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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
Morgan Stanley
1
Morgan Stanley
New York
$424M +$61.5M +7,897,667 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$12.8M +1,645,640 +5%
BlackRock
3
BlackRock
New York
$242M +$19.1M +2,450,397 +10%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M +$94.1M +12,081,166 +189%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$146M +$36.1M +4,635,667 +38%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$93.6M +$83.3M +10,696,528 +17,607%
DCM
7
DME Capital Management
New York
$91.5M +$7.73M +992,797 +10%
HAI
8
Hennessy Advisors Inc
California
$85.3M +$76.4M +9,800,000 New
State Street
9
State Street
Massachusetts
$72M +$3.42M +438,547 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$72M +$1.33M +170,901 +2%
Capital World Investors
11
Capital World Investors
California
$67.4M
Two Sigma Investments
12
Two Sigma Investments
New York
$67.3M +$10.5K +1,344 +0%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$65.7M +$864K +110,900 +1%
QOP
14
Quinn Opportunity Partners
Virginia
$64M -$46.2M -5,930,222 -45%
NCM
15
Nantahala Capital Management
Connecticut
$62.9M -$24.4M -3,128,728 -30%
Renaissance Technologies
16
Renaissance Technologies
New York
$50.8M +$17M +2,176,400 +60%
Goldman Sachs
17
Goldman Sachs
New York
$48.3M +$4.62M +592,932 +12%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$40M +$35.8M +4,596,778 New
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.8M +$23.4M +3,004,757 +246%
SCM
20
Scopia Capital Management
New York
$36.5M +$14.8M +1,895,501 +82%
Charles Schwab
21
Charles Schwab
California
$36M +$1.09M +139,826 +3%
PCM
22
Patient Capital Management
Maryland
$33.2M -$9.65M -1,237,958 -24%
Millennium Management
23
Millennium Management
New York
$32.8M -$12.2M -1,567,455 -29%
TCMI
24
Technology Crossover Management IX
California
$32M
Northern Trust
25
Northern Trust
Illinois
$29.7M +$2.93M +376,278 +12%

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.