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XPO
XPO

Overview Fund Activity

520 hedge funds and large institutions have $13.2B invested in XPO in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-18
Holders Change %
-3.35%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
69
Increased
185
Reduced
171
Closed
77
Calls
$96.9M
Puts
$74.4M
Net Calls
+$22.5M
Net Calls Change
+$25.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$207M
2
DCP
Durable Capital Partners
Maryland
+$153M
3
DCP
D1 Capital Partners
New York
+$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$94.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$93.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
2
ACM
Anomaly Capital Management
New York
-$71.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$71.2M
4
Invesco
Invesco
Georgia
-$62.1M
5
N
Natixis
France
-$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
501
Sachetta
Massachusetts
$754 – – –
CA
502
Clearstead Advisors
Ohio
$754 – – –
AF
503
Advisornet Financial
Minnesota
$645 +$323 +3 +100%
CPG
504
Cornerstone Planning Group
New Jersey
$600 +$600 +6 New
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$538 – – –
HWA
506
HHM Wealth Advisors
Tennessee
$538 – – –
CH
507
Cromwell Holdings
Wyoming
$538 +$538 +5 New
PWM
508
Parkworth Wealth Management
California
$323 – – –
HIA
509
HFM Investment Advisors
New Jersey
$323 +$323 +3 New
BHWM
510
Bay Harbor Wealth Management
Maryland
$322 +$322 +3 New
MCM
511
Manchester Capital Management
Vermont
$216 -$108 -1 -33%
MCM
512
MV Capital Management
Maryland
$216 +$108 +1 +100%
NC
513
NewSquare Capital
Pennsylvania
$215 +$108 +1 +100%
PWAM
514
Private Wealth Asset Management
Iowa
$215 +$215 +2 New
FMP
515
Financial Management Professionals
Texas
$215 +$215 +2 New
WCM
516
WealthTrak Capital Management
Virginia
$108 -$108 -1 -50%
HNW
517
High Note Wealth
Minnesota
$108 – – –
HWP
518
Highline Wealth Partners
California
$108 +$108 +1 New
PWA
519
Principia Wealth Advisory
Texas
$106 -$318 -3 -75%
Norges Bank
520
Norges Bank
Norway
– -$189M -1,439,636 Closed
Balyasny Asset Management
521
Balyasny Asset Management
Illinois
– -$92.7M -706,952 Closed
ACM
522
Anomaly Capital Management
New York
– -$71.7M -546,658 Closed
DCM
523
Driehaus Capital Management
Illinois
– -$16.4M -125,321 Closed
HCC
524
Hill City Capital
Massachusetts
– -$13.1M -100,000 Closed
Walleye Trading
525
Walleye Trading
New York
– -$10.4M -79,478 Closed
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