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669 hedge funds and large institutions have $22.6B invested in XPO in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 217 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 206

6.31% less ownership

Funds ownership: 105.57%99.25% (-6.3%)

18% less call options, than puts

Call options by funds: $139M | Put options by funds: $170M

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$170M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
551
AssetMark Inc
California
$35.2K
BWA
552
Basecamp Wealth Advisors
Washington
$34.8K
RF
553
Rossby Financial
Florida
$31.4K
TFA
554
Transamerica Financial Advisors
Florida
$29.8K
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.4K
TPCW
556
TD Private Client Wealth
New York
$29.4K
CFO
557
CVA Family Office
Colorado
$29.4K
ZBNA
558
Zions Bancorporation, National Association
Utah
$28.8K
FCT
559
First Community Trust
Iowa
$28.4K
TPWA
560
Twin Peaks Wealth Advisors
California
$27.6K
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$27.2K
KFAS
562
Keating Financial Advisory Services
Kansas
$25.5K
TWC
563
TD Waterhouse Canada
Ontario, Canada
$25K
RWM
564
RMG Wealth Management
Wisconsin
$24.4K
LI
565
LRI Investments
Florida
$23.3K
HHGA
566
Halbert Hargrove Global Advisors
California
$23.2K
OCWP
567
Owl Creek Wealth Partners
Colorado
$21K
BWL
568
Bogart Wealth LLC
Virginia
$21K
DB
569
Danske Bank
Denmark
$19.5K
SIS
570
Strategic Investment Solutions
Illinois
$19.5K
BW
571
Bravera Wealth
North Dakota
$19.3K
HIA
572
Harbor Investment Advisory
Maryland
$19.1K
SRCM
573
Signature Resources Capital Management
California
$18.7K
CFD
574
Creative Financial Designs
Indiana
$17.7K
FFO
575
Fortitude Family Office
Arizona
$17.7K