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Exponent
EXPO

Overview Fund Activity

389 hedge funds and large institutions have $3.8B invested in Exponent in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+24
Holders Change %
+6.58%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
129
Reduced
127
Closed
41
Calls
$2.11M
Puts
$2.63M
Net Calls
-$519K
Net Calls Change
-$2.34M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24M
2
Millennium Management
Millennium Management
New York
+$20.9M
3
CSS
Cubist Systematic Strategies
Connecticut
+$15.3M
4
GCM
Geneva Capital Management
Wisconsin
+$14.3M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$12.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$52.8M
2
Ameriprise
Ameriprise
Minnesota
-$30.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$25.1M
4
Goldman Sachs
Goldman Sachs
New York
-$12.4M
5
BlackRock
BlackRock
New York
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
276
Numerai
California
$237K +$237K +2,921 New
AO
277
Advisor OS
Illinois
$230K -$21.3K -263 -8%
HAG
278
HighPoint Advisor Group
Illinois
$227K +$5.29K +67 +2%
IP
279
Intellectus Partners
California
$219K – – –
CCM
280
Coldstream Capital Management
Washington
$217K -$234K -2,880 -52%
QCG
281
Quadrant Capital Group
Ohio
$209K +$178K +2,193 +576%
VWM
282
Venturi Wealth Management
Texas
$206K +$973 +12 +0.5%
EFG
283
Everhart Financial Group
Ohio
$205K +$205K +2,529 New
DC
284
Davenport & Co
Virginia
$205K +$205K +2,523 New
ATC
285
Argent Trust Co
Tennessee
$201K +$201K +2,480 New
EA
286
Everpar Advisors
Oklahoma
$201K -$34.3K -423 -15%
KBC Group
287
KBC Group
Belgium
$184K – – –
RPA
288
Redwood Park Advisors
California
$183K – – –
TRCT
289
Tower Research Capital (TRC)
New York
$180K -$105K -1,299 -37%
C
290
Covestor
United Kingdom
$145K +$44.1K +543 +44%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$141K +$12.3K +152 +10%
MG
292
Mather Group
Illinois
$123K – – –
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$114K +$8.67K +107 +8%
Canada Pension Plan Investment Board
294
Canada Pension Plan Investment Board
Ontario, Canada
$105K – – –
CIAM
295
Caitong International Asset Management
Hong Kong
$93K +$91.8K +1,133 +8,093%
CA
296
Clearstead Advisors
Ohio
$83.9K -$171K -2,112 -67%
SW
297
SVB Wealth
Massachusetts
$80K +$80K +987 New
HIA
298
Harbor Investment Advisory
Maryland
$78.6K – – –
LI
299
LRI Investments
Florida
$73.6K -$44.8K -553 -38%
PS
300
Principal Securities
Iowa
$65.3K – – –
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