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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
BCV
351
Banque Cantonale Vaudoise
Switzerland
$4K +$4.62K +589 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$3.8K +$769 +98 +19%
LFG
353
Larson Financial Group
Missouri
$3.51K +$903 +115 +26%
AA
354
Ancora Advisors
Ohio
$3.48K -$3.93K -500 -48%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$3.3K +$4.1K +522 New
SW
356
SVB Wealth
Massachusetts
$3.29K +$4.08K +520 New
BIG
357
Brooklyn Investment Group
New York
$3.12K +$3.87K +493 New
NS
358
NBC Securities
Alabama
$3K +$4.71K +600 New
QCG
359
Quadrant Capital Group
Ohio
$2.79K +$620 +79 +22%
NSIM
360
North Star Investment Management
Illinois
$2.53K
PS
361
Principal Securities
Iowa
$2.13K
FGAM
362
Financial Gravity Asset Management
Texas
$2.07K +$2.57K +327 New
Bessemer Group
363
Bessemer Group
New Jersey
$2K -$24 -3 -1%
ST
364
Smithfield Trust
Pennsylvania
$2K
HWM
365
Hemington Wealth Management
Virginia
$2K +$1.12K +143 +76%
SFGP
366
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.99K
CFB
367
Cullen/Frost Bankers
Texas
$1.98K +$385 +49 +19%
HWA
368
Heritage Wealth Advisors
Virginia
$1.9K
SIS
369
Strategic Investment Solutions
Illinois
$1.9K
Bank Julius Baer & Co
370
Bank Julius Baer & Co
Switzerland
$1.9K +$220 +28 +10%
Optiver Holding
371
Optiver Holding
Netherlands
$1.69K -$3.75K -477 -64%
IRAG
372
Investment Research & Advisory Group
Georgia
$1.64K
VWWMG
373
Vermillion & White Wealth Management Group
Pennsylvania
$1.58K -$62.8K -8,000 -97%
CA
374
CoreCap Advisors
Michigan
$1.53K
KA
375
Kozak & Associates
Colorado
$1.43K

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.