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Exponent

356 hedge funds and large institutions have $3.29B invested in Exponent in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $9.59M | Put options by funds: $2.83M

1.67% more ownership

Funds ownership: 93.33%95% (+1.7%)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% more capital invested

Capital invested by funds: $3.27B → $3.29B (+$17.7M)

1% less funds holding

Funds holding: 359356 (-3)

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 144

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
4.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
126
Reduced
144
Closed
50
Calls
$9.59M
Puts
$2.83M
Net Calls
+$6.75M
Net Calls Change
+$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Advisornet Financial
Minnesota
$1.88K -$70 -1 -4%
WA
327
WPG Advisers
Maryland
$1.81K -$421 -6 -19%
NFSG
328
Newbridge Financial Services Group
Florida
$1.69K
JWA
329
JFS Wealth Advisors
Pennsylvania
$1.67K +$1.62K +23 +2,300%
SC
330
SouthState Corp
Florida
$1.46K +$492 +7 +50%
QC
331
Quent Capital
New York
$1.46K +$1.19K +17 +425%
BWL
332
Bogart Wealth LLC
Virginia
$1.46K +$1.48K +21 New
RWM
333
Rialto Wealth Management
New York
$1.32K +$1.26K +18 +1,800%
SS
334
SBI Securities
Japan
$1.25K -$70 -1 -5%
KFAS
335
Keating Financial Advisory Services
Kansas
$1.18K +$1.19K +17 New
HI
336
Harbour Investments
Wisconsin
$1.11K +$492 +7 +78%
TAM
337
Tucker Asset Management
Colorado
$1.11K +$1.12K +16 New
CI
338
CX Institutional
Indiana
$1K +$1.26K +18 New
AA
339
Ancora Advisors
Ohio
$903 -$351 -5 -28%
QWM
340
Quaker Wealth Management
New Jersey
$695 -$351 -5 -33%
SEP
341
Signature Equity Partners
Ohio
$695 +$702 +10 New
MCM
342
MV Capital Management
Maryland
$626 +$140 +2 +29%
SWM
343
SHP Wealth Management
Massachusetts
$625 +$632 +9 New
CPG
344
Cornerstone Planning Group
New Jersey
$590 +$562 +8 New
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$556 +$492 +7 +700%
OC
346
Optima Capital
Oregon
$486 +$492 +7 New
BHWM
347
Bay Harbor Wealth Management
Maryland
$416 +$351 +5 +500%
FFO
348
Fortitude Family Office
Arizona
$347 -$8.15K -116 -96%
HIA
349
HFM Investment Advisors
New Jersey
$209 +$140 +2 +200%
SIC
350
SJS Investment Consulting
Ohio
$209 +$140 +2 +200%

EXPO Hedge Fund Activity: Q4 2025 in Review

356 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2025, worth a combined $3.29B — up 0.54% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EXPO positions and 50 closed out — a net gain of 4 holders — while 126 added to existing stakes and 144 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $22.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.3M.

  • 356 institutional investors held Exponent (EXPO) as of Q4 2025, down from 359 in Q3 2025.
  • Funds reported $3.29B of Exponent stock for Q4 2025, up 0.54% quarter-over-quarter.
  • 54 funds opened new Exponent positions in Q4 2025 and 50 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q4 2025 was First Trust Advisors, an estimated $22.4M added.
  • The largest Exponent seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2025.