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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
FFO
301
Fortitude Family Office
Arizona
$17.3K +$17K +220 +1,833%
Jones Financial Companies
302
Jones Financial Companies
Missouri
$17.3K +$310 +4 +2%
WIM
303
Westside Investment Management
California
$17K
RA
304
Rise Advisors
New York
$16.1K +$77 +1 +0.5%
IA
305
IFP Advisors
Florida
$15.2K +$1.71K +22 +28%
HFS
306
Hantz Financial Services
Michigan
$15K +$2.33K +30 +18%
HWM
307
Hemington Wealth Management
Virginia
$14K +$77 +1 +0.5%
GRP
308
Global Retirement Partners
California
$14K +$14.5K +187 New
WT
309
Whittier Trust
California
$13.7K +$14.3K +184 New
CIAM
310
Caitong International Asset Management
Hong Kong
$13.4K -$74.9K -967 -84%
Barrow, Hanley, Mewhinney & Strauss
311
Barrow, Hanley, Mewhinney & Strauss
Texas
$13K +$13.5K +174 New
WBC
312
West Branch Capital
Massachusetts
$12.7K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$12.6K +$1.08K +14 +9%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
BA
315
Bellwether Advisors
Nebraska
$10.2K +$10.6K +137 New
MCM
316
MAI Capital Management
Ohio
$9.04K
Simplex Trading
317
Simplex Trading
Illinois
$9K +$9.38K +121 New
MSWA
318
Marshall & Sterling Wealth Advisors
New York
$8.96K
QL
319
Quarry LP
New York
$7.92K -$25.9K -334 -76%
SWM
320
Spire Wealth Management
Virginia
$7.84K -$14.5K -187 -64%
SAM
321
Smartleaf Asset Management
Massachusetts
$7.79K -$14.7K -190 -64%
WSFS
322
Wilmington Savings Fund Society
Delaware
$7.55K
BIA
323
Bell Investment Advisors
California
$7.1K -$10.5K -135 -59%
RIL
324
Rothschild Investment LLC
Illinois
$7.1K +$775 +10 +12%
HCA
325
Harbor Capital Advisors
Illinois
$7K +$1.47K +19 +27%

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.