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XPO
XPO

Overview Fund Activity

520 hedge funds and large institutions have $13.2B invested in XPO in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-18
Holders Change %
-3.35%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
69
Increased
185
Reduced
171
Closed
77
Calls
$96.9M
Puts
$74.4M
Net Calls
+$22.5M
Net Calls Change
+$25.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$207M
2
DCP
Durable Capital Partners
Maryland
+$153M
3
DCP
D1 Capital Partners
New York
+$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$94.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$93.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
2
ACM
Anomaly Capital Management
New York
-$71.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$71.2M
4
Invesco
Invesco
Georgia
-$62.1M
5
N
Natixis
France
-$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
351
Essex Financial Services
Connecticut
$245K +$41.6K +387 +20%
WJWM
352
Williams Jones Wealth Management
New York
$242K – – –
ASG
353
Ariston Services Group
California
$237K – – –
CCM
354
Coldstream Capital Management
Washington
$233K -$18.4K -171 -7%
NWAG
355
Net Worth Advisory Group
Utah
$233K +$3.23K +30 +1%
SI
356
Stephens Inc
Arkansas
$232K -$8.39K -78 -3%
FFM
357
Forum Financial Management
Illinois
$231K +$645 +6 +0.3%
First Manhattan
358
First Manhattan
New York
$227K -$11K -102 -5%
CCWM
359
Cassaday & Co Wealth Management
Virginia
$224K +$8.39K +78 +4%
PIA
360
Perennial Investment Advisors
California
$223K -$2.69K -25 -1%
MML Investors Services
361
MML Investors Services
Massachusetts
$220K -$12.9K -120 -6%
FFO
362
Fiduciary Family Office
Florida
$215K +$215K +2,000 New
Legacy Financial Group (Iowa)
363
Legacy Financial Group (Iowa)
Iowa
$213K – – –
MFAM
364
Motley Fool Asset Management
Virginia
$210K +$25.3K +235 +14%
OF
365
Optimize Financial
California
$209K -$8.5K -79 -4%
KeyBank National Association
366
KeyBank National Association
Ohio
$209K +$1.83K +17 +0.9%
CB
367
Commerce Bank
Missouri
$208K -$1.83K -17 -0.9%
WPC
368
Wedmont Private Capital
Pennsylvania
$204K +$21.7K +231 +12%
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$203K +$66.3K +616 +48%
HWM
370
HB Wealth Management
Georgia
$203K +$203K +1,887 New
Corient Private Wealth
371
Corient Private Wealth
Florida
$202K -$352K -3,274 -64%
ECM
372
Evergreen Capital Management
Washington
$202K +$202K +1,880 New
GSC
373
Ground Swell Capital
South Carolina
$202K +$202K +1,875 New
GI
374
GAMMA Investing
California
$192K +$69.6K +647 +57%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$172K +$33K +307 +24%
13 14
15
16 17