Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

XP INC (XP)

349 + Investors. Track Smart Money conviction in XP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — XP

Based on 328 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
328 hedge funds hold XP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

193 buying160 selling
Last quarter: 193 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~64 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 62 → 66 → 64. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
157 out of 328 hedge funds have held XP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -86%

Value
-86%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -86%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

67 → 55 → 62 → 66 → 64 new funds/Q
New funds entering each quarter: 55 → 62 → 66 → 64. A growing number of institutions are discovering XP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 349 current holders: 199 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
42 of 328 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XP

How many hedge funds hold XP — quarterly history vs. share price
Quarterly hedge fund ownership of XP vs. share price

Market Analysis: XP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XP
2026 Q1 Stats Unlock in 14 days 349 + Investors

Track Smart Money conviction in XP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 349 337 3.56%
13F Shares 371M 350M 5.98%
Total Value $6.05B $44.71B -86.46%
New Positions 67 67 -
Increased Positions 156 138 +18
Closed Positions 51 56 -5
Reduced Positions 147 143 +4
Total Calls 12 14 -14.29%
Total Puts 12 15 -20.0%
PUT/CALL Ratio 1.0 1.07 Neutral

Statistics: XP

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

349 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XP. Verified SEC 13F-HR filings.

Top 25 institutional holders of XP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seafarer Capital Partners, LLC 16.48% 3,771,000 $71.8M
2 ARGA Investment Management, LP 12.94% 20,699,135 $394.1M
3 Truxt Investmentos Ltda. 6.95% 568,151 $10.8M
4 Ninety One North America, Inc. 1.65% 1,924,627 $36.6M
5 Verde Servicos Internacionais S.A. 0.99% 168,923 $3K
6 Ninety One UK Ltd 0.36% 8,055,677 $153.4M
7 OneAscent Investment Solutions LLC 0.31% 16,289 $310K
8 Aware Super Pty Ltd as trustee of Aware Super 0.23% 797,491 $15.2M
9 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.19% 19,663 $374K
10 Legacy Wealth Asset Management, LLC 0.15% 33,132 $631K
11 Inspire Investing, LLC 0.14% 89,121 $1.7M
12 OneAscent Wealth Management LLC 0.13% 21,040 $401K
13 Drucker Wealth 3.0, LLC 0.12% 36,176 $689K
14 Banque Cantonale Vaudoise 0.11% 160,000 $3.0M
15 INVESTMENT HOUSE LLC 0.09% 93,120 $1.8M
16 TWIN CAPITAL MANAGEMENT INC 0.09% 36,376 $693K
17 Outlook Wealth Advisors, LLC 0.09% 18,907 $360K
18 TRIGLAV INVESTMENTS, D.O.O. 0.08% 60,033 $1.1M
19 BW Gestao de Investimentos Ltda. 0.07% 105,108 $2.0M
20 Assenagon Asset Management S.A. 0.06% 1,930,445 $36.8M
21 Paragon Capital Management Ltd 0.05% 12,787 $243K
22 Covestor Ltd 0.05% 3,629 —
23 LBP AM SA 0.05% 182,623 $3.5M
24 DELTEC ASSET MANAGEMENT LLC 0.05% 13,000 $248K
25 Robeco Institutional Asset Management B.V. 0.04% 1,656,177 $31.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — XP INC (XP)

What does the Smart Money Trend signal show for XP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XP?

Slight buying edge — 55% buying: Last quarter: 193 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XP holders?

Elite ownership — 48% AUM from top-100 funds: 42 of 328 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XP?

48% of holders stayed for 2+ years: 157 out of 328 hedge funds have held XP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.