Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xerox Holdings Corp (XRX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -29
Streak
4Q ▼
Buyers last Q
44%

Smart Money Signals — XRX

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 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.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 224 funds hold XRX today versus a peak of 327 funds at 2024 Q1 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 28% fewer funds vs a year ago

fund count last 6Q
85 fewer hedge funds hold XRX compared to a year ago (-28% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

112 buying143 selling
Last quarter: 143 funds reduced or exited vs 112 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 43 → 43 → 34. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 14% medium ■ 16% new
156 out of 224 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 -15%, value -53%

Value
-53%
Shares
-15%
Last quarter: funds added -15% more shares while total portfolio value only changed -53%. 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

64 → 49 → 43 → 43 → 34 new funds/Q
New funds entering each quarter: 49 → 43 → 43 → 34. 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 — 76% of holders stayed 2+ years

■ 76% veterans ■ 7% 1-2yr ■ 16% new
Of 242 current holders: 185 (76%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
39 of 224 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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.

Institutional Sentiment Summary — XRX

In 2026 Q1, 112 hedge funds were net buyers of XRX (34 opened a new position, 78 added to an existing one), while 143 reduced or exited (80 trimmed, 63 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 36% of total institutional value in XRX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -29 funds (more exits than new entries). Total institutional holders: 224.

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

-- --

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

Is It Too Late to Buy Xerox Holdings Corp (XRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XRX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
XRX
+134.1%
XLI
+11.9%

XRX outperformed XLI by +122.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
XRX
+24.3%
XLI
+5.5%

Since the filing became public, XRX outperformed XLI by +18.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: XRX
224 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 224 253 -11.46%
13F Shares 106M 124M -15.02%
Total Value $138M $296M -53.34%
New Positions 34 43 -9
Increased Positions 68 74 -6
Closed Positions 63 69 -6
Reduced Positions 78 93 -15
Total Calls 10 12 -16.67%
Total Puts 16 21 -23.81%
PUT/CALL Ratio 1.6 1.75 Bearish

Statistics: XRX

View More

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)

224 + investors

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

QUARTER:
Top 25 XRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kore Advisors LP 2.59% 1,862,700 $2.4M
2 Mork Capital Management, LLC 0.34% 375,000 $484K
3 DLD Asset Management, LP 0.22% 1,850,000 $2.4M
4 PayPay Securities Corp 0.08% 1,380 $2K
5 SummerHaven Investment Management, LLC 0.07% 87,108 $112K
6 Alpine Global Management, LLC 0.05% 281,841 $364K
7 Atom Investors LP 0.05% 563,642 $727K
8 BW Gestao de Investimentos Ltda. 0.05% 1,195,080 $1.5M
9 Lombard Odier Asset Management (USA) Corp 0.05% 350,000 $452K
10 Lombard Odier Asset Management (USA) Corp 0.05% 350,000 $452K
11 Cable Car Capital, LP 0.04% 100,000 $129K
12 Kovack Advisors, Inc. 0.04% 646,850 $815K
13 Paradigm Capital Management Inc/Ny 0.04% 880,000 $1.1M
14 Private Management Group Inc 0.04% 959,071 $1.2M
15 Summit Securities Group LLC 0.03% 200,600 $259K
16 Whitebox Advisors LLC 0.03% 2,000,000 $2.6M
17 Mission Financial Group, LLC 0.03% 24,054 $31K
18 Caitong International Asset Management Co., Ltd 0.03% 111,299 $144K
19 Williams & Novak, LLC 0.02% 19,615 $25K
20 Bridgeway Capital Management, LLC 0.02% 586,239 $756K
21 Opinicus Capital, INC. 0.01% 14,841 $19K
22 Segall Bryant & Hamill, LLC 0.01% 432,805 $757K
23 S Harris Financial Group, LLC 0.01% 10,397 $13K
24 Two Sigma Advisers, LP 0.01% 2,584,650 $6.1M
25 Wolverine Asset Management LLC 0.01% 940,500 $1.2M
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 — 4 quarters in a row: For 4 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 — 44% buying: Last quarter: 143 funds reduced or exited vs 112 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?

Strong quality — 36% AUM from major funds: 39 of 224 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XRX?

70% of holders stayed for 2+ years: 156 out of 224 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.

Is it too late to buy Xerox Holdings Corp (XRX) following the 2026 Q1 hedge fund 13F filings?

As of today, XRX has moved +24.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +18.8%. Since the quarter end (March 31, 2026), XRX has gained +134.1% vs +11.9% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Full history →