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Peloton Interactive

457 hedge funds and large institutions have $2.21B invested in Peloton Interactive in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $108M | Put options by funds: $77.9M

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

36% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 112

4% more funds holding

Funds holding: 438457 (+19)

2.23% less ownership

Funds ownership: 95.69%93.47% (-2.2%)

27% less capital invested

Capital invested by funds: $3.02B → $2.21B (-$817M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
457
Holders Change
+19
Holders Change %
+4.34%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
96
Increased
152
Reduced
112
Closed
70
Calls
$108M
Puts
$77.9M
Net Calls
+$29.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
276
Jones Financial Companies
Missouri
$76.7K +$21.1K +2,685 +28%
BCI
277
Brinker Capital Investments
Pennsylvania
$76.6K +$7.8K +993 +9%
OPS
278
Orion Portfolio Solutions
Nebraska
$76.6K +$7.8K +993 +9%
TRCT
279
Tower Research Capital (TRC)
New York
$75.3K +$43.8K +5,579 +88%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$74K +$2.62K +334 +3%
CFG
281
Citizens Financial Group
Rhode Island
$73.8K +$79 +10 +0.1%
JWWM
282
Johnson & White Wealth Management
Pennsylvania
$73K +$12.6K +1,605 +16%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$73K +$90.7K +11,547 New
VCA
284
Verdence Capital Advisors
Maryland
$70.3K
Skandinaviska Enskilda Banken (SEB)
285
Skandinaviska Enskilda Banken (SEB)
Sweden
$68.8K -$427K -54,446 -83%
BP
286
Ballentine Partners
Massachusetts
$67.6K -$12.7K -1,616 -13%
MFG
287
Merit Financial Group
Georgia
$67.1K +$83.3K +10,612 New
DS
288
DRW Securities
Illinois
$66.5K +$82.6K +10,524 New
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$66.4K -$11.5K -1,460 -12%
CIM
290
CIM Investment Management
Pennsylvania
$65.2K -$55 -7 -0.1%
CPSC
291
Carl P. Sherr & Co
Massachusetts
$64.8K -$13.7K -1,740 -15%
BCM
292
BluePointe Capital Management
California
$64.8K +$1.13K +144 +1%
AWM
293
AE Wealth Management
Kansas
$64.7K +$80.3K +10,233 New
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$64.6K +$96.6K +12,300 New
AHL
295
Abel Hall LLC
Louisiana
$64.2K +$79.8K +10,163 New
OC
296
Oppenheimer & Co
New York
$63.3K -$47.5K -6,050 -38%
SDWMA
297
Schneider Downs Wealth Management Advisors
Pennsylvania
$63.2K
PAS
298
Point72 Asia (Singapore)
Singapore
$58.7K +$73K +9,293 New
RS
299
Rakuten Securities
Japan
$55.6K -$36.6K -4,668 -35%
SS
300
SBI Securities
Japan
$51.2K +$1.75K +223 +3%

PTON Hedge Fund Activity: Q1 2025 in Review

457 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2025, worth a combined $2.21B — down 27% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PTON positions and 70 closed out — a net gain of 26 holders — while 152 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $248M.

  • 457 institutional investors held Peloton Interactive (PTON) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $2.21B of Peloton Interactive stock for Q1 2025, down 27% quarter-over-quarter.
  • 96 funds opened new Peloton Interactive positions in Q1 2025 and 70 closed out, a net change of +26 holders.
  • The largest Peloton Interactive buyer in Q1 2025 was Fidelity Investments, an estimated $114M added.
  • The largest Peloton Interactive seller in Q1 2025 was Morgan Stanley, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.