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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
MG
426
Mather Group
Illinois
$161 +$204 +26 New
HC
427
Hurley Capital
New York
$158
BWL
428
Bogart Wealth LLC
Virginia
$158 +$196 +25 New
VWM
429
Vermillion Wealth Management
Minnesota
$139
CPG
430
Cornerstone Planning Group
New Jersey
$120
OWP
431
ORG Wealth Partners
Texas
$118 +$149 +19 New
RCM
432
Raleigh Capital Management
North Carolina
$114 -$5.75K -732 -98%
FP
433
Financial Perspectives
Minnesota
$76
GFPC
434
Global Financial Private Client
Florida
$76 +$94 +12 New
GSWM
435
Golden State Wealth Management
California
$70 -$79 -10 -48%
ADL
436
Asset Dedication LLC
California
$70
AssetMark Inc
437
AssetMark Inc
California
$63 -$31 -4 -29%
AWM
438
AllSquare Wealth Management
New York
$63
IRC
439
Investors Research Corp
Georgia
$63
WT
440
Whittier Trust
California
$63 +$79 +10 New
FFA
441
Frazier Financial Advisors
Ohio
$32
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$32
NC
443
North Capital
Utah
$32 +$39 +5 New
SWIM
444
Smallwood Wealth Investment Management
New Jersey
$31 +$39 +5 New
DFA
445
DHJJ Financial Advisors
Illinois
$26
DF
446
Dunhill Financial
United Kingdom
$25
BMC
447
Bear Mountain Capital
Washington
$21
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$19 +$24 +3 New
HIA
449
HFM Investment Advisors
New Jersey
$19 +$24 +3 New
CWM
450
CarsonAllaria Wealth Management
Illinois
$13

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.