Expion360
XPON
7 hedge funds and large institutions have $151K invested in Expion360 in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more ownership
Funds ownership: 0% → 0% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
13% less funds holding
Funds holding: 8 → 7 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
39% less capital invested
Capital invested by funds: $246K → $151K (-$95.2K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Altium Capital Management
New York
|
+$716K |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$129K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$72.6K |
| 4 |
Jane Street
New York
|
+$33.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$49.9K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$25K |
| 3 |
Two Sigma Investments
New York
|
-$15.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$11.5K |
| 5 |
CWM
Cahill Wealth Management
Portage,
Michigan
|
-$7.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altium Capital Management
New York
| $106K | +$716K | +1,715 | New |
|
|
DCM
2
Donaldson Capital Management
Evansville,
Indiana
| $19.2K | +$129K | +310 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $12.5K | +$72.6K | +174 | +621% |
|
|
4
Jane Street
New York
| $4.94K | +$33.4K | +80 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $4.72K | +$25.9K | +62 | +443% |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $2.04K | -$2.92K | -7 | -18% |
|
|
CWM
7
Cahill Wealth Management
Portage,
Michigan
| $1.26K | -$7.1K | -17 | -46% |
|
8
Morgan Stanley
New York
| $26 | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $22 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$49.9K | -42 | Closed |
|
|
PCM
11
Perritt Capital Management
Chicago,
Illinois
| – | -$25K | -21 | Closed |
|
|
12
Two Sigma Investments
New York
| – | -$15.4K | -13 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$11.5K | -10 | Closed |
|
14
JP Morgan Chase
New York
| – | -$11 | – | – |
|
XPON Hedge Fund Activity: Q3 2024 in Review
7 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q3 2024, worth a combined $151K — down 39% from $246K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XPON and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Altium Capital Management, opening a new position worth an estimated $716K. The largest seller was Citadel Advisors, exiting entirely with an estimated $49.9K sold.
- 7 institutional investors held Expion360 (XPON) as of Q3 2024, down from 8 in Q2 2024.
- Funds reported $151K of Expion360 stock for Q3 2024, down 39% quarter-over-quarter.
- 3 funds opened new Expion360 positions in Q3 2024 and 4 closed out, a net change of -1 holder.
- The largest Expion360 buyer in Q3 2024 was Altium Capital Management, an estimated $716K added.
- The largest Expion360 seller in Q3 2024 was Citadel Advisors, an estimated $49.9K sold.
Based on aggregated 13F filings for Q3 2024.