Norges Bank
12
Norges Bank
Norway
$68.1M -$553K -40,131 -0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.6M +$1.12M +81,072 +2%
Morgan Stanley
14
Morgan Stanley
New York
$60.7M -$21.8M -1,581,192 -26%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$60.6M -$16.8M -1,223,585 -22%
SCP
16
Seafarer Capital Partners
California
$60M
Fisher Asset Management
17
Fisher Asset Management
Washington
$57.3M -$3.27M -237,628 -5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$44M -$66.5M -4,830,757 -60%
Franklin Resources
19
Franklin Resources
California
$43.2M +$43.8K +3,179 +0.1%
Jennison Associates
20
Jennison Associates
New York
$39.5M +$39.5M +2,871,449 New
Legal & General Group
21
Legal & General Group
United Kingdom
$37.6M +$1.05M +76,567 +3%
Northern Trust
22
Northern Trust
Illinois
$36.5M +$2.78M +202,190 +8%
UBS AM
23
UBS AM
Illinois
$36.2M +$3.26M +236,474 +10%
Bank of America
24
Bank of America
North Carolina
$35.8M +$6.44M +467,877 +22%
SGDR
25
SPX Gestao de Recursos
Brazil
$34.3M +$34.4M +2,497,615 New

XP Hedge Fund Activity: Q1 2025 in Review

296 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2025, worth a combined $4.68B — up 13% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new XP positions and 54 closed out — a net gain of 3 holders — while 129 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $143M. The largest seller was Mawer Investment Management, cutting an estimated $166M.

  • 296 institutional investors held XP (XP) as of Q1 2025, up from 294 in Q4 2024.
  • Funds reported $4.68B of XP stock for Q1 2025, up 13% quarter-over-quarter.
  • 57 funds opened new XP positions in Q1 2025 and 54 closed out, a net change of +3 holders.
  • The largest XP buyer in Q1 2025 was Capital World Investors, an estimated $143M added.
  • The largest XP seller in Q1 2025 was Mawer Investment Management, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2025.