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247 hedge funds and large institutions have $245M invested in Xerox in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 80.71%80.4% (-0.31%)

11% less funds holding

Funds holding: 277247 (-30)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

36% less capital invested

Capital invested by funds: $382M → $245M (-$137M)

37% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 63

62% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $40.5M

Holders
247
Holders Change
-30
Holders Change %
-10.83%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
89
Closed
63
Calls
$15.5M
Puts
$40.5M
Net Calls
-$25M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$1.03K -$32.5K -10,988 -96%
CMP
202
Coston McIsaac & Partners
Maine
$1K +$9 +3 +0.7%
CG
203
Curat Global
New Hampshire
$948
EWA
204
EverSource Wealth Advisors
Alabama
$908 -$426 -144 -27%
OC
205
Optima Capital
Oregon
$789 +$974 +329 New
ETS
206
ESL Trust Services
New York
$711
EC
207
Elequin Capital
New York
$685 +$855 +289 New
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$599
KCM
209
Key Capital Management
Tennessee
$597 +$746 +252 New
CAM
210
Costello Asset Management
Pennsylvania
$593
BTI
211
Blue Trust Inc
Georgia
$514 -$737 -249 -53%
WBC
212
West Branch Capital
Massachusetts
$508
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$505 +$630 +213 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$486 -$1.03K -348 -63%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$446 -$3.55K -1,199 -86%
KG
216
Kilter Group
New York
$444 +$553 +187 New
FHA
217
Flagship Harbor Advisors
Massachusetts
$427 +$533 +180 New
RIL
218
Rothschild Investment LLC
Illinois
$396 +$252 +85 +104%
BFS
219
Bare Financial Services
Pennsylvania
$337 -$237 -80 -36%
SAM
220
Smartleaf Asset Management
Massachusetts
$322 -$1.89K -637 -83%
BWA
221
Basecamp Wealth Advisors
Washington
$318 +$397 +134 New
CA
222
Clearstead Advisors
Ohio
$297
LI
223
LRI Investments
Florida
$280 +$252 +85 +258%
SIC
224
SJS Investment Consulting
Ohio
$278 +$3 +1 +0.9%
GRP
225
Global Retirement Partners
California
$225 +$98 +33 +53%