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Peloton Interactive

437 hedge funds and large institutions have $3.02B invested in Peloton Interactive in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 119 increasing their positions, 111 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 58

104% more capital invested

Capital invested by funds: $1.48B → $3.02B (+$1.54B)

88% more call options, than puts

Call options by funds: $280M | Put options by funds: $149M

14% more funds holding

Funds holding: 382437 (+55)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7.24% more ownership

Funds ownership: 88.46%95.69% (+7.2%)

7% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 111

Holders
437
Holders Change
+55
Holders Change %
+14.4%
% of All Funds
5.76%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
120
Increased
119
Reduced
111
Closed
58
Calls
$280M
Puts
$149M
Net Calls
+$131M
Net Calls Change
+$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$107K +$96.1K +12,338 New
BP
252
Ballentine Partners
Massachusetts
$107K +$5.13K +659 +6%
CPSC
253
Carl P. Sherr & Co
Massachusetts
$104K +$93.5K +12,000 New
NI
254
NCP Inc
California
$104K +$93.5K +12,000 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$104K +$93.2K +11,966 New
Envestnet Asset Management
256
Envestnet Asset Management
Illinois
$104K +$93.2K +11,962 New
AWC
257
Abundance Wealth Counselors
Pennsylvania
$104K -$5.29K -679 -5%
OAM
258
Oxford Asset Management
United Kingdom
$102K -$5.8K -744 -6%
CC
259
Corton Capital
Ontario, Canada
$102K +$91.2K +11,709 New
CFG
260
Citizens Financial Group
Rhode Island
$101K +$90.9K +11,663 New
AB
261
Amalgamated Bank
New York
$101K
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$99K +$4.44K +570 +5%
BCI
263
Brinker Capital Investments
Pennsylvania
$96.8K +$413 +53 +0.5%
OPS
264
Orion Portfolio Solutions
Nebraska
$96.8K +$413 +53 +0.5%
VCA
265
Verdence Capital Advisors
Maryland
$96.8K -$31 -4 -0%
SA
266
Sanctuary Advisors
Indiana
$95.5K -$4.8K -616 -5%
CS
267
Candriam SCA
Luxembourg
$91.8K +$82.3K +10,557 New
BC
268
Bayforest Capital
United Kingdom
$90.5K +$81K +10,401 New
M
269
MATAURO
New York
$90.1K +$80.7K +10,361 New
CIM
270
CIM Investment Management
Pennsylvania
$89.7K -$686 -88 -0.8%
GS
271
GTS Securities
New York
$89.1K -$2.41M -309,108 -97%
EWS
272
Evergreen Wealth Solutions
Pennsylvania
$88.7K -$19.8K -2,540 -20%
JWWM
273
Johnson & White Wealth Management
Pennsylvania
$88K
BCM
274
BluePointe Capital Management
California
$88K -$93 -12 -0.1%
SDWMA
275
Schneider Downs Wealth Management Advisors
Pennsylvania
$87K -$2.42K -310 -3%

PTON Hedge Fund Activity: Q4 2024 in Review

437 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2024, worth a combined $3.02B — up 104% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PTON positions and 58 closed out — a net gain of 62 holders — while 119 added to existing stakes and 111 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $94.1M. The largest seller was GTCR LLC, exiting entirely with an estimated $65.5M sold.

  • 437 institutional investors held Peloton Interactive (PTON) as of Q4 2024, up from 382 in Q3 2024.
  • Funds reported $3.02B of Peloton Interactive stock for Q4 2024, up 104% quarter-over-quarter.
  • 120 funds opened new Peloton Interactive positions in Q4 2024 and 58 closed out, a net change of +62 holders.
  • The largest Peloton Interactive buyer in Q4 2024 was D.E. Shaw & Co, an estimated $94.1M added.
  • The largest Peloton Interactive seller in Q4 2024 was GTCR LLC, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2024.