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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
AWS
526
Atria Wealth Solutions
New York
$640K -$65.1K -3,086 -9%
CCG
527
Cypress Capital Group
Florida
$632K -$187K -8,867 -23%
SSA
528
Schonfeld Strategic Advisors
New York
$625K -$1.42M -67,045 -70%
PCMM
529
Piedmont Capital Management (Montana)
Montana
$623K
UFF
530
USA Financial Formulas
Michigan
$617K +$610K +28,883 New
FCM
531
Fourpath Capital Management
Oklahoma
$612K
SCM
532
SOL Capital Management
Maryland
$606K -$15.8K -750 -3%
IAMOG
533
Investors Asset Management of Georgia
Georgia
$605K -$14.9K -707 -2%
S
534
SignatureFD
Georgia
$597K +$14K +663 +2%
PI
535
PineBridge Investments
New York
$593K -$20.2M -957,783 -97%
WIA
536
World Investment Advisors
California
$593K +$587K +27,785 New
SA
537
Sage Advisors
Colorado
$592K +$3.67K +174 +0.6%
PWM
538
Pines Wealth Management
North Carolina
$580K +$555K +26,275 New
APG
539
Abacus Planning Group
South Carolina
$580K +$12.9K +609 +2%
VF
540
Vest Financial
Virginia
$575K +$115K +5,470 +25%
ZIG
541
Zuckerman Investment Group
Illinois
$573K +$127K +6,000 +27%
AG
542
Ascent Group
Virginia
$571K +$186K +8,811 +49%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$567K -$92.1K -4,363 -14%
M
544
Mirova
France
$565K +$559K +26,459 New
CM
545
Caption Management
Oklahoma
$563K -$1.03M -48,612 -65%
DC
546
Davenport & Co
Virginia
$561K +$555K +26,297 New
GT
547
Greenleaf Trust
Michigan
$561K -$24.7K -1,170 -4%
KA
548
KLCM Advisors
Wisconsin
$560K +$2.03K +96 +0.4%
CK
549
Cohen Klingenstein
New York
$559K
EFM
550
E Fund Management
China
$558K +$147K +6,965 +36%

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.