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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
7.21%
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
+$498M
2
DCP
Durable Capital Partners
Maryland
+$201M
3
CB
Cooke & Bieler
Pennsylvania
+$108M
4
OAG
Orbis Allan Gray
Bermuda
+$57.2M
5
Capital World Investors
Capital World Investors
California
+$57M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$79.9M
4
American Century Companies
American Century Companies
Missouri
-$77.7M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
476
Whittier Trust
California
$9.98K – – –
PK
477
Pflug Koory
Nebraska
$8.84K – – –
KFI
478
Key Financial Inc
Pennsylvania
$8.59K – – –
PA
479
Pineridge Advisors
Missouri
$7.58K – – –
GWS
480
Greykasell Wealth Strategies
California
$7.58K – – –
PWMG
481
Private Wealth Management Group
New Jersey
$7.2K +$3.66K +29 +104%
BIA
482
Bell Investment Advisors
California
$6.69K +$632 +5 +10%
VFM
483
Vision Financial Markets
Connecticut
$6.32K – – –
CTC
484
Central Trust Company
Missouri
$5.81K – – –
TC
485
Truvestments Capital
Florida
$5.43K – – –
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$4.67K -$928K -7,346 -99%
CTC
487
Cetera Trust Company
Minnesota
$4.42K – – –
GEA
488
Glen Eagle Advisors
New Jersey
$4.42K – – –
NC
489
NewSquare Capital
Pennsylvania
$4.42K +$4.17K +33 +1,650%
BFS
490
Bare Financial Services
Pennsylvania
$4.17K +$2.65K +21 +175%
S
491
Sachetta
Massachusetts
$4.04K +$3.16K +25 +357%
OW
492
Olistico Wealth
Oklahoma
$3.79K – – –
RWS
493
Retirement Wealth Solutions
Wisconsin
$3.66K – – –
FFO
494
Fortitude Family Office
Arizona
$3.54K +$3.54K +28 New
T
495
Transce3nd
Texas
$3.28K – – –
CFS
496
CGC Financial Services
Oregon
$3.16K – – –
RIL
497
Rothschild Investment LLC
Illinois
$2.91K +$253 +2 +10%
CT
498
Clearstead Trust
Maine
$2.91K +$2.91K +23 New
BI
499
Binnacle Investments
Iowa
$2.78K – – –
MAM
500
Meeder Asset Management
Ohio
$2.53K -$4.42K -35 -64%
18 19
20
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