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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$664K +$39.1K +504 +6%
NAS
177
Nicolet Advisory Services
Wisconsin
$663K +$106K +1,362 +16%
GCM
178
Gallacher Capital Management
Colorado
$654K +$678K +8,756 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$648K +$13.6K +175 +2%
AIM
180
Aigen Investment Management
New York
$645K -$120K -1,555 -15%
BCI
181
Brinker Capital Investments
Pennsylvania
$637K +$17K +219 +3%
Prudential Financial
182
Prudential Financial
New Jersey
$607K +$225K +2,903 +56%
N
183
Numerai
California
$604K +$400K +5,163 +177%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$602K -$18.8K -242 -3%
MPPW
185
Mitchell & Pahl Private Wealth
Oklahoma
$573K +$74.2K +957 +14%
EAM
186
Empirical Asset Management
Massachusetts
$568K +$137K +1,774 +30%
US Bancorp
187
US Bancorp
Minnesota
$568K -$178K -2,301 -23%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$560K -$98.9K -1,276 -15%
MCC
189
Malaga Cove Capital
California
$550K -$10.7K -138 -2%
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$549K +$10.4K +134 +2%
X
191
Xponance
Pennsylvania
$535K -$4.8K -62 -0.9%
LIC
192
Laurus Investment Counsel
Canada
$523K -$415K -5,350 -43%
ACP
193
Aviance Capital Partners
Florida
$523K
GWM
194
Gibbs Wealth Management
Georgia
$511K +$75.5K +974 +17%
IWC
195
Integrated Wealth Concepts
Massachusetts
$495K +$11.8K +152 +2%
Walleye Capital
196
Walleye Capital
New York
$495K +$36K +464 +8%
BEAM
197
Baker Ellis Asset Management
Washington
$491K
Osaic Holdings
198
Osaic Holdings
Arizona
$476K +$18.1K +234 +4%
CWM
199
CIBC World Markets
New York
$468K -$384K -4,950 -44%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$460K -$52.3K -675 -10%

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.