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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
CWC
276
Carolinas Wealth Consulting
North Carolina
$87K +$77.9K +10,000 New
Jones Financial Companies
277
Jones Financial Companies
Missouri
$82.6K +$18.7K +2,403 +34%
VWWMG
278
Vermillion & White Wealth Management Group
Pennsylvania
$71.8K
CMBA
279
C.M. Bidwell & Associates
Hawaii
$71.6K +$64.2K +8,235 New
SS
280
SBI Securities
Japan
$68.5K +$61.4K +7,876 New
TRCT
281
Tower Research Capital (TRC)
New York
$55.2K -$142K -18,271 -74%
Comerica Bank
282
Comerica Bank
Texas
$53.6K +$10.8K +1,389 +29%
MA
283
MCF Advisors
Kentucky
$53.5K
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$40.4K +$2.28K +293 +7%
SPIA
285
Steward Partners Investment Advisory
New York
$40.2K +$561 +72 +2%
Russell Investments Group
286
Russell Investments Group
United Kingdom
$34.9K +$28.3K +3,636 +970%
Ohio Public Employees Retirement System (OPERS)
287
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.9K -$1.6K -206 -5%
PA
288
Parallel Advisors
California
$33.6K -$662 -85 -2%
RIL
289
Rothschild Investment LLC
Illinois
$30.5K +$390 +50 +1%
MCM
290
MAI Capital Management
Ohio
$29.1K +$26K +3,340 New
LC
291
Lindbrook Capital
California
$28.8K -$34.6K -4,439 -57%
RS
292
R Squared
Hong Kong
$28.2K +$25.2K +3,240 New
FFA
293
Farther Finance Advisors
California
$24.7K +$125 +16 +0.6%
IA
294
IFP Advisors
Florida
$23.2K -$7.19K -923 -26%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$23K -$203K -26,103 -91%
WCM
296
Winthrop Capital Management
Indiana
$23K +$20.3K +2,600 New
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K +$19.1K +2,450 +2,094%
SCM
298
Sterling Capital Management
North Carolina
$21K +$15.7K +2,014 +505%
HI
299
Harbour Investments
Wisconsin
$20.6K +$11.8K +1,516 +178%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$20.2K -$974 -125 -5%

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.