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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
SOW
251
State of Wyoming
Wyoming
$239K -$30.1K -389 -11%
LA
252
Lindenwold Advisors
Pennsylvania
$237K -$12K -155 -5%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$237K +$9.3K +120 +4%
FT
254
Fiduciary Trust
Massachusetts
$235K +$10.3K +133 +4%
FFA
255
Farther Finance Advisors
California
$233K -$12.6K -162 -5%
MIM
256
Marco Investment Management
Georgia
$230K
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$230K -$495K -6,382 -68%
FC
258
FORA Capital
Florida
$228K +$237K +3,058 New
UAML
259
US Asset Management LLC
Pennsylvania
$228K -$5.81K -75 -2%
PWG
260
Portside Wealth Group
Utah
$224K +$852 +11 +0.4%
I
261
InceptionR
California
$218K -$97.6K -1,259 -30%
Corient Private Wealth
262
Corient Private Wealth
Florida
$215K -$13.3K -172 -6%
NAAA
263
New Age Alpha Advisors
New York
$214K -$5.27K -68 -2%
DTL
264
Dynamic Technology Lab
Singapore
$204K +$212K +2,730 New
IP
265
Intellectus Partners
California
$202K
AO
266
Advisor OS
Illinois
$200K -$12.3K -159 -6%
EWA
267
EverSource Wealth Advisors
Alabama
$170K -$66.8K -862 -28%
RPA
268
Redwood Park Advisors
California
$169K +$155 +2 +0.1%
HNB
269
Hilltop National Bank
Wyoming
$167K +$173K +2,239 New
C
270
Covestor
United Kingdom
$159K +$27K +349 +20%
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$152K +$158K +2,038 New
PFBT
272
Parkside Financial Bank & Trust
Missouri
$130K -$387 -5 -0.3%
KBC Group
273
KBC Group
Belgium
$108K -$64.7K -835 -37%
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
$97.1K
CA
275
Clearstead Advisors
Ohio
$80.2K +$2.94K +38 +4%

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.