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524 hedge funds and large institutions have $13.4B invested in XPO in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 172 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $74.4M

4.43% more ownership

Funds ownership: 100.93%105.36% (+4.4%)

9% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 172

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less funds holding

Funds holding: 542524 (-18)

13% less capital invested

Capital invested by funds: $15.4B → $13.4B (-$2.03B)

14% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 79

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
7.03%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
68
Increased
188
Reduced
172
Closed
79
Calls
$96.9M
Puts
$74.4M
Net Calls
+$22.5M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FPGT
576
Financial Partners Group (Tennessee)
Tennessee
-$233K -1,775 Closed
SSA
577
South Street Advisors
New York
-$228K -1,735 Closed
PWM
578
Paulson Wealth Management
Illinois
-$225K -1,716 Closed
SLAM
579
Swiss Life Asset Management
-$222K -1,694 Closed
MFG
580
Merit Financial Group
Georgia
-$218K -1,666 Closed
P
581
&Partners
Tennessee
-$230K -1,663 Closed
SW
582
SkyOak Wealth
Michigan
-$213K -1,625 Closed
DWA
583
Dorsey Wright & Associates
California
-$213K -1,622 Closed
AWM
584
Apollon Wealth Management
South Carolina
-$209K -1,590 Closed
WF
585
WoodTrust Financial
Wisconsin
-$205K -1,565 Closed
KPWS
586
Kestra Private Wealth Services
Texas
-$201K -1,534 Closed
CIAM
587
Caitong International Asset Management
Hong Kong
-$116K -882 Closed
GM
588
GeoWealth Management
Illinois
-$59.9K -457 Closed
CFGS
589
Concourse Financial Group Securities
Alabama
-$57.1K -418 Closed
KI
590
Kapitalo Investimentos
Brazil
-$22K -168 Closed
LFA
591
LGT Financial Advisors
Texas
-$14.4K -110 Closed
DAM
592
Delta Asset Management
Tennessee
-$13.1K -100 Closed
AT
593
Avalon Trust
New Mexico
-$8.53K -65 Closed
VWM
594
Venturi Wealth Management
Texas
-$6.43K -49 Closed
TAM
595
Tucker Asset Management
Colorado
-$4.85K -37 Closed
MWM
596
Mascoma Wealth Management
New Hampshire
-$4.59K -35 Closed
BC
597
Bayforest Capital
United Kingdom
-$4.33K -33 Closed
QL
598
Quarry LP
New York
-$3.94K -30 Closed
AF
599
Aviso Financial
Ontario, Canada
-$1.44K -11 Closed
RCM
600
Raleigh Capital Management
North Carolina
-$1.31K -10 Closed