XPO INC (XPO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

XPO INC (XPO)

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

Smart Money Signals — XPO

Based on 562 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XPO 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

562 hedge funds hold XPO 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 — +8% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

287 buying232 selling

Last quarter: 287 funds bought or added vs 232 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.

📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter

Funds opening a new XPO position: 69 → 72 → 62 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new

343 out of 562 hedge funds have held XPO 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.

📈

Growing discovery — still being found

81 → 69 → 72 → 62 → 96 new funds/Q

New funds entering each quarter: 69 → 72 → 62 → 96. A growing number of institutions are discovering XPO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new

Of 588 current holders: 382 (65%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds

48 of 562 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XPO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	588	536	9.7%
13F Shares	126M	124M	1.48%
Total Value	$17.13B	$16.83B	1.78%
New Positions	99	62	+37
Increased Positions	234	207	+27
Closed Positions	47	69	-22
Reduced Positions	210	219	-9
Total Calls	17	16	6.25%
Total Puts	17	15	13.33%
PUT/CALL Ratio	1.0	0.94	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

588

536

9.7%

13F Shares

126M

124M

1.48%

Total Value

$17.13B

$16.83B

1.78%

New Positions

+37

Increased Positions

234

207

+27

Closed Positions

-22

Reduced Positions

210

219

-9

Total Calls

6.25%

Total Puts

13.33%

PUT/CALL Ratio

1.0

0.94

Neutral

Institutional Holders (2026 Q1)

588 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of XPO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AGMAN CAPITAL LLC	5.41%	34,960	$6.8M
2	FISHMAN JAY A LTD/MI	4.94%	284,261	$55.3M
3	TRITONPOINT WEALTH, LLC	1.98%	95,172	$18.5M
4	Redmond Asset Management, LLC	1.84%	34,682	$6.7M
5	Retireful, LLC	1.57%	5,736	$1.1M
6	JAG CAPITAL MANAGEMENT, LLC	1.43%	65,301	$12.7M
7	Gilman Hill Asset Management, LLC	0.99%	33,784	$6.6M
8	Life Planning Partners, Inc	0.95%	6,385	$1.2M
9	K.J. Harrison & Partners Inc	0.90%	28,000	$5.4M
10	BESSEMER GROUP INC	0.74%	2,420,899	$471K
11	Oliver Luxxe Assets LLC	0.70%	24,160	$4.7M
12	Douglas Lane & Associates, LLC	0.69%	244,499	$47.6M
13	Border to Coast Pensions Partnership Ltd	0.61%	184,721	$36K
14	PROMETHIUM ADVISORS,LLC	0.48%	4,762	$926K
15	Tenon Financial LLC	0.45%	5,844	$1.1M
16	RD Lewis Holdings, Inc.	0.38%	2,074	$439K
17	Cherokee Insurance Co	0.37%	5,000	$973K
18	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.34%	173,964	$33.8M
19	ANCHYRA PARTNERS LLC	0.33%	5,573	$1.1M
20	Bayforest Capital Ltd	0.30%	1,377	$268K
21	Mystic Asset Management, Inc.	0.26%	5,700	$1.1M
22	Ariston Services Group	0.26%	—	$428K
23	R Squared Ltd	0.24%	2,260	$440K
24	OneAscent Family Office, LLC	0.23%	1,662	$323K
25	GABLES CAPITAL MANAGEMENT INC.	0.22%	2,711	$527K

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 — XPO INC (XPO)

What does the Smart Money Trend signal show for XPO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XPO 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 XPO?

Slight buying edge — 55% buying: Last quarter: 287 funds bought or added vs 232 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 XPO holders?

Elite ownership — 50% AUM from top-100 funds: 48 of 562 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XPO. 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 XPO?

61% of holders stayed for 2+ years: 343 out of 562 hedge funds have held XPO 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.

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XPO INC (XPO)

Smart Money Signals — XPO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+34 vs last Q)

61% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 65% of holders stayed 2+ years

Elite ownership — 50% AUM from top-100 funds

Hedge Fund Ownership: XPO

Market Analysis: XPO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XPO

Hedge Fund Positioning: XPO

Statistics: XPO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — XPO INC (XPO)

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