Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xerox Holdings Corp (XRX)

230 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — XRX

Based on 240 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XRX 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.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
240 funds currently hold this stock — 73% of the 3.0-year high of 328 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
60 fewer hedge funds hold XRX compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

145 buying107 selling
Last quarter: 145 funds bought or added vs 107 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 (+21 vs last Q)

new funds entering per quarter
Funds opening a new XRX position: 43 → 43 → 35 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 12% medium ■ 19% new
165 out of 240 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.
💰

Value +152% but shares only +6% — price-driven

Value
+151%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +152%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~56 new funds/quarter

50 → 43 → 43 → 35 → 56 new funds/Q
New funds entering each quarter: 43 → 43 → 35 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 18% newcomers

■ 76% veterans ■ 6% 1-2yr ■ 18% new
Entry-cohort mix of 259 holders: 197 (76%) are 2+ year veterans, 15 entered 1–2 years ago, and 47 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
43 of 231 holders are among the 100 largest funds by AUM, controlling 59% 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.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 Q2, 145 hedge funds were net buyers of XRX (56 opened a new position, 89 added to an existing one), while 107 reduced or exited (64 trimmed, 43 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 59% of total institutional value in XRX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 240.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XRX
230 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 230 227 1.32%
13F Shares 112M 106M 6.08%
Total Value $349M $139M 150.66%
New Positions 56 35 +21
Increased Positions 84 68 +16
Closed Positions 44 62 -18
Reduced Positions 57 79 -22
Total Calls 10 10 -
Total Puts 18 16 12.5%
PUT/CALL Ratio 1.8 1.6 Bearish

Statistics: XRX

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

230 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kore Advisors LP 6.06% 1,862,700 $5.8M
2 Mork Capital Management, LLC 0.75% 375,000 $1.2M
3 DLD Asset Management, LP 0.63% 3,075,000 $9.6M
4 Greenland Capital Management LP 0.29% 750,000 $2.3M
5 Converium Capital Inc. 0.23% 575,000 $1.8M
6 BW Gestao de Investimentos Ltda. 0.20% 3,248,819 $10.2M
7 Paradigm Capital Management Inc/Ny 0.15% 1,797,300 $5.6M
8 Lombard Odier Asset Management (USA) Corp 0.15% 350,000 $1.1M
9 Lombard Odier Asset Management (USA) Corp 0.15% 350,000 $1.1M
10 SummerHaven Investment Management, LLC 0.15% 87,108 $273K
11 Kovack Advisors, Inc. 0.11% 720,850 $2.2M
12 Odyssean, LLC 0.10% 203,988 $638K
13 Headlands Technologies LLC 0.08% 248,792 $779K
14 Whitebox Advisors LLC 0.08% 2,000,000 $6.3M
15 Private Management Group Inc 0.08% 934,045 $2.9M
16 Summit Securities Group LLC 0.06% 201,300 $630K
17 Unifi Asset Management LP 0.06% 34,080 $81K
18 Axq Capital, LP 0.05% 142,422 $446K
19 Bridgeway Capital Management, LLC 0.03% 615,765 $1.9M
20 Coastwise Capital Group, LLC 0.03% 16,359 $51K
21 Wolverine Asset Management LLC 0.03% 940,500 $2.9M
22 S Harris Financial Group, LLC 0.03% 10,397 $33K
23 Quantbot Technologies LP 0.02% 183,432 $574K
24 LMR Partners LLP 0.02% 1,920,900 $6.0M
25 PayPay Securities Corp 0.02% 292 —
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?

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

Slight buying edge — 58% buying: Last quarter: 145 funds bought or added vs 107 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 XRX holders?

Elite ownership — 59% AUM from top-100 funds: 43 of 231 holders are among the 100 largest funds by AUM, controlling 59% 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?

69% of holders stayed for 2+ years: 165 out of 240 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.

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