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Exponent
EXPO

Overview Fund Activity

363 hedge funds and large institutions have $3.66B invested in Exponent in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-26
Holders Change %
-6.68%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
148
Reduced
126
Closed
60
Calls
$2.39M
Puts
$627K
Net Calls
+$1.76M
Net Calls Change
+$2.28M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$13.2M
5
BAMCO Inc
5
BAMCO Inc
New York
$37.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$120M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$0
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$55.8M
4
CF
4
Corebridge Financial
Texas
$0
5
PC
5
Pier Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICP
226
Impact Capital Partners
Colorado
$350K +$822 +11 +0.2%
B
227
BetterWealth
California
$349K – – –
TPI
228
Trust Point Inc
Wisconsin
$344K -$133K -1,780 -28%
ET
229
Entropy Technologies
New York
$340K -$164K -2,200 -33%
Lido Advisors
230
Lido Advisors
California
$339K +$8.67K +116 +3%
SFA
231
Sequoia Financial Advisors
Ohio
$330K +$330K +4,423 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$314K +$2.62K +35 +0.8%
1C
233
111 Capital
France
$308K -$64.8K -867 -17%
XT
234
XTX Topco
Cayman Islands
$308K +$80.5K +1,077 +35%
Franklin Resources
235
Franklin Resources
California
$304K +$12.9K +173 +4%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$300K -$377K -5,051 -56%
SI
237
Stephens Inc
Arkansas
$298K +$37.1K +496 +14%
HFO
238
Heritage Family Offices
Arizona
$286K – – –
SAM
239
Securian Asset Management
Minnesota
$284K – – –
CICI
240
Capital Investment Counsel Inc
North Carolina
$278K -$24.3K -325 -8%
WA
241
Wealth Alliance
New York
$278K +$10.5K +140 +4%
HR
242
Hardy Reed
Mississippi
$273K -$14.6K -195 -5%
NWAG
243
Net Worth Advisory Group
Utah
$263K +$9.64K +129 +4%
CGH
244
Crossmark Global Holdings
Texas
$262K +$3.66K +49 +1%
RFC
245
Regions Financial Corp
Alabama
$262K -$32.5K -435 -11%
TC
246
TownSquare Capital
Utah
$258K -$2.18M -29,131 -89%
IP
247
Isthmus Partners
Wisconsin
$253K – – –
SO
248
STRS Ohio
Ohio
$247K -$44.8K -600 -15%
HighTower Advisors
249
HighTower Advisors
Illinois
$245K -$107K -1,435 -30%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$244K +$6.73K +90 +3%
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