Expion360
XPON
5 hedge funds and large institutions have $35.1K invested in Expion360 in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 6 closing their positions.
0.05% more ownership
Funds ownership: 0% → 0.06% (+0.05%)
29% less funds holding
Funds holding: 7 → 5 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
77% less capital invested
Capital invested by funds: $151K → $35.1K (-$116K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.2K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$8.81K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$317 |
| 5 |
Citigroup
New York
|
+$141 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Altium Capital Management
New York
|
-$106K |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$19.2K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$12.5K |
| 4 |
Jane Street
New York
|
-$4.94K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $20.1K | +$22K | +624 | +821% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $7.47K | +$9.2K | +261 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $7.17K | +$8.81K | +250 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $251 | +$317 | +9 | New |
|
|
5
Citigroup
New York
| $124 | +$141 | +4 | New |
|
|
CWM
6
Copia Wealth Management
Bend,
Oregon
| $12 | – | – | – |
|
7
Morgan Stanley
New York
| $12 | – | – | – |
|
|
SS
8
SBI Securities
Tokyo,
Japan
| $10 | – | – | – |
|
|
ACM
9
Altium Capital Management
New York
| – | -$106K | -1,715 | Closed |
|
|
DCM
10
Donaldson Capital Management
Evansville,
Indiana
| – | -$19.2K | -310 | Closed |
|
|
11
Geode Capital Management
Boston,
Massachusetts
| – | -$12.5K | -202 | Closed |
|
|
12
Jane Street
New York
| – | -$4.94K | -80 | Closed |
|
|
13
Vanguard Group
Malvern,
Pennsylvania
| – | -$2.04K | -33 | Closed |
|
|
CWM
14
Cahill Wealth Management
Portage,
Michigan
| – | -$1.26K | -20 | Closed |
|
XPON Hedge Fund Activity: Q4 2024 in Review
5 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q4 2024, worth a combined $35.1K — down 77% from $151K a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XPON and 4 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $22K. The largest seller was Altium Capital Management, exiting entirely with an estimated $106K sold.
- 5 institutional investors held Expion360 (XPON) as of Q4 2024, down from 7 in Q3 2024.
- Funds reported $35.1K of Expion360 stock for Q4 2024, down 77% quarter-over-quarter.
- 4 funds opened new Expion360 positions in Q4 2024 and 6 closed out, a net change of -2 holders.
- The largest Expion360 buyer in Q4 2024 was UBS Group, an estimated $22K added.
- The largest Expion360 seller in Q4 2024 was Altium Capital Management, an estimated $106K sold.
Based on aggregated 13F filings for Q4 2024.