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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
AFC
576
Ares Financial Consulting
California
$17.7K
LB
577
Legacy Bridge
Iowa
$17.5K
PWPS
578
Pinnacle Wealth Planning Services
Ohio
$16.3K
WT
579
Whittier Trust
California
$16.2K
MO
580
McMillan Office
Michigan
$16.1K
ST
581
Smithfield Trust
Pennsylvania
$15K
LWMI
582
Legacy Wealth Management (Idaho)
Idaho
$14.8K
AA
583
Ancora Advisors
Ohio
$14.6K
PMFA
584
Plante Moran Financial Advisors
Michigan
$14K
BIA
585
Bell Investment Advisors
California
$14K
EI
586
EFG International
$14K
PK
587
Pflug Koory
Nebraska
$13.6K
BFS
588
Bare Financial Services
Pennsylvania
$13.4K
KFI
589
Key Financial Inc
Pennsylvania
$13.2K
TSMHT
590
Thurston Springer Miller Herd & Titak
Indiana
$13K
DWM
591
Dogwood Wealth Management
Kansas
$11.9K
GWS
592
Greykasell Wealth Strategies
California
$11.7K
SWP
593
Strategic Wealth Partners
Ohio
$11.1K
C
594
Covestor
United Kingdom
$11K
PWMG
595
Private Wealth Management Group
New Jersey
$10.9K
AT
596
Arlington Trust
Alabama
$9.92K
VFM
597
Vision Financial Markets
Connecticut
$9.73K
SEP
598
Signature Equity Partners
Ohio
$9.34K
MAM
599
Meeder Asset Management
Ohio
$8.76K
SGK
600
Steigerwald Gordon & Koch
Virginia
$8.76K