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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 %
GC
501
Garde Capital
Washington
$2.53K – – –
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$2.4K -$126 -1 -5%
MYIA
503
Mount Yale Investment Advisors
Colorado
$2.4K +$2.4K +19 New
SS
504
SBI Securities
Japan
$2.27K +$126 +1 +6%
RTL
505
Red Tortoise LLC
Georgia
$2.15K – – –
BGAI
506
Bruce G. Allen Investments
Colorado
$2.02K – – –
WWM
507
Wolff Wiese Magana
California
$2.02K – – –
CAL
508
Capital Advisors Ltd
Ohio
$2K +$714 +5 +56%
SC
509
SouthState Corp
Florida
$1.9K -$27.8K -220 -94%
CFO
510
CVA Family Office
Colorado
$1.89K -$1.14K -9 -38%
CH
511
Cromwell Holdings
Wyoming
$1.89K +$1.26K +10 +200%
TPCW
512
TD Private Client Wealth
New York
$1.52K – – –
SIC
513
SJS Investment Consulting
Ohio
$1.39K -$1.01K -8 -42%
TWD
514
True Wealth Design
Ohio
$1.39K +$379 +3 +38%
RWM
515
Rialto Wealth Management
New York
$1.39K +$1.39K +11 New
WA
516
Whipplewood Advisors
Colorado
$1.39K -$379 -3 -21%
OP
517
ORG Partners
Indiana
$1.29K – – –
MFT
518
Moisand Fitzgerald Tamayo
Florida
$1.26K – – –
CPG
519
Cornerstone Planning Group
New Jersey
$1.08K +$361 +3 +50%
PWMG
520
Prestige Wealth Management Group
New Jersey
$1.01K – – –
PWA
521
Principia Wealth Advisory
Texas
$1.01K +$884 +7 +700%
NS
522
NBC Securities
Alabama
$1K +$1K +11 New
TIM
523
Tortoise Investment Management
New York
$884 +$884 +7 New
PWM
524
Parkworth Wealth Management
California
$758 +$379 +3 +100%
SC
525
Stephens Consulting
Michigan
$632 +$632 +5 New
19 20
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