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Exponent
EXPO

359 hedge funds and large institutions have $3.27B invested in Exponent in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.21M

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

2% less funds holding

Funds holding: 368 → 359 (-9)

3.12% less ownership

Funds ownership: 96.44% → 93.33% (-3.1%)

10% less capital invested

Capital invested by funds: $3.66B → $3.27B (-$382M)

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 152

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
359
Holders Change
-9
Holders Change %
-2.45%
% of All Funds
4.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
115
Reduced
152
Closed
52
Calls
$1.14M
Puts
$1.21M
Net Calls
-$69K
Net Calls Change
-$1.83M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$33.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$30.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$23.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$23.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$17.2M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$55.8M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$24.6M
3
TCM
TimesSquare Capital Management
New York
-$21.9M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$21.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
326
Cherry Tree Wealth Management
Minnesota
$2.36K – – –
CA
327
CoreCap Advisors
Michigan
$2.36K -$429 -6 -15%
WWM
328
Wolff Wiese Magana
California
$2.29K – – –
WA
329
WPG Advisers
Maryland
$2.22K -$429 -6 -16%
PWA
330
Physician Wealth Advisors
Utah
$2.02K +$2.07K +29 New
T. Rowe Price Investment Management
331
T. Rowe Price Investment Management
Maryland
$2K +$1.64K +23 New
AF
332
Advisornet Financial
Minnesota
$1.95K +$71 +1 +4%
NFSG
333
Newbridge Financial Services Group
Florida
$1.69K – – –
PAM
334
Palisade Asset Management
Minnesota
$1.39K +$1.43K +20 New
W
335
WealthCollab
Washington
$1.32K – – –
SS
336
SBI Securities
Japan
$1.32K +$71 +1 +6%
AA
337
Ancora Advisors
Ohio
$1.25K – – –
QWM
338
Quaker Wealth Management
New Jersey
$1.04K +$1.07K +15 New
PWA
339
Principia Wealth Advisory
Texas
$973 +$1K +14 New
SC
340
SouthState Corp
Florida
$973 +$1K +14 New
AssetMark Inc
341
AssetMark Inc
California
$764 -$357 -5 -31%
BFS
342
Bare Financial Services
Pennsylvania
$695 +$715 +10 New
HI
343
Harbour Investments
Wisconsin
$625 +$429 +6 +200%
ACA
344
American Capital Advisory
Idaho
$556 +$572 +8 New
MCM
345
MV Capital Management
Maryland
$487 +$500 +7 New
RWS
346
Retirement Wealth Solutions
Wisconsin
$487 +$500 +7 New
STB
347
S&T Bank
Pennsylvania
$486 – – –
CFO
348
CVA Family Office
Colorado
$486 +$500 +7 New
LFG
349
Larson Financial Group
Missouri
$347 +$357 +5 New
QC
350
Quent Capital
New York
$278 +$286 +4 New
12 13
14
15 16

EXPO Hedge Fund Activity: Q3 2025 in Review

359 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2025, worth a combined $3.27B — down 10% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EXPO and 48 opened new positions — a net loss of 4 holders — while 152 trimmed existing stakes and 115 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $33.7M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $55.8M sold.

  • 359 institutional investors held Exponent (EXPO) as of Q3 2025, down from 368 in Q2 2025.
  • Funds reported $3.27B of Exponent stock for Q3 2025, down 10% quarter-over-quarter.
  • 48 funds opened new Exponent positions in Q3 2025 and 52 closed out, a net change of -4 holders.
  • The largest Exponent buyer in Q3 2025 was Point72 Asset Management, an estimated $33.7M added.
  • The largest Exponent seller in Q3 2025 was Fundsmith LLP, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2025.