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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
AWM
501
Activest Wealth Management
Florida
-$11.2K -1,422 Closed
VWM
502
Venturi Wealth Management
Texas
-$10.4K -1,199 Closed
BP
503
BNP Paribas
France
-$6.71K -750 Closed
DADC
504
D.A. Davidson & Co
Montana
-$5.61K -645 Closed
AWM
505
Avior Wealth Management
Nebraska
-$3.32K -382 Closed
KIM
506
Kestra Investment Management
Texas
-$2.44K -281 Closed
CFGS
507
Concourse Financial Group Securities
Alabama
-$1.57K -188 Closed
SAM
508
Smartleaf Asset Management
Massachusetts
-$1.51K -169 Closed
EBA
509
Eagle Bay Advisors
New York
-$1.35K -155 Closed
VHAM
510
Van Hulzen Asset Management
California
-$1.27K -146 Closed
VCM
511
Versant Capital Management
Arizona
-$1.21K -139 Closed
VNA
512
Valley National Advisers
Pennsylvania
-$1K -132 Closed
MBFW
513
Morton Brown Family Wealth
Pennsylvania
-$1.09K -125 Closed
CJ
514
Caitlin John
Michigan
-$870 -100 Closed
GM
515
GeoWealth Management
Illinois
-$696 -80 Closed
NWWA
516
New Wave Wealth Advisors
Arkansas
-$479 -55 Closed
CAS
517
Coppell Advisory Solutions
Texas
-$475 -53 Closed
CFD
518
Creative Financial Designs
Indiana
-$392 -45 Closed
GWSA
519
Global Wealth Strategies & Associates
Colorado
-$313 -36 Closed
WA
520
WPG Advisers
Maryland
-$270 -31 Closed
DRP
521
Decker Retirement Planning
Utah
-$252 -29 Closed
BTI
522
Blue Trust Inc
Georgia
-$217 -25 Closed
CFS
523
CGC Financial Services
Oregon
-$200 -23 Closed
OP
524
ORG Partners
Indiana
-$165 -19 Closed
HI
525
Human Investing
Oregon
-$9 -1 Closed

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.