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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
KG
351
Kilter Group
New York
$1.12K +$1.16K +15 New
JWA
352
JFS Wealth Advisors
Pennsylvania
$822 -$232 -3 -21%
NC
353
NewSquare Capital
Pennsylvania
$672 +$697 +9 New
TWD
354
True Wealth Design
Ohio
$598 +$155 +2 +33%
STB
355
S&T Bank
Pennsylvania
$523 +$542 +7 New
HFS
356
Hughes Financial Services
Virginia
$500 +$77 +1 +17%
WA
357
Whipplewood Advisors
Colorado
$448 -$24.8K -320 -98%
AAS
358
Ameritas Advisory Services
Nebraska
$299 +$310 +4 New
DPW
359
DiNuzzo Private Wealth
Pennsylvania
$225 -$232 -3 -50%
HI
360
Harbour Investments
Wisconsin
$224
HIA
361
HFM Investment Advisors
New Jersey
$224 +$155 +2 +200%
SIC
362
SJS Investment Consulting
Ohio
$150 -$155 -2 -50%
PWM
363
Parkworth Wealth Management
California
$75
RWM
364
Rialto Wealth Management
New York
$75 +$77 +1 New
SA
365
Scarborough Advisors
Maryland
$75 +$77 +1 New
BHWM
366
Bay Harbor Wealth Management
Maryland
$74
TPWA
367
Twin Peaks Wealth Advisors
California
$71 +$77 +1 New
CSS
368
Cubist Systematic Strategies
Connecticut
-$15.3M -189,350 Closed
CF
369
Corebridge Financial
Texas
-$6.52M -80,493 Closed
PC
370
Pier Capital
Connecticut
-$6.48M -79,939 Closed
TC
371
TwinBeech Capital
New York
-$5.47M -67,467 Closed
CRC
372
Curi RMB Capital
Illinois
-$5.42M -66,897 Closed
AI
373
Axiom Investors
Connecticut
-$4.89M -60,333 Closed
ECM
374
ExodusPoint Capital Management
New York
-$4.54M -56,034 Closed
VanEck Associates
375
VanEck Associates
New York
-$4.32M -53,279 Closed

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.