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669 hedge funds and large institutions have $22.6B invested in XPO in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 217 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 206

6.31% less ownership

Funds ownership: 105.57%99.25% (-6.3%)

18% less call options, than puts

Call options by funds: $139M | Put options by funds: $170M

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$170M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
451
WoodTrust Financial
Wisconsin
$304K
Koshinski Asset Management
452
Koshinski Asset Management
Illinois
$302K
HP
453
Havemeyer Place
Connecticut
$300K
TPA
454
Trivium Point Advisory
Connecticut
$298K
UB
455
UMB Bank
Missouri
$297K
KPWS
456
Kestra Private Wealth Services
Texas
$296K
PWM
457
Paulson Wealth Management
Illinois
$290K
CPIG
458
Chicago Partners Investment Group
Illinois
$287K
DE
459
Diversified Enterprises
Delaware
$285K
TSS
460
Two Sigma Securities
New York
$273K
BC
461
Bayforest Capital
United Kingdom
$268K
RFWA
462
RPg Family Wealth Advisory
Massachusetts
$268K
FBC
463
Fairfield, Bush & Co
Connecticut
$267K
First Manhattan
464
First Manhattan
New York
$266K
FFG
465
Fortem Financial Group
California
$266K
RWM
466
Ritholtz Wealth Management
New York
$264K
AWM
467
Apollon Wealth Management
South Carolina
$263K
EC
468
EntryPoint Capital
New York
$263K
SAM
469
Secure Asset Management
Michigan
$258K
DCM
470
DGS Capital Management
New Jersey
$256K
DT
471
DV Trading
Illinois
$254K
SRC
472
Sage Rhino Capital
California
$252K
DWM
473
Defined Wealth Management
Oregon
$251K
MFS
474
Mirabella Financial Services
United Kingdom
$251K
AIC
475
Archer Investment Corporation
Indiana
$250K