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Expion360

8 hedge funds and large institutions have $581K invested in Expion360 in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$148K +$148K +305 New
CWM
2
Cahill Wealth Management
Michigan
$134K +$134K +278 New
PCM
3
Perritt Capital Management
Illinois
$121K +$48.4K +100 +67%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$107K +$107K +222 New
Bank of America
5
Bank of America
North Carolina
$24.2K +$24.2K +50 New
UBS Group
6
UBS Group
Switzerland
$20.9K -$1.46K -3 -7%
Morgan Stanley
7
Morgan Stanley
New York
$20.8K +$7.74K +16 +59%
TRCT
8
Tower Research Capital (TRC)
New York
$4K -$50K -100 -93%
Wells Fargo
9
Wells Fargo
California
$77 -$35
CS
10
Clear Street
New York
-$115K -500 Closed
Millennium Management
11
Millennium Management
New York
-$34K -147 Closed
Barclays
12
Barclays
United Kingdom
-$29K -126 Closed