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1,026 hedge funds and large institutions have $26.9B invested in Xylem in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 391 increasing their positions, 357 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $83.6M | Put options by funds: $30.4M

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2% more funds holding

Funds holding: 1,0011,026 (+25)

10% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 357

0.65% more ownership

Funds ownership: 92.21%92.87% (+0.65%)

0% more capital invested

Capital invested by funds: $26.9B → $26.9B (+$72.3M)

Holders
1,026
Holders Change
+25
Holders Change %
+2.5%
% of All Funds
13.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
114
Increased
391
Reduced
357
Closed
77
Calls
$83.6M
Puts
$30.4M
Net Calls
+$53.2M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1001
Fiduciary Wealth Partners
Massachusetts
$1.43K +$1.49K +12 New
NSG
1002
Nalls Sherbakoff Group
Tennessee
$1.43K +$1.49K +12 New
NRWA
1003
North Ridge Wealth Advisors
Oregon
$1.2K
CAM
1004
Chesapeake Asset Management
New York
$1.07K +$496 +4 +80%
HFS
1005
Hantz Financial Services
Michigan
$1K +$744 +6 New
HWP
1006
Highline Wealth Partners
California
$956
BCM
1007
Blume Capital Management
California
$717 +$744 +6 New
BHWM
1008
Bay Harbor Wealth Management
Maryland
$716 +$744 +6 New
ADL
1009
Asset Dedication LLC
California
$598 -$18.5K -149 -97%
WA
1010
WPG Advisers
Maryland
$597
BI
1011
Binnacle Investments
Iowa
$597 +$620 +5 New
GP
1012
Greenline Partners
New York
$597 +$620 +5 New
OCM
1013
Osterweis Capital Management
California
$597 +$620 +5 New
WW
1014
Winnow Wealth
Texas
$513 +$248 +2 +67%
PWM
1015
Parkworth Wealth Management
California
$478
PWA
1016
Principia Wealth Advisory
Texas
$442 -$620 -5 -56%
SWA
1017
SOA Wealth Advisors
New York
$374
HIA
1018
HFM Investment Advisors
New Jersey
$359 +$372 +3 New
RS
1019
Rakuten Securities
Japan
$358 +$124 +1 +50%
GA
1020
GoalVest Advisory
New York
$358 +$372 +3 New
SIS
1021
Sound Income Strategies
Florida
$358 +$372 +3 New
Q1WB
1022
Quest 10 Wealth Builders
Virginia
$311 +$372 +3 New
PA
1023
Pineridge Advisors
Missouri
$239
WBC
1024
West Branch Capital
Massachusetts
$120
A
1025
AlphaQuest
New York
$119

XYL Hedge Fund Activity: Q1 2025 in Review

1,026 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2025, worth a combined $26.9B — up 0.27% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new XYL positions and 77 closed out — a net gain of 37 holders — while 391 added to existing stakes and 357 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $401M. The largest seller was DZ Bank, cutting an estimated $103M.

  • 1,026 institutional investors held Xylem (XYL) as of Q1 2025, up from 1,001 in Q4 2024.
  • Funds reported $26.9B of Xylem stock for Q1 2025, up 0.27% quarter-over-quarter.
  • 114 funds opened new Xylem positions in Q1 2025 and 77 closed out, a net change of +37 holders.
  • The largest Xylem buyer in Q1 2025 was T. Rowe Price Associates, an estimated $401M added.
  • The largest Xylem seller in Q1 2025 was DZ Bank, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.