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294 hedge funds and large institutions have $647M invested in Xerox in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 76 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 76

13% more capital invested

Capital invested by funds: $575M → $647M (+$72.3M)

2.77% more ownership

Funds ownership: 94.8%97.57% (+2.8%)

4% less funds holding

Funds holding: 305294 (-11)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

24% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $46.6M

Holders
294
Holders Change
-11
Holders Change %
-3.61%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
126
Reduced
76
Closed
55
Calls
$35.3M
Puts
$46.6M
Net Calls
-$11.3M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$2.09K +$1.93K +396 New
HNB
252
Huntington National Bank
Ohio
$2.08K -$703 -144 -27%
TPWA
253
Twin Peaks Wealth Advisors
California
$2.06K +$2.39K +489 New
CMP
254
Coston McIsaac & Partners
Maine
$2K +$59 +12 +3%
CIAM
255
Caitong International Asset Management
Hong Kong
$1.61K -$122K -24,902 -99%
ETS
256
ESL Trust Services
New York
$1.58K
RA
257
Rise Advisors
New York
$1.38K +$532 +109 +71%
SWIG
258
Strategic Wealth Investment Group
Kentucky
$1.37K +$1.27K +260 New
CAM
259
Costello Asset Management
Pennsylvania
$1.32K
BGAI
260
Bruce G. Allen Investments
Colorado
$1.15K +$468 +96 +79%
WBC
261
West Branch Capital
Massachusetts
$1.13K
PWA
262
Physician Wealth Advisors
Utah
$1.08K +$995 +204 New
OAJ
263
Ogorek Anthony Joseph
New York
$1K +$49 +10 +4%
AAS
264
Ameritas Advisory Services
Nebraska
$860 +$795 +163 New
RIL
265
Rothschild Investment LLC
Illinois
$722 -$439 -90 -40%
CT
266
Clearstead Trust
Maine
$712 +$659 +135 New
CA
267
Clearstead Advisors
Ohio
$659
PS
268
Principal Securities
Iowa
$617 +$571 +117 New
SIC
269
SJS Investment Consulting
Ohio
$609 +$15 +3 +3%
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$524 +$10 +2 +2%
PFBT
271
Parkside Financial Bank & Trust
Missouri
$485 +$156 +32 +53%
FHA
272
First Horizon Advisors
Tennessee
$474 -$1.52K -312 -78%
BFS
273
Bare Financial Services
Pennsylvania
$469 -$385 -79 -47%
MEG
274
Millstone Evans Group
Colorado
$458
WB
275
Webster Bank
Connecticut
$390

XRX Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2025, worth a combined $647M — up 13% from $575M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of XRX and 47 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 126 added.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was LSV Asset Management, cutting an estimated $10.4M.

  • 294 institutional investors held Xerox (XRX) as of Q2 2025, down from 305 in Q1 2025.
  • Funds reported $647M of Xerox stock for Q2 2025, up 13% quarter-over-quarter.
  • 47 funds opened new Xerox positions in Q2 2025 and 55 closed out, a net change of -8 holders.
  • The largest Xerox buyer in Q2 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest Xerox seller in Q2 2025 was LSV Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2025.