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Exponent
EXPO

Overview Fund Activity

363 hedge funds and large institutions have $3.66B invested in Exponent in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-26
Holders Change %
-6.68%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
148
Reduced
126
Closed
60
Calls
$2.39M
Puts
$627K
Net Calls
+$1.76M
Net Calls Change
+$2.28M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$13.2M
5
BAMCO Inc
5
BAMCO Inc
New York
$37.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$120M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$0
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$55.8M
4
CF
4
Corebridge Financial
Texas
$0
5
PC
5
Pier Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
176
Nicolet Advisory Services
Wisconsin
$663K +$93.1K +1,362 +16%
GCM
177
Gallacher Capital Management
Colorado
$654K +$654K +8,756 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$648K +$13.1K +175 +2%
AIM
179
Aigen Investment Management
New York
$645K -$116K -1,555 -15%
BCI
180
Brinker Capital Investments
Pennsylvania
$637K +$16.4K +219 +3%
Prudential Financial
181
Prudential Financial
New Jersey
$607K +$217K +2,903 +56%
N
182
Numerai
California
$604K +$386K +5,163 +177%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$602K -$18.1K -242 -3%
MPPW
184
Mitchell & Pahl Private Wealth
Oklahoma
$573K +$71.5K +957 +14%
EAM
185
Empirical Asset Management
Massachusetts
$568K +$133K +1,774 +30%
US Bancorp
186
US Bancorp
Minnesota
$568K -$172K -2,301 -23%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$560K -$95.3K -1,276 -15%
MCC
188
Malaga Cove Capital
California
$550K -$10.3K -138 -2%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$549K +$10K +134 +2%
X
190
Xponance
Pennsylvania
$535K -$4.63K -62 -0.9%
LIC
191
Laurus Investment Counsel
Canada
$523K -$400K -5,350 -43%
ACP
192
Aviance Capital Partners
Florida
$523K – – –
GWM
193
Gibbs Wealth Management
Georgia
$511K +$511K +6,834 New
IWC
194
Integrated Wealth Concepts
Massachusetts
$495K +$11.4K +152 +2%
Walleye Capital
195
Walleye Capital
New York
$495K +$34.7K +464 +8%
BEAM
196
Baker Ellis Asset Management
Washington
$491K – – –
Osaic Holdings
197
Osaic Holdings
Arizona
$482K +$18.8K +248 +4%
CWM
198
CIBC World Markets
New York
$468K -$370K -4,950 -44%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$460K -$50.4K -675 -10%
CCM
200
Coldstream Capital Management
Washington
$460K +$260K +3,479 +130%
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