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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
CMBA
301
C.M. Bidwell & Associates
Hawaii
$50.9K -$1.41K -180 -2%
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$41.1K +$14.6K +1,864 +40%
MA
303
MCF Advisors
Kentucky
$38.8K
HT
304
Headlands Technologies
Illinois
$37.9K -$2.41M -306,346 -98%
FIA
305
FNY Investment Advisers
New York
$37K +$47.1K +6,000 New
PA
306
Parallel Advisors
California
$30.3K +$7.35K +936 +24%
SPIA
307
Steward Partners Investment Advisory
New York
$28.4K -$934 -119 -3%
NAAA
308
New Age Alpha Advisors
New York
$27.9K +$34.6K +4,413 New
CL
309
CSS LLC
Illinois
$25.3K +$31.4K +4,000 New
SSG
310
Summit Securities Group
New York
$25K +$31.1K +3,956 New
RIL
311
Rothschild Investment LLC
Illinois
$23.3K +$1.41K +180 +5%
MCM
312
MAI Capital Management
Ohio
$21.1K
LC
313
Lindbrook Capital
California
$20.8K -$165 -21 -0.6%
AF
314
Allworth Financial
California
$18.5K +$21.3K +2,711 +1,179%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$17.5K +$3.52K +448 +19%
AAP
316
Arax Advisory Partners
Colorado
$17.1K +$5.59K +712 +36%
FFA
317
Farther Finance Advisors
California
$16.8K -$1.11K -142 -5%
SFI
318
Siemens Fonds Invest
Germany
$16K +$19.9K +2,534 New
WCM
319
Winthrop Capital Management
Indiana
$16K
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$15.2K -$1.85K -236 -9%
SCM
321
Sterling Capital Management
North Carolina
$15.1K -$157 -20 -0.8%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K -$1.4K -178 -7%
HI
323
Harbour Investments
Wisconsin
$15K
CCM
324
Coldstream Capital Management
Washington
$13.9K +$17.2K +2,193 New
S
325
Sachetta
Massachusetts
$13.2K

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.