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Hewlett Packard

1,087 hedge funds and large institutions have $23.2B invested in Hewlett Packard in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 420 increasing their positions, 311 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 84

35% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 311

26% more call options, than puts

Call options by funds: $464M | Put options by funds: $367M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 1,0161,087 (+71)

5% more capital invested

Capital invested by funds: $22.1B → $23.2B (+$1.08B)

0.68% less ownership

Funds ownership: 83.17%82.49% (-0.68%)

Holders
1,087
Holders Change
+71
Holders Change %
+6.99%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
173
Increased
420
Reduced
311
Closed
84
Calls
$464M
Puts
$367M
Net Calls
+$97.2M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$822K +$39.4K +1,864 +5%
KPWS
477
Kestra Private Wealth Services
Texas
$820K -$26.6K -1,260 -3%
SPC
478
Sigma Planning Corp
Michigan
$813K +$20.2K +958 +3%
KeyBank National Association
479
KeyBank National Association
Ohio
$802K +$34.2K +1,618 +5%
HWAM
480
Hennion & Walsh Asset Management
New Jersey
$800K +$791K +37,491 New
MA
481
Mutual Advisors
Nebraska
$798K -$196K -9,281 -21%
B
482
Bailard
California
$796K +$25.4K +1,203 +3%
SRA
483
Secured Retirement Advisors
Minnesota
$788K +$779K +36,917 New
RFC
484
Regions Financial Corp
Alabama
$783K -$49.2K -2,332 -6%
GL
485
Graypoint LLC
New York
$775K +$19.8K +936 +3%
KNW
486
Kesler Norman & Wride
Utah
$772K +$318K +15,061 +71%
LGA
487
Lebenthal Global Advisors
New York
$771K +$347K +16,447 +84%
EF
488
Empowered Funds
Pennsylvania
$767K -$10.1M -479,624 -93%
EWA
489
EP Wealth Advisors
California
$763K +$22.6K +1,069 +3%
CSA
490
Cornerstone Select Advisors
Missouri
$763K +$754K +35,715 New
OWA
491
One Wealth Advisors
California
$762K +$184K +8,732 +32%
DFCM
492
Dark Forest Capital Management
Puerto Rico
$755K +$508K +24,052 +213%
LIM
493
Longfellow Investment Management
Massachusetts
$755K -$48.2K -2,283 -6%
PAS
494
Park Avenue Securities
New York
$753K +$101K +4,774 +16%
LCGC
495
Legacy Capital Group California
California
$743K -$7.03K -333 -0.9%
SG Americas Securities
496
SG Americas Securities
New York
$741K -$1.33M -63,169 -65%
HI
497
Horizon Investments
North Carolina
$731K +$19K +900 +3%
TCM
498
Twin Capital Management
Pennsylvania
$705K +$48.2K +2,285 +7%
DWM
499
Dynasty Wealth Management
Florida
$704K +$268K +12,677 +62%
QP
500
Quartz Partners
New York
$693K +$26.5K +1,257 +4%

HPE Hedge Fund Activity: Q4 2024 in Review

1,087 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2024, worth a combined $23.2B — up 4.9% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new HPE positions and 84 closed out — a net gain of 89 holders — while 420 added to existing stakes and 311 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Citadel Advisors, cutting an estimated $231M.

  • 1,087 institutional investors held Hewlett Packard (HPE) as of Q4 2024, up from 1,016 in Q3 2024.
  • Funds reported $23.2B of Hewlett Packard stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 173 funds opened new Hewlett Packard positions in Q4 2024 and 84 closed out, a net change of +89 holders.
  • The largest Hewlett Packard buyer in Q4 2024 was JP Morgan Chase, an estimated $130M added.
  • The largest Hewlett Packard seller in Q4 2024 was Citadel Advisors, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2024.