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Expensify

80 hedge funds and large institutions have $39.5M invested in Expensify in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
15
Reduced
34
Closed
27
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
PD
101
Point72 (DIFC)
United Arab Emirates
-$2.14K -1,160 Closed
EWA
102
EverSource Wealth Advisors
Alabama
-$1.69K -1,059 Closed
AW
103
Avion Wealth
Texas
-$1K -273 Closed
FFA
104
Farther Finance Advisors
California
-$22 -13 Closed
AWM
105
Avior Wealth Management
Nebraska
-$20 -11 Closed