581 hedge funds and large institutions have $16.8B invested in XPO in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 195 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.46% more ownership

Funds ownership: 105.09%105.55% (+0.46%)

25% less call options, than puts

Call options by funds: $250M | Put options by funds: $331M

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$250M
Puts
$331M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$9.79K
PK
502
Pflug Koory
Nebraska
$9.51K
BIA
503
Bell Investment Advisors
California
$9.51K
LI
504
LRI Investments
Florida
$9.38K
KFI
505
Key Financial Inc
Pennsylvania
$9.24K
TSMHT
506
Thurston Springer Miller Herd & Titak
Indiana
$9.11K
GWS
507
Greykasell Wealth Strategies
California
$8.15K
PWMG
508
Private Wealth Management Group
New Jersey
$7.61K
DT
509
DV Trading
Illinois
$7.61K
BFS
510
Bare Financial Services
Pennsylvania
$7.47K
PWPS
511
Pinnacle Wealth Planning Services
Ohio
$7.34K
RF
512
Rossby Financial
Florida
$6.93K
VFM
513
Vision Financial Markets
Connecticut
$6.8K
M
514
MOTCO
Texas
$6.66K
TFA
515
Transamerica Financial Advisors
Florida
$6.52K
SGK
516
Steigerwald Gordon & Koch
Virginia
$6.12K
RWS
517
Retirement Wealth Solutions
Wisconsin
$5.84K
TC
518
Truvestments Capital
Florida
$5.84K
KFA
519
Kelleher Financial Advisors
New York
$5.44K
TAM
520
Tucker Asset Management
Colorado
$5.03K
GEA
521
Glen Eagle Advisors
New Jersey
$4.76K
CTC
522
Cetera Trust Company
Minnesota
$4.76K
FFO
523
Fortitude Family Office
Arizona
$4.76K
GWM
524
Greenline Wealth Management
Florida
$4.76K
TPBG
525
Turning Point Benefit Group
Maryland
$4.76K