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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
KHC
326
Koesten Hirschmann & Crabtree
Kansas
$6.97K +$7.21K +93 New
PWMG
327
Private Wealth Management Group
New Jersey
$5.45K -$852 -11 -13%
Mitsubishi UFJ Asset Management
328
Mitsubishi UFJ Asset Management
Japan
$5.01K
LSA
329
Leonteq Securities AG
Switzerland
$4.63K -$1.63K -21 -25%
AF
330
Allworth Financial
California
$4.18K +$1.78K +23 +70%
SPIA
331
Steward Partners Investment Advisory
New York
$3.96K +$1.63K +21 +66%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$3.51K +$387 +5 +12%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$3.06K +$155 +2 +5%
FNWA
334
Financial Network Wealth Advisors
Utah
$3K
CA
335
CoreCap Advisors
Michigan
$2.99K +$1.4K +18 +82%
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.94K
WA
337
WPG Advisers
Maryland
$2.84K -$2.79K -36 -49%
CTWM
338
Cherry Tree Wealth Management
Minnesota
$2.54K
CT
339
Colonial Trust
South Carolina
$2.51K
WWM
340
Wolff Wiese Magana
California
$2.47K
GBT
341
Grove Bank & Trust
Florida
$2.24K -$77 -1 -3%
AF
342
Advisornet Financial
Minnesota
$2.02K -$1.63K -21 -44%
EP
343
Essential Partners
California
$1.94K +$2.02K +26 New
NFSG
344
Newbridge Financial Services Group
Florida
$1.81K
KIM
345
Kestra Investment Management
Texas
$1.74K +$542 +7 +47%
MCM
346
Manchester Capital Management
Vermont
$1.64K -$697 -9 -29%
W
347
WealthCollab
Washington
$1.42K
SS
348
SBI Securities
Japan
$1.34K
AA
349
Ancora Advisors
Ohio
$1.34K +$1.4K +18 New
AssetMark Inc
350
AssetMark Inc
California
$1.2K +$1.08K +14 +700%

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.