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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 %
Creative Planning
126
Creative Planning
Kansas
$1.66M +$151K +1,863 +10%
AWA
127
Arkadios Wealth Advisors
Georgia
$1.63M -$68.8K -849 -4%
AAS
128
Avantax Advisory Services
Texas
$1.63M +$95.5K +1,178 +6%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$1.58M -$123K -1,515 -7%
SC
130
Saturna Capital
Washington
$1.51M +$909K +11,217 +152%
KK
131
KLP Kapitalforvaltning
Norway
$1.43M -$56.7K -700 -4%
YCM
132
Yousif Capital Management
Michigan
$1.41M -$40.3K -497 -3%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M -$495K -6,103 -26%
SCM
134
Sandler Capital Management
New York
$1.39M -$1.44M -17,752 -51%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M – – –
Russell Investments Group
136
Russell Investments Group
United Kingdom
$1.37M +$101K +1,245 +8%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.35M -$317K -3,914 -19%
PA
138
Parallel Advisors
California
$1.35M -$22.2K -274 -2%
Universal-Beteiligungs- und Servicegesellschaft
139
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.31M +$1.31M +16,110 New
Capital Fund Management (CFM)
140
Capital Fund Management (CFM)
France
$1.29M +$1.29M +15,858 New
Mariner
141
Mariner
Kansas
$1.28M -$83.3K -1,027 -6%
Cerity Partners
142
Cerity Partners
New York
$1.28M -$338K -4,164 -21%
AIMCA
143
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.25M +$1.25M +15,400 New
SCM
144
Sterling Capital Management
North Carolina
$1.24M -$353K -4,355 -22%
AIP
145
Ameritas Investment Partners
Nebraska
$1.22M -$28.7K -354 -2%
Holocene Advisors
146
Holocene Advisors
New York
$1.22M +$1.22M +14,992 New
ASRS
147
Arizona State Retirement System
Arizona
$1.18M -$13.6K -168 -1%
P
148
&Partners
Tennessee
$1.18M +$144K +1,754 +14%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.17M – – –
TPCW
150
TD Private Client Wealth
New York
$1.15M -$70.1K -865 -6%
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