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Exponent

368 hedge funds and large institutions have $3.66B invested in Exponent in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 150 increasing their positions, 130 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $627K

15% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 130

2.81% more ownership

Funds ownership: 93.64%96.44% (+2.8%)

5% less capital invested

Capital invested by funds: $3.86B → $3.66B (-$201M)

6% less funds holding

Funds holding: 393368 (-25)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
368
Holders Change
-25
Holders Change %
-6.36%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
150
Reduced
130
Closed
60
Calls
$2.39M
Puts
$627K
Net Calls
+$1.76M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
226
Impact Capital Partners
Colorado
$350K +$852 +11 +0.2%
B
227
BetterWealth
California
$349K
TPI
228
Trust Point Inc
Wisconsin
$344K -$138K -1,780 -28%
ET
229
Entropy Technologies
New York
$340K -$170K -2,200 -33%
Lido Advisors
230
Lido Advisors
California
$339K +$8.99K +116 +3%
SFA
231
Sequoia Financial Advisors
Ohio
$330K +$343K +4,423 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$314K +$2.71K +35 +0.8%
1C
233
111 Capital
France
$308K -$67.2K -867 -17%
XT
234
XTX Topco
Cayman Islands
$308K +$83.5K +1,077 +35%
Franklin Resources
235
Franklin Resources
California
$304K +$13.4K +173 +4%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$300K -$391K -5,051 -56%
SI
237
Stephens Inc
Arkansas
$298K +$38.4K +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 -$25.2K -325 -8%
WA
241
Wealth Alliance
New York
$278K +$10.8K +140 +4%
HR
242
Hardy Reed
Mississippi
$273K -$15.1K -195 -5%
NWAG
243
Net Worth Advisory Group
Utah
$263K +$9.99K +129 +4%
CGH
244
Crossmark Global Holdings
Texas
$262K +$3.8K +49 +1%
RFC
245
Regions Financial Corp
Alabama
$262K -$33.7K -435 -11%
TC
246
TownSquare Capital
Utah
$258K -$2.26M -29,131 -89%
IP
247
Isthmus Partners
Wisconsin
$253K
SO
248
STRS Ohio
Ohio
$247K -$46.5K -600 -15%
HighTower Advisors
249
HighTower Advisors
Illinois
$245K -$111K -1,435 -30%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$244K +$6.97K +90 +3%

EXPO Hedge Fund Activity: Q2 2025 in Review

368 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2025, worth a combined $3.66B — down 5.2% from $3.86B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of EXPO and 39 opened new positions — a net loss of 21 holders — while 130 trimmed existing stakes and 150 added.

The largest buyer was Royal Bank of Canada, adding an estimated $26.3M. The largest seller was Neuberger Berman Group, cutting an estimated $19M.

  • 368 institutional investors held Exponent (EXPO) as of Q2 2025, down from 393 in Q1 2025.
  • Funds reported $3.66B of Exponent stock for Q2 2025, down 5.2% quarter-over-quarter.
  • 39 funds opened new Exponent positions in Q2 2025 and 60 closed out, a net change of -21 holders.
  • The largest Exponent buyer in Q2 2025 was Royal Bank of Canada, an estimated $26.3M added.
  • The largest Exponent seller in Q2 2025 was Neuberger Berman Group, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.