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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
JWM
601
JPL Wealth Management
Colorado
$8.76K
M
602
MOTCO
Texas
$8.56K
RWS
603
Retirement Wealth Solutions
Wisconsin
$8.37K
TC
604
Truvestments Capital
Florida
$8.37K
KFA
605
Kelleher Financial Advisors
New York
$7.78K
RIL
606
Rothschild Investment LLC
Illinois
$7.78K
CA
607
Clearstead Advisors
Ohio
$6.81K
CTC
608
Cetera Trust Company
Minnesota
$6.81K
GEA
609
Glen Eagle Advisors
New Jersey
$6.81K
LSA
610
Leonteq Securities AG
Switzerland
$6.23K
S
611
Sachetta
Massachusetts
$6.23K
OW
612
Olistico Wealth
Oklahoma
$5.84K
CPG
613
Cornerstone Planning Group
New Jersey
$5.6K
CFS
614
CGC Financial Services
Oregon
$4.86K
CT
615
Clearstead Trust
Maine
$4.47K
GFA
616
Godfrey Financial Associates
New York
$4.47K
RWM
617
Rialto Wealth Management
New York
$4.47K
WTA
618
Washington Trust Advisors
Massachusetts
$4.3K
SIC
619
SJS Investment Consulting
Ohio
$4.28K
CH
620
Cromwell Holdings
Wyoming
$4.09K
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$3.89K
KFG
622
Kingdom Financial Group
Arizona
$3.89K
LAS
623
Lloyd Advisory Services
Georgia
$3.89K
PWA
624
Portus Wealth Advisors
North Carolina
$3.89K
B
625
Bayban
Minnesota
$3.7K