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XPO
XPO

544 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, 200 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $104M | Put options by funds: $50.8M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

17% more capital invested

Capital invested by funds: $13.4B → $15.7B (+$2.31B)

4% more funds holding

Funds holding: 524 → 544 (+20)

0.11% more ownership

Funds ownership: 105.36% → 105.47% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

14% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 200

Holders
544
Holders Change
+20
Holders Change %
+3.82%
% of All Funds
7.16%
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
200
Closed
56
Calls
$104M
Puts
$50.8M
Net Calls
+$53.3M
Net Calls Change
+$30.8M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$443M
2
DCP
Durable Capital Partners
Maryland
+$178M
3
CB
Cooke & Bieler
Pennsylvania
+$96.1M
4
OAG
Orbis Allan Gray
Bermuda
+$50.8M
5
Capital World Investors
Capital World Investors
California
+$50.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
2
JP Morgan Chase
JP Morgan Chase
New York
-$93.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$71M
4
American Century Companies
American Century Companies
Missouri
-$69M
5
BlackRock
BlackRock
New York
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
501
Transce3nd
Texas
$3.28K – – –
CFS
502
CGC Financial Services
Oregon
$3.16K – – –
RIL
503
Rothschild Investment LLC
Illinois
$2.9K +$224 +2 +10%
CT
504
Clearstead Trust
Maine
$2.9K +$2.58K +23 New
BI
505
Binnacle Investments
Iowa
$2.78K – – –
MAM
506
Meeder Asset Management
Ohio
$2.53K -$3.93K -35 -64%
GC
507
Garde Capital
Washington
$2.53K – – –
DPW
508
DiNuzzo Private Wealth
Pennsylvania
$2.4K -$112 -1 -5%
MYIA
509
Mount Yale Investment Advisors
Colorado
$2.4K +$2.13K +19 New
SS
510
SBI Securities
Japan
$2.27K +$112 +1 +6%
RTL
511
Red Tortoise LLC
Georgia
$2.15K – – –
BGAI
512
Bruce G. Allen Investments
Colorado
$2.02K – – –
WWM
513
Wolff Wiese Magana
California
$2.02K – – –
CAL
514
Capital Advisors Ltd
Ohio
$2K +$561 +5 +56%
SC
515
SouthState Corp
Florida
$1.9K -$24.7K -220 -94%
CFO
516
CVA Family Office
Colorado
$1.89K -$1.01K -9 -38%
CH
517
Cromwell Holdings
Wyoming
$1.89K +$1.12K +10 +200%
TPCW
518
TD Private Client Wealth
New York
$1.51K – – –
SIC
519
SJS Investment Consulting
Ohio
$1.39K -$897 -8 -42%
TWD
520
True Wealth Design
Ohio
$1.39K +$337 +3 +38%
RWM
521
Rialto Wealth Management
New York
$1.39K +$1.23K +11 New
WA
522
Whipplewood Advisors
Colorado
$1.39K -$337 -3 -21%
OP
523
ORG Partners
Indiana
$1.29K – – –
MFT
524
Moisand Fitzgerald Tamayo
Florida
$1.26K – – –
CPG
525
Cornerstone Planning Group
New Jersey
$1.08K +$337 +3 +50%
19 20
21
22 23

XPO Hedge Fund Activity: Q2 2025 in Review

544 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2025, worth a combined $15.7B — up 17% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XPO positions and 56 closed out — a net gain of 24 holders — while 172 added to existing stakes and 200 trimmed.

The largest buyer was Invesco, adding an estimated $443M. The largest seller was Massachusetts Financial Services, cutting an estimated $103M.

  • 544 institutional investors held XPO (XPO) as of Q2 2025, up from 524 in Q1 2025.
  • Funds reported $15.7B of XPO stock for Q2 2025, up 17% quarter-over-quarter.
  • 80 funds opened new XPO positions in Q2 2025 and 56 closed out, a net change of +24 holders.
  • The largest XPO buyer in Q2 2025 was Invesco, an estimated $443M added.
  • The largest XPO seller in Q2 2025 was Massachusetts Financial Services, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.