We are live on ! Find out more
EXPO icon

Exponent

373 hedge funds and large institutions have $5.46B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,708% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $12K

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.47B → $5.46B (+$990M)

5% more funds holding

Funds holding: 354373 (+19)

0.86% more ownership

Funds ownership: 92.66%93.51% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

Holders
373
Holders Change
+19
Holders Change %
+5.37%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
131
Reduced
137
Closed
33
Calls
$2.02M
Puts
$12K
Net Calls
+$2M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$13.9K
WSFS
327
Wilmington Savings Fund Society
Delaware
$13.5K +$12.2K +117 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K +$11.1K +106 New
CFGS
329
Concourse Financial Group Securities
Alabama
$11.8K +$941 +9 +10%
LC
330
Lindbrook Capital
California
$11.2K
GFPC
331
Global Financial Private Client
Florida
$11.1K +$10K +96 New
PWMG
332
Private Wealth Management Group
New Jersey
$10.8K
LSA
333
Leonteq Securities AG
Switzerland
$9.57K
FNWA
334
Financial Network Wealth Advisors
Utah
$8.53K +$314 +3 +4%
SPIA
335
Steward Partners Investment Advisory
New York
$8.41K +$4.29K +41 +128%
Mitsubishi UFJ Asset Management
336
Mitsubishi UFJ Asset Management
Japan
$7.72K
WT
337
Whittier Trust
California
$7.03K +$6.38K +61 New
AF
338
Advisornet Financial
Minnesota
$6.92K -$3.03K -29 -33%
GWM
339
Geneos Wealth Management
Colorado
$6.8K +$6.17K +59 New
RIL
340
Rothschild Investment LLC
Illinois
$6.34K +$3.14K +30 +120%
HCP
341
Hexagon Capital Partners
Arkansas
$6.22K -$18.6K -178 -77%
SAM
342
Smartleaf Asset Management
Massachusetts
$6.12K +$3.56K +34 +170%
GM
343
GeoWealth Management
Illinois
$6.11K +$5.54K +53 New
ATS
344
Ashton Thomas Securities
New York
$5.53K +$5.02K +48 New
AA
345
Addison Advisors
Vermont
$5.3K +$4.81K +46 New
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$5.19K +$2.09K +20 +80%
FFO
347
Fortitude Family Office
Arizona
$4.73K +$4.29K +41 New
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.5K
ETS
349
ESL Trust Services
New York
$4.26K
AS
350
Altshuler Shaham
Israel
$4.04K -$314 -3 -8%

EXPO Hedge Fund Activity: Q3 2024 in Review

373 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2024, worth a combined $5.46B — up 22% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXPO positions and 33 closed out — a net gain of 22 holders — while 131 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Fundsmith LLP, cutting an estimated $19M.

  • 373 institutional investors held Exponent (EXPO) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.46B of Exponent stock for Q3 2024, up 22% quarter-over-quarter.
  • 55 funds opened new Exponent positions in Q3 2024 and 33 closed out, a net change of +22 holders.
  • The largest Exponent buyer in Q3 2024 was JP Morgan Chase, an estimated $25.6M added.
  • The largest Exponent seller in Q3 2024 was Fundsmith LLP, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.