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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 %
CMBA
426
C.M. Bidwell & Associates
Hawaii
$63.7K – – –
FCT
427
First Community Trust
Iowa
$63.1K – – –
Nomura Asset Management
428
Nomura Asset Management
Japan
$63.1K +$20.2K +160 +47%
BTI
429
Blue Trust Inc
Georgia
$57.8K -$1.39K -11 -2%
FFA
430
Farther Finance Advisors
California
$53.8K +$20.8K +165 +63%
Bessemer Group
431
Bessemer Group
New Jersey
$51K +$18.9K +149 +59%
AAP
432
Arax Advisory Partners
Colorado
$46.2K +$43.4K +203 +1,562%
LFG
433
Larson Financial Group
Missouri
$46K +$6.32K +50 +16%
PTC
434
Private Trust Company
Ohio
$45.6K -$3.28K -26 -7%
PA
435
Parallel Advisors
California
$45.5K -$15.9K -126 -26%
PFBT
436
Parkside Financial Bank & Trust
Missouri
$45.1K -$12.3K -97 -21%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$44.3K +$14K +111 +46%
EWA
438
EverSource Wealth Advisors
Alabama
$42.2K +$11.1K +88 +36%
FIA
439
FNY Investment Advisers
New York
$42K +$42K +335 New
SA
440
SRH Advisors
Kansas
$36.6K – – –
QL
441
Quarry LP
New York
$35.6K +$35.6K +282 New
M
442
MOTCO
Texas
$33K – – –
SAM
443
Smartleaf Asset Management
Massachusetts
$32.3K +$4.59K +36 +17%
SWM
444
Spire Wealth Management
Virginia
$30.6K +$505 +4 +2%
JWA
445
JFS Wealth Advisors
Pennsylvania
$29.8K +$126 +1 +0.4%
Optiver Holding
446
Optiver Holding
Netherlands
$29K +$4.29K +34 +17%
RA
447
Rise Advisors
New York
$28.3K – – –
RWM
448
RMG Wealth Management
Wisconsin
$26K +$26K +200 New
CA
449
Clearstead Advisors
Ohio
$25.9K +$25K +198 +2,829%
WIM
450
Westside Investment Management
California
$25.3K – – –
16 17
18
19 20