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1,130 hedge funds and large institutions have $75.7B invested in Xylem in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 411 increasing their positions, 374 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more capital invested

Capital invested by funds: $32.1B → $75.7B (+$43.6B)

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

72% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $20.6M

20.61% more ownership

Funds ownership: 89.4%110.01% (+21%)

4% more funds holding

Funds holding: 1,0831,130 (+47)

10% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 374

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,130
Holders Change
+47
Holders Change %
+4.34%
% of All Funds
13.74%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
141
Increased
411
Reduced
374
Closed
74
Calls
$35.4M
Puts
$20.6M
Net Calls
+$14.8M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Stratos Wealth Advisors
Ohio
$236K -$19.7K -137 -7%
FCP
852
Fidelis Capital Partners
Florida
$236K
MLL
853
Moody Lynn & Lieberson
Massachusetts
$236K
CCA
854
Checchi Capital Advisers
California
$236K +$5.75K +40 +2%
AC
855
AlphaCore Capital
California
$234K +$124K +859 +100%
PFG
856
Putney Financial Group
California
$234K -$6.47K -45 -3%
GCP
857
GSA Capital Partners
United Kingdom
$234K +$247K +1,715 New
CWM
858
Chemistry Wealth Management
New York
$233K
PHWM
859
Pine Harbor Wealth Management
Maryland
$233K +$719 +5 +0.3%
MSF
860
Mustard Seed Financial
Arkansas
$231K +$719 +5 +0.3%
VFG
861
Victory Financial Group
Texas
$230K +$243K +1,690 New
SWP
862
Sagespring Wealth Partners
Tennessee
$230K -$5.47K -38 -2%
IAS
863
Insigneo Advisory Services
Florida
$229K -$82.1K -571 -25%
NA
864
Navellier & Associates
Nevada
$229K +$719 +5 +0.3%
BP
865
BNP Paribas
France
$227K
PFM
866
Patton Fund Management
Texas
$226K -$33.7K -234 -12%
SW
867
SMART Wealth
Nebraska
$226K +$239K +1,662 New
AA
868
Addison Advisors
Vermont
$226K -$2.3K -16 -1%
WANY
869
Wealthspire Advisors (New York)
New York
$223K +$211K +1,467 +848%
EWM
870
Evercore Wealth Management
New York
$223K
BCG
871
Breakwater Capital Group
New Jersey
$220K
CWM
872
Calamos Wealth Management
Illinois
$220K +$232K +1,615 New
EM
873
Excalibur Management
Massachusetts
$219K
SMWM
874
Silvia McColl Wealth Management
California
$218K
NG
875
Norden Group
Utah
$217K +$8.77K +61 +4%