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Exponent

356 hedge funds and large institutions have $3.29B invested in Exponent in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $9.59M | Put options by funds: $2.83M

1.67% more ownership

Funds ownership: 93.33%95% (+1.7%)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% more capital invested

Capital invested by funds: $3.27B → $3.29B (+$17.7M)

1% less funds holding

Funds holding: 359356 (-3)

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 144

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
4.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
126
Reduced
144
Closed
50
Calls
$9.59M
Puts
$2.83M
Net Calls
+$6.75M
Net Calls Change
+$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
AssuredPartners Investment Advisors
Florida
$250K +$253K +3,595 New
LA
227
LVW Advisors
New York
$246K -$68.9K -981 -22%
HR
228
Hardy Reed
Mississippi
$246K +$26.1K +371 +12%
ACM
229
Aquatic Capital Management
Illinois
$246K -$1.87M -26,557 -88%
AWM
230
AE Wealth Management
Kansas
$239K +$33.5K +477 +16%
IP
231
Isthmus Partners
Wisconsin
$235K +$238K +3,390 New
Universal-Beteiligungs- und Servicegesellschaft
232
Universal-Beteiligungs- und Servicegesellschaft
Germany
$234K -$1.02M -14,527 -81%
MYIA
233
Mount Yale Investment Advisors
Colorado
$234K +$237K +3,368 New
CWM
234
CIBC World Markets
New York
$234K +$236K +3,365 New
HFO
235
Heritage Family Offices
Arizona
$233K -$19.1K -272 -7%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$232K +$180K +2,566 +332%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$223K
NC
238
nVerses Capital
Florida
$218K +$221K +3,144 New
MIM
239
Marco Investment Management
Georgia
$214K
BEI
240
Benjamin Edwards Inc
Missouri
$207K +$209K +2,974 New
TRCT
241
Tower Research Capital (TRC)
New York
$203K -$232K -3,303 -53%
ATC
242
Argent Trust Co
Tennessee
$200K +$202K +2,880 New
C
243
Covestor
United Kingdom
$186K -$50.9K -724 -21%
QCG
244
Quadrant Capital Group
Ohio
$184K -$299K -4,251 -62%
HNB
245
Hilltop National Bank
Wyoming
$165K
RPA
246
Redwood Park Advisors
California
$157K +$140 +2 +0.1%
Federated Hermes
247
Federated Hermes
Pennsylvania
$156K -$159K -2,263 -50%
SO
248
STRS Ohio
Ohio
$139K +$14K +200 +11%
GRP
249
Global Retirement Partners
California
$137K +$126K +1,793 +1,002%
BC
250
Bayforest Capital
United Kingdom
$114K +$116K +1,648 New

EXPO Hedge Fund Activity: Q4 2025 in Review

356 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2025, worth a combined $3.29B — up 0.54% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EXPO positions and 50 closed out — a net gain of 4 holders — while 126 added to existing stakes and 144 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $22.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.3M.

  • 356 institutional investors held Exponent (EXPO) as of Q4 2025, down from 359 in Q3 2025.
  • Funds reported $3.29B of Exponent stock for Q4 2025, up 0.54% quarter-over-quarter.
  • 54 funds opened new Exponent positions in Q4 2025 and 50 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q4 2025 was First Trust Advisors, an estimated $22.4M added.
  • The largest Exponent seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2025.