465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
376
SYSTM Wealth Solutions
Illinois
$40.1K +$40.1K +458 New
ASN
377
Advisory Services Network
Georgia
$39.9K +$39.9K +455 New
ACA
378
Atlas Capital Advisors
Wyoming
$38.2K -$17.7K -202 -32%
WAG
379
Wiser Advisor Group
Arizona
$33.9K +$33.9K +387 New
BFEC
380
Benjamin F. Edwards & Company
Missouri
$30K +$18.9K +211 +170%
CTB
381
Country Trust Bank
Illinois
$28.5K
FWM
382
Focused Wealth Management
New York
$26.3K
SA
383
SRH Advisors
Kansas
$25.4K
EWA
384
EverSource Wealth Advisors
Alabama
$25.1K -$8.93K -102 -26%
LFG
385
Larson Financial Group
Missouri
$24.6K
TWC
386
TD Waterhouse Canada
Ontario, Canada
$23.8K
M
387
MOTCO
Texas
$23.6K
Robeco Institutional Asset Management
388
Robeco Institutional Asset Management
Netherlands
$22.9K +$22.9K +261 New
BF
389
BOK Financial
Oklahoma
$22.1K
JWA
390
JFS Wealth Advisors
Pennsylvania
$20.4K
IA
391
IFP Advisors
Florida
$20.4K -$7.88K -90 -28%
PA
392
Parallel Advisors
California
$19.2K -$2.98K -34 -13%
EPW
393
Evergreen Private Wealth
Colorado
$18.4K +$18.4K +210 New
SWM
394
Spire Wealth Management
Virginia
$17.8K +$849 +10 +5%
WIM
395
Westside Investment Management
California
$17.5K
ACA
396
American Capital Advisory
Idaho
$16.9K +$16.9K +193 New
SSB
397
Sandy Spring Bank
Maryland
$16.8K
AA
398
AlphaMark Advisors
Kentucky
$16K
Mitsubishi UFJ Asset Management
399
Mitsubishi UFJ Asset Management
Japan
$14.6K +$9.58K +116 +190%
C
400
Covestor
United Kingdom
$14K