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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 %
PWA
376
Physician Wealth Advisors
Utah
$811 +$811 +10 New
Amundi
377
Amundi
France
$785 +$785 +10 New
DPW
378
DiNuzzo Private Wealth
Pennsylvania
$487 – – –
TWD
379
True Wealth Design
Ohio
$487 +$487 +6 New
WA
380
Whipplewood Advisors
Colorado
$486 +$477 +320 +5,333%
HFS
381
Hughes Financial Services
Virginia
$485 +$485 +6 New
SIC
382
SJS Investment Consulting
Ohio
$325 -$163 -2 -33%
GFPC
383
Global Financial Private Client
Florida
$324 -$7.61K -94 -96%
HI
384
Harbour Investments
Wisconsin
$243 – – –
AssetMark Inc
385
AssetMark Inc
California
$162 – – –
HIA
386
HFM Investment Advisors
New Jersey
$82 +$82 +1 New
PWM
387
Parkworth Wealth Management
California
$81 – – –
BHWM
388
Bay Harbor Wealth Management
Maryland
$81 +$81 +1 New
Norges Bank
389
Norges Bank
Norway
– -$52.4M -587,887 Closed
TAM
390
Thematics Asset Management
France
– -$9.18M -103,000 Closed
LCM
391
LRT Capital Management
Texas
– -$5.75M -64,556 Closed
First Trust Advisors
392
First Trust Advisors
Illinois
– -$4.67M -52,439 Closed
Axa
393
Axa
France
– -$2.14M -24,000 Closed
AFA
394
Abacus FCF Advisors
Florida
– -$2.09M -23,460 Closed
PI
395
PineBridge Investments
New York
– -$1.32M -14,825 Closed
EF
396
Empowered Funds
Pennsylvania
– -$1.09M -12,272 Closed
FRM
397
Fox Run Management
Connecticut
– -$708K -7,946 Closed
Pacer Advisors
398
Pacer Advisors
Pennsylvania
– -$675K -7,574 Closed
IA
399
Inspire Advisors
Idaho
– -$668K -7,494 Closed
ACM
400
Aquatic Capital Management
Illinois
– -$651K -7,302 Closed
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