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Xponential Fitness

133 hedge funds and large institutions have $393M invested in Xponential Fitness in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $9.35M

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.97% less ownership

Funds ownership: 80.61%75.64% (-5%)

5% less funds holding

Funds holding: 140133 (-7)

14% less capital invested

Capital invested by funds: $458M → $393M (-$65.5M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
133
Holders Change
-7
Holders Change %
-5%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
41
Closed
31
Calls
$35.7M
Puts
$9.35M
Net Calls
+$26.3M
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$33M -$1.91M -97,528 -4%
MP
2
MSD Partners
New York
$27.3M +$18.6M +946,757 +116%
BlackRock
3
BlackRock
New York
$26.7M +$1.5M +76,717 +5%
Federated Hermes
4
Federated Hermes
Pennsylvania
$23.8M -$1.07M -54,772 -3%
EAM
5
Eagle Asset Management
Florida
$21.3M +$4.85M +247,115 +22%
Vanguard Group
6
Vanguard Group
Pennsylvania
$20.6M +$103K +5,245 +0.4%
DSCM
7
Divisadero Street Capital Management
Florida
$20.1M +$4.31M +220,000 +20%
Marshall Wace
8
Marshall Wace
United Kingdom
$18.2M +$9.85M +502,436 +75%
Ameriprise
9
Ameriprise
Minnesota
$14.1M -$19.6M -1,001,244 -52%
GIP
10
Granite Investment Partners
California
$13.2M +$7.98M +406,641 +91%
OAM
11
Ophir Asset Management
Australia
$13.1M -$253K -12,903 -1%
BFM
12
Boothbay Fund Management
New York
$11.5M +$13.6M +695,586 +1,469%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$10.4M +$13.2M +671,964 New
FCM
14
Frontier Capital Management
Massachusetts
$9.34M -$8.43M -429,605 -42%
WP
15
Woodline Partners
California
$9.11M +$3.9M +198,848 +51%
Northern Trust
16
Northern Trust
Illinois
$8.35M +$3.11M +158,692 +42%
WA
17
Wasatch Advisors
Utah
$8.16M +$369K +18,830 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.74M +$747K +38,064 +8%
State Street
19
State Street
Massachusetts
$7.49M +$675K +34,418 +8%
FAM
20
Fred Alger Management
New York
$5.69M -$19.8K -1,010 -0.3%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$4.13M -$6.82M -347,781 -57%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.5M -$52.1K -2,654 -1%
ORI
23
Oak Ridge Investments
Illinois
$3.14M -$13.3K -679 -0.3%
Charles Schwab
24
Charles Schwab
California
$3.01M +$2.51M +127,734 +191%
N
25
Nuveen
North Carolina
$3.01M -$785K -40,039 -17%

XPOF Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xponential Fitness (XPOF) for Q3 2023, worth a combined $393M — down 14% from $458M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of XPOF and 24 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 59 added.

The largest buyer was MSD Partners, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $19.6M.

  • 133 institutional investors held Xponential Fitness (XPOF) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $393M of Xponential Fitness stock for Q3 2023, down 14% quarter-over-quarter.
  • 24 funds opened new Xponential Fitness positions in Q3 2023 and 31 closed out, a net change of -7 holders.
  • The largest Xponential Fitness buyer in Q3 2023 was MSD Partners, an estimated $18.6M added.
  • The largest Xponential Fitness seller in Q3 2023 was Ameriprise, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2023.