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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
HBW
376
Hazlett, Burt & Watson
West Virginia
$1K
VNA
377
Valley National Advisers
Pennsylvania
$1K +$1.03K +132 New
BCA
378
Bray Capital Advisors
Florida
$983
CA
379
Clearstead Advisors
Ohio
$966
SL
380
Salomon & Ludwin
Virginia
$948
AF
381
Atala Financial
California
$879 +$787 +101 New
HWA
382
HHM Wealth Advisors
Tennessee
$870
PAI
383
Pittenger & Anderson Inc
Nebraska
$870
CJ
384
Caitlin John
Michigan
$870 +$779 +100 New
MSWA
385
Marshall & Sterling Wealth Advisors
New York
$870 +$779 +100 New
NOI
386
Newton One Investments
Delaware
$870 +$779 +100 New
RWM
387
Rialto Wealth Management
New York
$870 +$779 +100 New
T2I
388
Turim 21 Investimentos
Brazil
$853
SSB
389
Sandy Spring Bank
Maryland
$827
CAWM
390
Capital A Wealth Management
Pennsylvania
$705 +$631 +81 New
GM
391
GeoWealth Management
Illinois
$696 -$756 -97 -55%
TFA
392
Toth Financial Advisory
Virginia
$653
MCM
393
MV Capital Management
Maryland
$575 -$55 -7 -10%
AIM
394
Anchor Investment Management
South Carolina
$566
CFO
395
CVA Family Office
Colorado
$522
NWWA
396
New Wave Wealth Advisors
Arkansas
$479 +$429 +55 New
CAS
397
Coppell Advisory Solutions
Texas
$475
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$435
HIA
399
Harbor Investment Advisory
Maryland
$435
CFD
400
Creative Financial Designs
Indiana
$392 +$16 +2 +5%

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.