Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

XEROX HOLDINGS CORP (XRX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
3Q ▼
Buyers last Q
45%

Smart Money Signals — XRX

Based on 245 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their XRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
245 funds currently hold this stock — 77% of the 3.0-year high of 317 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold XRX compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

126 buying157 selling
Last quarter: 157 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 59 → 49 → 39 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

73% conviction (2yr+) 16% medium 11% new
178 out of 245 hedge funds have held XRX 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 -19%, value -96%

Value
-96%
Shares
-19%
Last quarter: funds added -19% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

49 → 59 → 49 → 39 → 42 new funds/Q
New funds entering each quarter: 59 → 49 → 39 → 42. XRX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 80% of holders stayed 2+ years

80% veterans 7% 1-2yr 13% new
Of 268 current holders: 215 (80%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
33 of 245 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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: XRX

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

Market Analysis: XRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XRX

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

41 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XRX
2026 Q1 Stats Unlock in 21 days 268 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 268 293 -8.53%
13F Shares 124M 153M -18.99%
Total Value $295M $7.98B -96.3%
New Positions 42 41 +1
Increased Positions 112 105 +7
Closed Positions 63 60 +3
Reduced Positions 128 152 -24
Total Calls 12 12 -
Total Puts 21 22 -4.55%
PUT/CALL Ratio 1.75 1.83 Bearish

Statistics: XRX

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

268 + investors

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

Top 25 institutional holders of XRX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 0.08% 1,380 $2K
2 SummerHaven Investment Management, LLC 0.07% 87,108 $112K
3 BW Gestao de Investimentos Ltda. 0.05% 1,195,080 $1.5M
4 Williams & Novak, LLC 0.02% 19,615 $25K
5 S Harris Financial Group, LLC 0.01% 10,397 $13K
6 Prism Advisors, Inc. 0.01% 28,971 $37K
7 BRAVE ASSET MANAGEMENT INC 0.01% 29,000 $37K
8 Investors Research Corp 0.01% 28,473 $37K
9 Fruth Investment Management 0.00% 15,742
10 Marex Group plc 0.00% 12,518 $145K
11 CIDEL ASSET MANAGEMENT INC 0.00% 32,162 $41K
12 Mosley Wealth Management 0.00% 1,000 $4K
13 SBI Securities Co., Ltd. 0.00% 40,863 $53K
14 Sound Income Strategies, LLC 0.00% 19,075 $24K
15 Portman Square Capital LLP 0.00% 16,807 $22K
16 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 33,505 $43K
17 STRS OHIO 0.00% 88,300 $114K
18 Apollon Wealth Management, LLC 0.00% 10,000 $13K
19 Private Advisor Group, LLC 0.00% 28,861 $37K
20 SG Americas Securities, LLC 0.00% 105,390
21 Sterling Capital Management LLC 0.00% 3,898 $5K
22 True Wealth Design, LLC 0.00% 244
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 19,236 $24K
24 North Star Investment Management Corp. 0.00% 565
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 20,307 $26K
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 — XEROX HOLDINGS CORP (XRX)

What does the Smart Money Trend signal show for XRX?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their XRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XRX?

More sellers than buyers — 45% buying: Last quarter: 157 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XRX holders?

Elite ownership — 43% AUM from top-100 funds: 33 of 245 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XRX. 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 XRX?

73% of holders stayed for 2+ years: 178 out of 245 hedge funds have held XRX 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.