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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 %
AF
351
Advisornet Financial
Minnesota
$3.89K – – –
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$3.41K +$811 +10 +31%
FNWA
353
Financial Network Wealth Advisors
Utah
$3.25K +$1.87K +23 +135%
BCMLT
354
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.18K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$3.16K +$1.46K +18 +86%
LFG
356
Larson Financial Group
Missouri
$3.08K +$3.08K +38 New
ETS
357
ESL Trust Services
New York
$3K – – –
CTWM
358
Cherry Tree Wealth Management
Minnesota
$2.76K – – –
CT
359
Colonial Trust
South Carolina
$2.72K – – –
WWM
360
Wolff Wiese Magana
California
$2.68K +$2.68K +33 New
AF
361
Allworth Financial
California
$2.61K -$16.2K -205 -86%
SPIA
362
Steward Partners Investment Advisory
New York
$2.59K – – –
MCM
363
Manchester Capital Management
Vermont
$2.51K +$405 +5 +19%
GBT
364
Grove Bank & Trust
Florida
$2.51K +$2.43K +30 +3,000%
NFSG
365
Newbridge Financial Services Group
Florida
$1.95K – – –
CFO
366
CVA Family Office
Colorado
$1.86K – – –
CA
367
CoreCap Advisors
Michigan
$1.78K -$81 -1 -4%
W
368
WealthCollab
Washington
$1.54K – – –
SS
369
SBI Securities
Japan
$1.46K – – –
HCP
370
Hexagon Capital Partners
Arkansas
$1.38K -$22.5K -278 -94%
KIM
371
Kestra Investment Management
Texas
$1.22K +$1.22K +15 New
SC
372
Stephens Consulting
Michigan
$1.22K +$1.22K +15 New
JWA
373
JFS Wealth Advisors
Pennsylvania
$1.14K -$730 -9 -39%
FFO
374
Fortitude Family Office
Arizona
$973 -$1.87K -23 -66%
PWA
375
Provenance Wealth Advisors
Florida
$973 – – –
13 14
15
16 17