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Expensify

98 hedge funds and large institutions have $96.7M invested in Expensify in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
27
Closed
11
Calls
$473K
Puts
$20K
Net Calls
+$453K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$208K +$42.5K +13,972 +26%
WANY
52
Wealthspire Advisors (New York)
New York
$201K
WG
53
Winton Group
United Kingdom
$201K +$23.7K +7,784 +13%
Bank of America
54
Bank of America
North Carolina
$198K -$457K -150,172 -70%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$170K -$24K -7,825 -12%
ECM
56
ExodusPoint Capital Management
New York
$159K +$76.7K +25,231 +93%
Vontobel Holding
57
Vontobel Holding
Switzerland
$159K +$159K +52,174 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$156K -$2.38K -783 -2%
JFG
59
Jefferies Financial Group
New York
$153K -$28.1K -9,237 -15%
DTL
60
Dynamic Technology Lab
Singapore
$142K +$142K +46,916 New
PAS
61
Point72 Asia (Singapore)
Singapore
$137K -$70.4K -23,148 -34%
IQI
62
Integrated Quantitative Investments
Washington
$136K +$638 +210 +0.5%
B
63
Bailard
California
$133K
LP
64
LMR Partners
United Kingdom
$125K +$125K +40,972 New
QC
65
Quantessence Capital
New York
$122K +$122K +40,000 New
Victory Capital Management
66
Victory Capital Management
Texas
$89.9K +$89.9K +29,580 New
SG Americas Securities
67
SG Americas Securities
New York
$86K +$50.4K +16,513 +141%
HighTower Advisors
68
HighTower Advisors
Illinois
$83.3K
BHCM
69
Brevan Howard Capital Management
Jersey
$78.7K +$78.7K +25,896 New
SHGA
70
Sand Hill Global Advisors
California
$73.3K -$9.38K -3,087 -11%
DC
71
Diametric Capital
Massachusetts
$68.6K +$68.6K +22,552 New
OQS
72
Occudo Quantitative Strategies
Florida
$62.3K -$79.2K -25,474 -56%
RS
73
R Squared
Hong Kong
$57.1K +$15.8K +5,190 +38%
Citigroup
74
Citigroup
New York
$45.1K -$545K -179,303 -92%
Simplex Trading
75
Simplex Trading
Illinois
$45K -$17.8K -5,992 -28%