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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.7B invested in XPO in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 172 increasing their positions, 196 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.22%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
80
Increased
172
Reduced
196
Closed
57
Calls
$104M
Puts
$50.8M
Net Calls
+$53.3M
Net Calls Change
+$30.8M

Top Buyers

1
Invesco
Invesco
Georgia
$661M
2
DCP
Durable Capital Partners
Maryland
$454M
3
CB
Cooke & Bieler
Pennsylvania
$108M
4
OAG
Orbis Allan Gray
Bermuda
$398M
5
Capital World Investors
Capital World Investors
California
$1.28B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$32.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
AllianceBernstein
AllianceBernstein
Tennessee
$25.1M
4
American Century Companies
American Century Companies
Missouri
$3.96M
5
BlackRock
BlackRock
New York
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
351
Embree Financial Group
Illinois
$328K – – –
PA
352
Profund Advisors
Maryland
$322K -$19.2K -152 -6%
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$320K +$2.91K +23 +0.9%
Group One Trading
354
Group One Trading
Illinois
$318K +$206K +1,633 +185%
EFS
355
Essex Financial Services
Connecticut
$311K +$23.6K +187 +8%
JF
356
Jump Financial
Illinois
$307K +$307K +2,431 New
CCM
357
Coldstream Capital Management
Washington
$302K +$28.5K +226 +10%
AWM
358
AE Wealth Management
Kansas
$302K -$24.4K -193 -7%
BCI
359
Brinker Capital Investments
Pennsylvania
$299K -$8.46K -67 -3%
HWM
360
HB Wealth Management
Georgia
$298K +$59.2K +469 +25%
SFS
361
Sowell Financial Services
Arkansas
$297K +$7.96K +63 +3%
TSMHT
362
Thurston Springer Miller Herd & Titak
Indiana
$296K +$57.6K +456 +24%
PAG
363
Private Advisor Group
New Jersey
$294K -$13.8K -109 -4%
CWM
364
Challenger Wealth Management
California
$294K +$758 +6 +0.3%
NWAG
365
Net Worth Advisory Group
Utah
$287K +$14.1K +112 +5%
VT
366
Vise Technologies
New York
$281K +$281K +2,225 New
ASG
367
Ariston Services Group
California
$278K – – –
MML Investors Services
368
MML Investors Services
Massachusetts
$277K +$18.4K +146 +7%
PAS
369
Park Avenue Securities
New York
$275K -$32.1K -254 -10%
SCP
370
Sender Company & Partners
New York
$273K +$273K +2,165 New
FFM
371
Forum Financial Management
Illinois
$271K +$253 +2 +0.1%
SI
372
Stephens Inc
Arkansas
$266K -$6.69K -53 -2%
PCA
373
Pallas Capital Advisors
Massachusetts
$265K -$103K -819 -28%
SCA
374
Snowden Capital Advisors
New York
$264K -$187K -1,481 -41%
RWM
375
Ritholtz Wealth Management
New York
$260K +$260K +2,061 New
13 14
15
16 17