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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.4B invested in XPO in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+13
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
83
Increased
173
Reduced
185
Closed
63
Calls
$218M
Puts
$221M
Net Calls
-$2.54M
Net Calls Change
+$18M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$232M
3
Capital World Investors
3
Capital World Investors
California
$1.02B
4
BlackRock
4
BlackRock
New York
$1.55B
5
UBS Group
5
UBS Group
Switzerland
$96.3M

Top Sellers

1
DCP
1
D1 Capital Partners
New York
$267M
2
Fidelity International
2
Fidelity International
Bermuda
$82.2M
3
OAG
3
Orbis Allan Gray
Bermuda
$392M
4
CM
4
Cercano Management
Washington
$302M
5
Bank of America
5
Bank of America
North Carolina
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
501
CGC Financial Services
Oregon
$3.28K – – –
RIL
502
Rothschild Investment LLC
Illinois
$2.75K – – –
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$2.62K – – –
SIC
504
SJS Investment Consulting
Ohio
$2.49K -$525 -4 -17%
MG
505
Mather Group
Illinois
$2.49K – – –
HI
506
Harbour Investments
Wisconsin
$2.36K -$525 -4 -18%
RTL
507
Red Tortoise LLC
Georgia
$2.23K – – –
WWM
508
Wolff Wiese Magana
California
$2.1K – – –
BGAI
509
Bruce G. Allen Investments
Colorado
$2.1K – – –
SS
510
SBI Securities
Japan
$2.1K +$2.1K +16 New
CFO
511
CVA Family Office
Colorado
$1.97K -$525 -4 -21%
TPCW
512
TD Private Client Wealth
New York
$1.57K – – –
AF
513
Aviso Financial
Ontario, Canada
$1.44K – – –
AssetMark Inc
514
AssetMark Inc
California
$1.44K +$1.05K +8 +267%
WA
515
Whipplewood Advisors
Colorado
$1.44K +$1.44K +11 New
RCM
516
Raleigh Capital Management
North Carolina
$1.31K – – –
MFT
517
Moisand Fitzgerald Tamayo
Florida
$1.31K +$1.31K +10 New
PWMG
518
Prestige Wealth Management Group
New Jersey
$1.05K – – –
CAL
519
Capital Advisors Ltd
Ohio
$1K – – –
S
520
Sachetta
Massachusetts
$919 – – –
CA
521
Clearstead Advisors
Ohio
$919 – – –
TWD
522
True Wealth Design
Ohio
$787 – – –
Kayne Anderson Rudnick Investment Management
523
Kayne Anderson Rudnick Investment Management
California
$656 – – –
HWA
524
HHM Wealth Advisors
Tennessee
$656 +$656 +5 New
GFPC
525
Global Financial Private Client
Florida
$656 +$656 +5 New
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