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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
SSB
401
Sandy Spring Bank
Maryland
$601
CA
402
Continuum Advisory
Idaho
$588 -$361 -46 -33%
CAM
403
Chesapeake Asset Management
New York
$568 +$707 +90 New
RF
404
Rossby Financial
Florida
$566 +$707 +90 New
CAWM
405
Capital A Wealth Management
Pennsylvania
$512
TFA
406
Toth Financial Advisory
Virginia
$474
BLC
407
Brown, Lisle/Cummings
Rhode Island
$455 +$565 +72 New
HFS
408
Hughes Financial Services
Virginia
$448 +$565 +72 New
SC
409
SouthState Corp
Florida
$443 +$550 +70 New
EWA
410
EQ Wealth Advisors
Texas
$442 +$550 +70 New
MCM
411
MV Capital Management
Maryland
$418
AIM
412
Anchor Investment Management
South Carolina
$411
WCM
413
WealthTrak Capital Management
Virginia
$348 +$432 +55 New
PS
414
PayPay Securities
Japan
$331 +$133 +17 +49%
CFO
415
CVA Family Office
Colorado
$316 -$79 -10 -17%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$316
HIA
417
Harbor Investment Advisory
Maryland
$316
JWA
418
JFS Wealth Advisors
Pennsylvania
$298 +$369 +47 New
WTC
419
WhitTier Trust Company
Nevada
$278
FF
420
Friedenthal Financial
New Jersey
$266
AIC
421
Archer Investment Corporation
Indiana
$253
PFA
422
Pillar Financial Advisors
Kentucky
$222
SIC
423
SJS Investment Consulting
Ohio
$209 -$1.31K -167 -84%
DF
424
DecisionPoint Financial
Arizona
$184
RWML
425
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$171

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.