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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
SIS
1076
Sound Income Strategies
Florida
$4.83K +$3.6K +25 +313%
MHR
1077
Matthew Hamilton Rosenberg
$4.77K
AWM
1078
Abound Wealth Management
Tennessee
$4.65K +$288 +2 +6%
DPW
1079
DiNuzzo Private Wealth
Pennsylvania
$4.49K +$1.58K +11 +50%
CSB
1080
City State Bank
Iowa
$4.36K +$575 +4 +14%
EPG
1081
Estate Planners Group
Pennsylvania
$4.33K +$4.6K +32 New
AW
1082
Avion Wealth
Texas
$4K -$863 -6 -17%
HCM
1083
Hollencrest Capital Management
California
$3.95K
YDMI
1084
Y.D. More Investments
Israel
$3.63K +$1.22M +8,513 New
PP
1085
Pacifica Partners
Canada
$3.56K
DIP
1086
DT Investment Partners
Pennsylvania
$3.4K
CPG
1087
Cornerstone Planning Group
New Jersey
$3.26K -$144K -1,001 -98%
EW
1088
Elyxium Wealth
California
$3.14K +$3.31K +23 New
GFL
1089
Granite FO LLC
New Hampshire
$3.13K
BFS
1090
Bare Financial Services
Pennsylvania
$2.86K
BHWM
1091
Bay Harbor Wealth Management
Maryland
$2.86K +$1.29K +9 +75%
GSWM
1092
Golden State Wealth Management
California
$2.73K
JGIA
1093
Jackson Grant Investment Advisers
Connecticut
$2.72K
MWA
1094
Medallion Wealth Advisors
Connecticut
$2.72K
CFM
1095
Cornerstone Financial Management
Massachusetts
$2.45K +$2.59K +18 New
KSB
1096
Kennebec Savings Bank
Maine
$2.18K
CFG
1097
Clayton Financial Group
Missouri
$2.18K +$2.3K +16 New
LB
1098
Legacy Bridge
Iowa
$2.18K +$2.3K +16 New
TFA
1099
Transamerica Financial Advisors
Florida
$2.05K -$863 -6 -29%
PCM
1100
Penserra Capital Management
California
$2K