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277 hedge funds and large institutions have $382M invested in Xerox in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 294277 (-17)

16.86% less ownership

Funds ownership: 97.57%80.71% (-17%)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

41% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 115

41% less capital invested

Capital invested by funds: $647M → $382M (-$265M)

55% less call options, than puts

Call options by funds: $24M | Put options by funds: $52.9M

Holders
277
Holders Change
-17
Holders Change %
-5.78%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
68
Reduced
115
Closed
58
Calls
$24M
Puts
$52.9M
Net Calls
-$28.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$2.2K -$309 -70 -11%
NSIM
227
North Star Investment Management
Illinois
$2.12K -$672 -152 -21%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$2.08K -$734 -166 -23%
EWA
229
EverSource Wealth Advisors
Alabama
$1.98K -$7.22K -1,633 -76%
IA
230
IFP Advisors
Florida
$1.78K +$2.1K +474 New
BTI
231
Blue Trust Inc
Georgia
$1.75K +$2.06K +466 New
UB
232
UMB Bank
Missouri
$1.72K -$13.9K -3,142 -87%
WANY
233
Wealthspire Advisors (New York)
New York
$1.55K +$1.82K +412 New
CG
234
Curat Global
New Hampshire
$1.5K
SPIA
235
Steward Partners Investment Advisory
New York
$1.45K -$429 -97 -20%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$1.14K +$1.3K +295 +4,214%
ETS
237
ESL Trust Services
New York
$1.13K
PS
238
PayPay Securities
Japan
$1.01K +$902 +204 +314%
Bessemer Group
239
Bessemer Group
New Jersey
$1K -$10.5K -2,382 -86%
HFS
240
Hantz Financial Services
Michigan
$1K -$1.5K -340 -67%
CAL
241
Capital Advisors Ltd
Ohio
$1K -$1.38K -312 -47%
CMP
242
Coston McIsaac & Partners
Maine
$1K +$13 +3 +0.7%
PWMG
243
Private Wealth Management Group
New Jersey
$993 -$2K -452 -63%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$956 +$1.1K +250 New
CAM
245
Costello Asset Management
Pennsylvania
$940
SL
246
Salomon & Ludwin
Virginia
$908 +$1.07K +242 New
BFS
247
Bare Financial Services
Pennsylvania
$835 +$588 +133 +149%
WBC
248
West Branch Capital
Massachusetts
$805
PWA
249
Physician Wealth Advisors
Utah
$768
ASN
250
Advisory Services Network
Georgia
$696 +$818 +185 New