We are live on ! Find out more

219 hedge funds and large institutions have $115M invested in Xerox in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

11% less funds holding

Funds holding: 247219 (-28)

11.72% less ownership

Funds ownership: 80.4%68.68% (-12%)

39% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 59

53% less capital invested

Capital invested by funds: $245M → $115M (-$130M)

66% less call options, than puts

Call options by funds: $8.44M | Put options by funds: $24.8M

Holders
219
Holders Change
-28
Holders Change %
-11.34%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
71
Reduced
71
Closed
59
Calls
$8.44M
Puts
$24.8M
Net Calls
-$16.4M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
201
Country Trust Bank
Illinois
$65
KB
202
Kimelman & Baird
New York
$65
SWM
203
SHP Wealth Management
Massachusetts
$63 +$2 +1 +2%
SAM
204
Smartleaf Asset Management
Massachusetts
$61 -$162 -82 -63%
BWL
205
Bogart Wealth LLC
Virginia
$54 +$83 +42 New
MO
206
McMillan Office
Michigan
$52
DPW
207
DiNuzzo Private Wealth
Pennsylvania
$48
ECA
208
Elevated Capital Advisors
Utah
$48
PF
209
PlanVest Financial
Maryland
$33 +$49 +25 New
FGA
210
Fortis Group Advisors
New Jersey
$32
CCWM
211
Cassaday & Co Wealth Management
Virginia
$11 +$16 +8 New
EB
212
Eastern Bank
Massachusetts
$9 +$14 +7 New
AA
213
Addison Advisors
Vermont
$7 +$10 +5 New
AssetMark Inc
214
AssetMark Inc
California
$3
MA
215
MCF Advisors
Kentucky
$2 -$3.95K -2,000 -100%
NS
216
NBC Securities
Alabama
$2
HNB
217
Huntington National Bank
Ohio
$1
Two Sigma Advisers
218
Two Sigma Advisers
New York
-$6.13M -2,584,650 Closed
Jacobs Levy Equity Management
219
Jacobs Levy Equity Management
New Jersey
-$3.21M -1,356,142 Closed
JF
220
Jump Financial
Illinois
-$1.3M -549,233 Closed
Parallax Volatility Advisers
221
Parallax Volatility Advisers
California
-$845K -427,572 Closed
Jane Street
222
Jane Street
New York
-$802K -405,469 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$660K -278,613 Closed
Ameriprise
224
Ameriprise
Minnesota
-$588K -248,030 Closed
XT
225
XTX Topco
Cayman Islands
-$559K -235,916 Closed