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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
SMH
551
Sanders Morris Harris
Texas
$555K
VC
552
Veracity Capital
Georgia
$554K -$1.56K -74 -0.3%
QC
553
Quadrature Capital
United Kingdom
$554K -$1.92M -90,741 -78%
FPAS
554
Focus Partners Advisor Solutions
Missouri
$554K -$95.5K -4,523 -15%
4WM
555
44 Wealth Management
Oregon
$553K -$29.7K -1,407 -5%
PF
556
Phoenix Financial
Israel
$550K -$56.6K -2,679 -9%
ASN
557
Advisory Services Network
Georgia
$548K +$140K +6,651 +35%
GIM
558
Grassi Investment Management
California
$547K
VI
559
Vestcor Inc
New Brunswick, Canada
$545K -$549 -26 -0.1%
KCM
560
Kathmere Capital Management
Pennsylvania
$544K +$251K +11,869 +87%
Envestnet Portfolio Solutions
561
Envestnet Portfolio Solutions
Illinois
$541K +$140K +6,629 +35%
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$540K +$196K +9,283 +58%
SW
563
SVB Wealth
Massachusetts
$536K +$530K +25,098 New
SFA
564
Sequoia Financial Advisors
Ohio
$533K +$104K +4,916 +24%
BMC
565
Benin Management Corp
Connecticut
$532K +$526K +24,928 New
AI
566
Atria Investments
North Carolina
$530K +$103K +4,864 +24%
WSFS
567
Wilmington Savings Fund Society
Delaware
$530K +$887 +42 +0.2%
SAM
568
Smartleaf Asset Management
Massachusetts
$530K +$27.2K +1,288 +5%
APWM
569
Argonautica Private Wealth Management
Massachusetts
$525K -$4.52K -214 -0.9%
PFS
570
Prospera Financial Services
Texas
$519K +$513K +24,309 New
MIM
571
Montgomery Investment Management
Maryland
$518K
WAM
572
Wakefield Asset Management
Colorado
$517K +$511K +24,208 New
RIA
573
Regal Investment Advisors
Michigan
$516K +$110K +5,198 +27%
CCM
574
Coldstream Capital Management
Washington
$514K +$26.9K +1,275 +6%
ST
575
Smithfield Trust
Pennsylvania
$513K

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.