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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 %
AFG
376
Atomi Financial Group
New York
$260K +$260K +2,060 New
First Manhattan
377
First Manhattan
New York
$256K -$9.85K -78 -4%
CCWM
378
Cassaday & Co Wealth Management
Virginia
$253K -$9.6K -76 -4%
Legacy Financial Group (Iowa)
379
Legacy Financial Group (Iowa)
Iowa
$250K – – –
WPC
380
Wedmont Private Capital
Pennsylvania
$245K -$42.8K -324 -15%
OF
381
Optimize Financial
California
$243K -$1.52K -12 -0.6%
JCM
382
Jag Capital Management
Missouri
$243K -$9.09M -71,957 -97%
BIG
383
Brooklyn Investment Group
New York
$241K +$162K +1,280 +203%
MFAM
384
Motley Fool Asset Management
Virginia
$239K -$7.58K -60 -3%
KeyBank National Association
385
KeyBank National Association
Ohio
$238K -$6.57K -52 -3%
GI
386
GAMMA Investing
California
$235K +$9.85K +78 +4%
FFG
387
Fortem Financial Group
California
$234K +$234K +1,851 New
P
388
&Partners
Tennessee
$233K +$233K +1,843 New
MFG
389
Merit Financial Group
Georgia
$227K +$227K +1,796 New
CB
390
Commerce Bank
Missouri
$220K -$24.8K -196 -10%
SSA
391
South Street Advisors
New York
$219K +$219K +1,735 New
PWM
392
Paulson Wealth Management
Illinois
$217K +$217K +1,716 New
JSW
393
Journey Strategic Wealth
New Jersey
$217K +$217K +1,716 New
SC
394
Syon Capital
California
$214K +$214K +1,698 New
FAT
395
First American Trust
California
$213K +$213K +1,688 New
FPGT
396
Financial Partners Group (Tennessee)
Tennessee
$206K +$206K +1,628 New
SW
397
SkyOak Wealth
Michigan
$205K +$205K +1,625 New
DWA
398
Dorsey Wright & Associates
California
$205K +$205K +1,622 New
CAS
399
CTC Alternative Strategies
Illinois
$202K +$202K +1,600 New
SI
400
Seeds Investor
New York
$200K +$200K +1,586 New
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16
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