Expion360
XPON
7 hedge funds and large institutions have $729K invested in Expion360 in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
25% more capital invested
Capital invested by funds: $581K → $729K (+$148K)
0% more ownership
Funds ownership: 0% → 0% (+0%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cahill Wealth Management
Portage,
Michigan
|
+$75.4K |
| 2 |
BlackRock
New York
|
+$46.4K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$20.9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Cahill Wealth Management
Portage,
Michigan
| $217K | +$75.4K | +13 | +57% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $152K | – | – | – |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $142K | +$29K | +5 | +26% |
|
|
PCM
4
Perritt Capital Management
Chicago,
Illinois
| $124K | – | – | – |
|
|
5
BlackRock
New York
| $45K | +$46.4K | +8 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $24.9K | – | – | – |
|
7
Morgan Stanley
New York
| $23.5K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $80 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$20.9K | -4 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$4K | -1 | Closed |
|
XPON Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q2 2023, worth a combined $729K — up 25% from $581K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XPON and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Cahill Wealth Management, adding an estimated $75.4K. The largest seller was UBS Group, exiting entirely with an estimated $20.9K sold.
- 7 institutional investors held Expion360 (XPON) as of Q2 2023, down from 8 in Q1 2023.
- Funds reported $729K of Expion360 stock for Q2 2023, up 25% quarter-over-quarter.
- 1 fund opened new Expion360 positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Expion360 buyer in Q2 2023 was Cahill Wealth Management, an estimated $75.4K added.
- The largest Expion360 seller in Q2 2023 was UBS Group, an estimated $20.9K sold.
Based on aggregated 13F filings for Q2 2023.