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Exponent
EXPO

Overview Fund Activity

361 hedge funds and large institutions have $3.65B invested in Exponent in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 126 reducing their positions, and 60 closing their positions.

Holders
361
Holders Change
-28
Holders Change %
-7.2%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
146
Reduced
126
Closed
60
Calls
$740K
Puts
$351K
Net Calls
+$389K
Net Calls Change
+$908K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$13.2M
5
BAMCO Inc
5
BAMCO Inc
New York
$37.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$120M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$0
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$55.8M
4
CF
4
Corebridge Financial
Texas
$0
5
PC
5
Pier Capital
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$3.51K 47 +5 +12%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$3.06K 41 +2 +5%
FNWA
328
Financial Network Wealth Advisors
Utah
$3K 40 – –
CA
329
CoreCap Advisors
Michigan
$2.99K 40 +18 +82%
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95K 39 – –
WA
331
WPG Advisers
Maryland
$2.84K 38 -36 -49%
CTWM
332
Cherry Tree Wealth Management
Minnesota
$2.54K 34 – –
CT
333
Colonial Trust
South Carolina
$2.51K 34 – –
WWM
334
Wolff Wiese Magana
California
$2.47K 33 – –
GBT
335
Grove Bank & Trust
Florida
$2.24K 30 -1 -3%
AF
336
Advisornet Financial
Minnesota
$2.02K 27 -21 -44%
NFSG
337
Newbridge Financial Services Group
Florida
$1.81K 24 – –
KIM
338
Kestra Investment Management
Texas
$1.74K 22 +7 +47%
MCM
339
Manchester Capital Management
Vermont
$1.64K 22 -9 -29%
W
340
WealthCollab
Washington
$1.42K 19 – –
SS
341
SBI Securities
Japan
$1.35K 18 – –
AA
342
Ancora Advisors
Ohio
$1.35K 18 +18 New
AssetMark Inc
343
AssetMark Inc
California
$1.2K 16 +14 +700%
KG
344
Kilter Group
New York
$1.12K 15 +15 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$822 11 -3 -21%
NC
346
NewSquare Capital
Pennsylvania
$672 9 +9 New
TWD
347
True Wealth Design
Ohio
$598 8 +2 +33%
STB
348
S&T Bank
Pennsylvania
$523 7 +7 New
HFS
349
Hughes Financial Services
Virginia
$500 7 +1 +17%
WA
350
Whipplewood Advisors
Colorado
$448 6 -320 -98%
12 13
14
15 16