XP INC (XP) — Hedge Fund Ownership Q4 2025
XP
- XP INC (XP) is held by 2 of 82 tracked hedge funds, with Oaktree Capital Management (1%) and Dodge & Cox (0.3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in XP holdings came from Oaktree Capital Management (+63%), highlighting conviction.
- The biggest decreases in XP holdings came from Dodge & Cox (-2%), suggesting profit-taking or de-risking.
- 1 hedge fund exited XP.
- Overall, hedge funds decreased exposure to XP INC (XP) by -5% vs the prior quarter and -24% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Oaktree Capital Management Howard Marks
|
0.88% | 3.3M | +63.32% | — | $54.4M | $16.37 | — |
| 2 |
Dodge & Cox
|
0.30% | 34.0M | -1.50% | -21.30% | $555.9M | $16.37 | — |
| — |
Causeway Capital Management
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 37.3M | -4.53% | -24.33% | $610.3M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.