We are live on ! Find out more
PTON icon

Peloton Interactive
PTON

386 hedge funds and large institutions have $1.1B invested in Peloton Interactive in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 117 increasing their positions, 92 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

50% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $54.3M

27% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 92

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

11.09% more ownership

Funds ownership: 80.83% → 91.92% (+11%)

1% more funds holding

Funds holding: 381 → 386 (+5)

9% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$113M)

Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
70
Increased
117
Reduced
92
Closed
60
Calls
$81.3M
Puts
$54.3M
Net Calls
+$27M
Net Calls Change
-$9.31M

Top Buyers

1
GL
GTCR LLC
Illinois
+$50.1M
2
BlackRock
BlackRock
New York
+$34M
3
DCM
DME Capital Management
New York
+$24.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$20.2M
5
Ameriprise
Ameriprise
Minnesota
+$18.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.4M
3
CCM
Camber Capital Management
Massachusetts
-$19.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$6.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
326
Towarzystwo Funduszy Inwestycyjnych PZU SA
$507 – – –
PCMC
327
Planning Capital Management Corporation
Pennsylvania
$507 +$358 +100 +200%
MWA
328
MFA Wealth Advisors
Pennsylvania
$477 +$505 +141 New
ATPW
329
Ashton Thomas Private Wealth
Arizona
$439 +$466 +130 New
AWM
330
Abound Wealth Management
Tennessee
$406 – – –
AWM
331
Activest Wealth Management
Florida
$406 – – –
RA
332
Rise Advisors
New York
$399 – – –
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$395 – – –
BCA
334
Bray Capital Advisors
Florida
$382 – – –
T2I
335
Turim 21 Investimentos
Brazil
$372 – – –
SL
336
Salomon & Ludwin
Virginia
$368 – – –
PAI
337
Pittenger & Anderson Inc
Nebraska
$338 -$16.1K -4,500 -98%
AWM
338
Avondale Wealth Management
Texas
$338 – – –
HWA
339
HHM Wealth Advisors
Tennessee
$338 – – –
NOI
340
Newton One Investments
Delaware
$338 – – –
TCCM
341
Timber Creek Capital Management
Massachusetts
$338 – – –
PO
342
Private Ocean
California
$338 +$358 +100 New
SSB
343
Sandy Spring Bank
Maryland
$322 – – –
S
344
Sachetta
Massachusetts
$312 -$383 -107 -56%
MCM
345
MV Capital Management
Maryland
$288 +$161 +45 +113%
KFS
346
Kelly Financial Services
Massachusetts
$257 – – –
TFA
347
Toth Financial Advisory
Virginia
$254 – – –
AWM
348
Avior Wealth Management
Nebraska
$212 – – –
CFO
349
CVA Family Office
Colorado
$203 – – –
RDIA
350
RE Dickinson Investment Advisors
Iowa
$200 – – –
12 13
14
15 16

PTON Hedge Fund Activity: Q2 2024 in Review

386 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2024, worth a combined $1.1B — down 9.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PTON positions and 60 closed out — a net gain of 10 holders — while 117 added to existing stakes and 92 trimmed.

The largest buyer was GTCR LLC, opening a new position worth an estimated $50.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $53M.

  • 386 institutional investors held Peloton Interactive (PTON) as of Q2 2024, up from 381 in Q1 2024.
  • Funds reported $1.1B of Peloton Interactive stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 70 funds opened new Peloton Interactive positions in Q2 2024 and 60 closed out, a net change of +10 holders.
  • The largest Peloton Interactive buyer in Q2 2024 was GTCR LLC, an estimated $50.1M added.
  • The largest Peloton Interactive seller in Q2 2024 was T. Rowe Price Associates, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2024.