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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 %
PTC
326
Private Trust Company
Ohio
$21.2K -$1.3K -16 -6%
FHA
327
First Horizon Advisors
Tennessee
$20.2K -$3.08K -38 -13%
Jones Financial Companies
328
Jones Financial Companies
Missouri
$18.8K +$576 +7 +3%
BIA
329
Bell Investment Advisors
California
$18.6K – – –
WIM
330
Westside Investment Management
California
$18.4K – – –
RA
331
Rise Advisors
New York
$17.4K -$6.74K -83 -28%
HWM
332
Hemington Wealth Management
Virginia
$15K +$1.02K +13 +7%
CHC
333
City Holding Co
West Virginia
$14.1K +$14.1K +174 New
HFS
334
Hantz Financial Services
Michigan
$14K +$14K +171 New
WBC
335
West Branch Capital
Massachusetts
$13.8K – – –
VIS
336
Vega Investment Solutions
France
$12.6K +$12.6K +155 New
OAM
337
Ostrum Asset Management
France
$12.6K -$91.2K -1,125 -88%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$12.6K -$42.6K -526 -77%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K – – –
MCM
340
MAI Capital Management
Ohio
$9.81K +$1.46K +18 +17%
MSWA
341
Marshall & Sterling Wealth Advisors
New York
$9.73K +$9.73K +120 New
BTI
342
Blue Trust Inc
Georgia
$9K – – –
AA
343
Addison Advisors
Vermont
$8.84K +$8.84K +109 New
WSFS
344
Wilmington Savings Fund Society
Delaware
$8.19K -$1.3K -16 -14%
RIL
345
Rothschild Investment LLC
Illinois
$6.89K +$3.65K +45 +113%
PWMG
346
Private Wealth Management Group
New Jersey
$6.81K -$811 -10 -11%
IA
347
IFP Advisors
Florida
$6.32K +$4.22K +52 +200%
HCA
348
Harbor Capital Advisors
Illinois
$6K +$6K +71 New
WA
349
WPG Advisers
Maryland
$6K +$1.62K +20 +37%
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$5.43K – – –
12 13
14
15 16