PTON icon

Peloton Interactive
PTON

Overview Fund Activity

434 hedge funds and large institutions have $3.02B invested in Peloton Interactive in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
119
Increased
119
Reduced
109
Closed
56
Calls
$280M
Puts
$149M
Net Calls
+$131M
Net Calls Change
+$85.7M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$93.6M
3
HAI
3
Hennessy Advisors Inc
California
$85.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$424M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$146M

Top Sellers

1
GL
1
GTCR LLC
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$15.3M
3
DnB Asset Management
3
DnB Asset Management
Norway
$21.6M
4
QOP
4
Quinn Opportunity Partners
Virginia
$64M
5
NCM
5
Nantahala Capital Management
Connecticut
$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
401
True Wealth Design
Ohio
$314 +$314 +36 New
GWSA
402
Global Wealth Strategies & Associates
Colorado
$313 +$313 +36 New
PS
403
PayPay Securities
Japan
$305 -$322 -37 -51%
PFA
404
Pillar Financial Advisors
Kentucky
$305 +$305 +35 New
BHWM
405
Bay Harbor Wealth Management
Maryland
$304 +$304 +35 New
WA
406
WPG Advisers
Maryland
$270 +$270 +31 New
CFG
407
Chapman Financial Group
Hawaii
$261 +$261 +30 New
DF
408
DecisionPoint Financial
Arizona
$253 – – –
DRP
409
Decker Retirement Planning
Utah
$252 +$252 +29 New
HC
410
Hurley Capital
New York
$227 +$227 +25 New
BTI
411
Blue Trust Inc
Georgia
$217 -$2.6K -300 -92%
CFS
412
CGC Financial Services
Oregon
$200 – – –
VWM
413
Vermillion Wealth Management
Minnesota
$191 +$191 +22 New
GSWM
414
Golden State Wealth Management
California
$183 +$183 +21 New
OP
415
ORG Partners
Indiana
$165 – – –
CPG
416
Cornerstone Planning Group
New Jersey
$164 – – –
AssetMark Inc
417
AssetMark Inc
California
$122 +$35 +4 +40%
WWP
418
WR Wealth Planners
Missouri
$113 – – –
FP
419
Financial Perspectives
Minnesota
$104 – – –
ADL
420
Asset Dedication LLC
California
$96 – – –
AWM
421
AllSquare Wealth Management
New York
$87 – – –
IRC
422
Investors Research Corp
Georgia
$87 – – –
FFA
423
Frazier Financial Advisors
Ohio
$45 – – –
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$44 – – –
DFA
425
DHJJ Financial Advisors
Illinois
$35 – – –
15 16
17
18 19