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284 hedge funds and large institutions have $1.03B invested in Xerox in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 104 increasing their positions, 79 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 79

9.32% more ownership

Funds ownership: 88.65%97.98% (+9.3%)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

1% less funds holding

Funds holding: 288284 (-4)

10% less capital invested

Capital invested by funds: $1.15B → $1.03B (-$116M)

47% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $74.1M

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
104
Reduced
79
Closed
58
Calls
$39.5M
Puts
$74.1M
Net Calls
-$34.6M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$7.93K +$249 +27 +3%
SAM
227
Smartleaf Asset Management
Massachusetts
$7.76K +$5.04K +546 +168%
NSIM
228
North Star Investment Management
Illinois
$7.5K
WIM
229
Westside Investment Management
California
$5.06K -$3.46K -375 -38%
UB
230
UMB Bank
Missouri
$4.92K -$710 -77 -12%
EC
231
Elequin Capital
New York
$3.42K +$18 +2 +0.5%
CMP
232
Coston McIsaac & Partners
Maine
$3K +$120 +13 +3%
PA
233
Parallel Advisors
California
$2.83K +$526 +57 +20%
SPIA
234
Steward Partners Investment Advisory
New York
$2.71K
ETS
235
ESL Trust Services
New York
$2.53K +$2.77K +300 New
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$2.14K -$24.6K -2,671 -92%
CAM
237
Costello Asset Management
Pennsylvania
$2.11K
WBC
238
West Branch Capital
Massachusetts
$1.8K -$11.4K -1,233 -85%
LC
239
Lindbrook Capital
California
$1.77K +$766 +83 +65%
PWMG
240
Private Wealth Management Group
New Jersey
$1.64K +$424 +46 +31%
CWM
241
Cranbrook Wealth Management
Michigan
$1.5K +$1.64K +178 New
IRAG
242
Investment Research & Advisory Group
Georgia
$1.37K
CFB
243
Cullen/Frost Bankers
Texas
$1.28K +$1.4K +152 New
SSB
244
Sandy Spring Bank
Maryland
$1.26K +$1.38K +150 New
SFGP
245
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.21K +$1.32K +143 New
PTC
246
Private Trust Company
Ohio
$1.16K +$1.27K +138 New
MCM
247
MAI Capital Management
Ohio
$1.11K +$1.22K +132 New
CA
248
Clearstead Advisors
Ohio
$1.05K
RDIA
249
RE Dickinson Investment Advisors
Iowa
$1K +$92 +10 New
IA
250
IFP Advisors
Florida
$961 -$286 -31 -37%