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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
WTC
401
WhitTier Trust Company
Nevada
$382
FF
402
Friedenthal Financial
New Jersey
$366
AIC
403
Archer Investment Corporation
Indiana
$348
TWD
404
True Wealth Design
Ohio
$314 +$280 +36 New
GWSA
405
Global Wealth Strategies & Associates
Colorado
$313 +$280 +36 New
PS
406
PayPay Securities
Japan
$305 -$288 -37 -51%
PFA
407
Pillar Financial Advisors
Kentucky
$305 +$273 +35 New
BHWM
408
Bay Harbor Wealth Management
Maryland
$304 +$273 +35 New
WA
409
WPG Advisers
Maryland
$270 +$242 +31 New
CFG
410
Chapman Financial Group
Hawaii
$261 +$234 +30 New
DF
411
DecisionPoint Financial
Arizona
$253
DRP
412
Decker Retirement Planning
Utah
$252 +$226 +29 New
HC
413
Hurley Capital
New York
$227 +$195 +25 New
BTI
414
Blue Trust Inc
Georgia
$217 -$2.34K -300 -92%
CFS
415
CGC Financial Services
Oregon
$200
VWM
416
Vermillion Wealth Management
Minnesota
$191 +$171 +22 New
GSWM
417
Golden State Wealth Management
California
$183 +$164 +21 New
OP
418
ORG Partners
Indiana
$165
CPG
419
Cornerstone Planning Group
New Jersey
$164
AssetMark Inc
420
AssetMark Inc
California
$122 +$31 +4 +40%
WWP
421
WR Wealth Planners
Missouri
$113
FP
422
Financial Perspectives
Minnesota
$104
ADL
423
Asset Dedication LLC
California
$96
AWM
424
AllSquare Wealth Management
New York
$87
IRC
425
Investors Research Corp
Georgia
$87

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.