Expion360
XPON
7 hedge funds and large institutions have $130K invested in Expion360 in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
270% more capital invested
Capital invested by funds: $35.1K → $130K (+$94.8K)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0.32% more ownership
Funds ownership: 0.06% → 0.37% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$73K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$69.5K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.56K |
| 5 |
Barclays
London,
United Kingdom
|
+$65 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$7.17K |
| 2 |
Citigroup
New York
|
-$124 |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$114 |
| 4 |
Morgan Stanley
New York
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $58.8K | +$73K | +4,494 | +642% |
|
|
2
Citadel Advisors
Miami,
Florida
| $46.3K | +$69.5K | +4,278 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $18.5K | +$27.8K | +1,712 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $6.14K | +$4.56K | +281 | +108% |
|
|
5
Barclays
London,
United Kingdom
| $41 | +$65 | +4 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $22 | -$114 | -7 | -78% |
|
|
SS
7
SBI Securities
Tokyo,
Japan
| $9 | +$16 | +1 | New |
|
|
CWM
8
Copia Wealth Management
Bend,
Oregon
| $5 | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$7.17K | -250 | Closed |
|
|
10
Citigroup
New York
| – | -$124 | -4 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$12 | – | – |
|
XPON Hedge Fund Activity: Q1 2025 in Review
7 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q1 2025, worth a combined $130K — up 270% from $35.1K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XPON positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $73K. The largest seller was IFP Advisors, exiting entirely with an estimated $7.17K sold.
- 7 institutional investors held Expion360 (XPON) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $130K of Expion360 stock for Q1 2025, up 270% quarter-over-quarter.
- 4 funds opened new Expion360 positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Expion360 buyer in Q1 2025 was UBS Group, an estimated $73K added.
- The largest Expion360 seller in Q1 2025 was IFP Advisors, an estimated $7.17K sold.
Based on aggregated 13F filings for Q1 2025.