Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xp Inc (XP)

354 + 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
4Q ▲
Buyers last Q
59%

Smart Money Signals — XP

Based on 356 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
356 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

224 buying153 selling
Last quarter: 224 funds bought or added vs 153 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 — ~70 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 63 → 68 → 65 → 70. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 25% new
163 out of 356 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.
➡️

Steady discovery — ~70 new funds/quarter

56 → 63 → 68 → 65 → 70 new funds/Q
New funds entering each quarter: 63 → 68 → 65 → 70. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 378 holders: 219 (58%) are 2+ year veterans, 58 entered 1–2 years ago, and 101 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
64 of 355 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — XP

In 2026 Q1, 224 hedge funds were net buyers of XP (70 opened a new position, 154 added to an existing one), while 153 reduced or exited (98 trimmed, 55 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in XP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 356.

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.

Is It Too Late to Buy Xp Inc (XP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XP has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 47d ago
XP
-2.7%
XLF
+8.5%

XP outperformed XLF by -11.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
XP
+0.0%
XLF
+0.0%

Since the filing became public, XP outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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 5 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: XP
2026 Q2 Stats Unlock in 3 days 354 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 354 341 3.81%
13F Shares 343M 373M -7.92%
Total Value $6.38B $6.09B 4.67%
New Positions 70 65 +5
Increased Positions 148 130 +18
Closed Positions 56 49 +7
Reduced Positions 93 109 -16
Total Calls 12 12 -
Total Puts 11 12 -8.33%
PUT/CALL Ratio 0.92 1.0 Neutral

Statistics: XP

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

354 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 XP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JGP Global Gestao de Recursos Ltda. 23.57% 657,219 $10.7M
2 Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 20.21% 1,837,985 $29.9M
3 Seafarer Capital Partners, LLC 14.65% 3,911,000 $63.6M
4 General Atlantic, L.P. 11.50% 20,566,133 $334.4M
5 ARGA Investment Management, LP 10.22% 24,643,382 $400.7M
6 SPX Gestao de Recursos Ltda 8.72% 4,813,132 $78.3M
7 Praetorian PR LLC 7.90% 1,525,000 $24.8M
8 Oaktree Fund Advisors, LLC 6.17% 219,319 $3.6M
9 Sagil Capital LLP 5.81% 1,000,000 $16.3M
10 Triveni Capital Investments LP 4.68% 241,362 $3.9M
11 Atmos Capital Gestao de Recursos LTDA. 4.28% 2,191,200 $35.6M
12 Atmos Capital Gestao de Recursos LTDA. 4.07% 2,082,802 $33.9M
13 Fourth Sail Capital LP 3.70% 1,500,660 $24.4M
14 Wealth High Governance Asset Management Ltda. 1.79% 610,262 $10.0M
15 Endure Capital Management, LLC 1.67% 461,977 $7.5M
16 Ninety One North America, Inc. 1.39% 1,822,045 $29.6M
17 Matthews International Capital Management LLC 1.09% 195,202 $3.2M
18 Oaktree Capital Management LP 0.70% 3,116,809 $50.7M
19 GAM Holding AG 0.56% 335,463 $6.4M
20 Point Nemo Capital, LLC 0.56% 67,788 $1.1M
21 Itau Unibanco Holding S.A. 0.35% 1,123,028 $18.3M
22 Ninety One UK Ltd 0.29% 8,058,589 $131.0M
23 Fairtree Asset Management (Pty) Ltd 0.28% 44,497 $724K
24 Dodge & Cox 0.28% 32,564,312 $529.5M
25 Qsemble Capital Management, LP 0.26% 126,558 $2.1M
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 — 4 quarters in a row: For 4 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 — 59% buying: Last quarter: 224 funds bought or added vs 153 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 — 64% AUM from top-100 funds: 64 of 355 holders are among the 100 largest funds by AUM, controlling 64% 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?

46% of holders stayed for 2+ years: 163 out of 356 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.

Is it too late to buy Xp Inc (XP) following the 2026 Q2 hedge fund 13F filings?

As of today, XP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), XP has gained -2.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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