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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
GI
326
GAMMA Investing
California
$6K +$5.38K +690 New
DADC
327
D.A. Davidson & Co
Montana
$5.61K +$5.03K +645 New
RDIA
328
RE Dickinson Investment Advisors
Iowa
$5K
DZ Bank
329
DZ Bank
Germany
$4.5K +$4.03K +517 New
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$4.38K -$4.39K -564 -53%
TIM
331
Tortoise Investment Management
New York
$4.28K
NA
332
NewEdge Advisors
Louisiana
$4.19K +$779 +100 +26%
AW
333
Avion Wealth
Texas
$4K
LFG
334
Larson Financial Group
Missouri
$3.84K +$62 +8 +2%
NSIM
335
North Star Investment Management
Illinois
$3.48K
AWM
336
Avior Wealth Management
Nebraska
$3.32K +$2.45K +314 +462%
HCP
337
Hexagon Capital Partners
Arkansas
$3.22K +$506 +65 +21%
QL
338
Quarry LP
New York
$3.18K +$2.85K +366 New
QCG
339
Quadrant Capital Group
Ohio
$3.15K
Bessemer Group
340
Bessemer Group
New Jersey
$3K
FGC
341
Financial Gravity Companies
Texas
$2.85K +$2.55K +327 New
GWM
342
Geneos Wealth Management
Colorado
$2.84K -$1.49K -191 -37%
SFGP
343
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.74K +$2.45K +315 New
HWA
344
Heritage Wealth Advisors
Virginia
$2.61K
SIS
345
Strategic Investment Solutions
Illinois
$2.61K
Bank Julius Baer & Co
346
Bank Julius Baer & Co
Switzerland
$2.61K +$148 +19 +8%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$2.56K +$538 +69 +31%
KIM
348
Kestra Investment Management
Texas
$2.44K +$2.19K +281 New
CFB
349
Cullen/Frost Bankers
Texas
$2.3K +$2.06K +264 New
KA
350
Kozak & Associates
Colorado
$2.27K

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.