We are live on ! Find out more
PTON icon

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
IRAG
351
Investment Research & Advisory Group
Georgia
$2.26K
PS
352
Principal Securities
Iowa
$2.13K
CA
353
CoreCap Advisors
Michigan
$2.1K
CAM
354
Close Asset Management
United Kingdom
$2K
ST
355
Smithfield Trust
Pennsylvania
$2K
AF
356
Allworth Financial
California
$1.92K +$584 +75 +48%
SIC
357
SJS Investment Consulting
Ohio
$1.74K
WAS
358
Winch Advisory Services
Wisconsin
$1.74K
APW
359
Aventura Private Wealth
Florida
$1.74K +$1.56K +200 New
HWM
360
HighMark Wealth Management
Minnesota
$1.65K
GIA
361
GHP Investment Advisors
Colorado
$1.61K
CFGS
362
Concourse Financial Group Securities
Alabama
$1.57K +$78 +10 +6%
GWSG
363
GPS Wealth Strategies Group
Colorado
$1.56K
SAM
364
Smartleaf Asset Management
Massachusetts
$1.51K +$288 +37 +28%
CMA
365
Cedar Mountain Advisors
Oregon
$1.44K
EBA
366
Eagle Bay Advisors
New York
$1.35K
EWA
367
EverSource Wealth Advisors
Alabama
$1.31K +$1.18K +151 New
BCWM
368
Bartlett & Co Wealth Management
Ohio
$1.3K
TFIPS
369
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.3K
VHAM
370
Van Hulzen Asset Management
California
$1.27K +$1.14K +146 New
CA
371
Continuum Advisory
Idaho
$1.21K +$1.08K +139 New
VCM
372
Versant Capital Management
Arizona
$1.21K +$1.08K +139 New
MBFW
373
Morton Brown Family Wealth
Pennsylvania
$1.09K +$974 +125 New
HWM
374
Hemington Wealth Management
Virginia
$1K -$234 -30 -14%
CAL
375
Capital Advisors Ltd
Ohio
$1K

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.