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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
CL
601
Choreo LLC
Illinois
$452K -$101K -4,770 -18%
SAM
602
Silvercrest Asset Management
New York
$452K
TC
603
TownSquare Capital
Utah
$444K +$21.9K +1,036 +5%
NRS
604
Neville Rodie & Shaw
New York
$444K +$84.4K +4,000 +24%
CCA
605
Checchi Capital Advisers
California
$443K -$6.35K -301 -1%
MFG
606
MidWestOne Financial Group
Iowa
$441K -$17.2K -814 -4%
CCAL
607
City Center Advisors LLC
Michigan
$436K -$54.5K -2,580 -11%
SFI
608
SPC Financial Inc
Maryland
$433K +$1.52K +72 +0.4%
IFG
609
Independent Financial Group
California
$433K -$6.52K -309 -2%
KIG
610
Kessler Investment Group
Indiana
$432K +$35.1K +1,662 +9%
RG
611
Rathbones Group
United Kingdom
$432K -$42.9K -2,033 -9%
AAIS
612
ABN AMRO Investment Solutions
$428K +$1.25K +59 +0.3%
RC
613
RBF Capital
California
$427K -$211K -10,000 -33%
PCMI
614
Paradigm Capital Management Inc
New York
$427K
SACTSONJ
615
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$427K
WF
616
Welch & Forbes
Massachusetts
$426K -$31.7K -1,500 -7%
AC
617
Avestar Capital
New York
$426K +$119K +5,658 +40%
MOS
618
MGO One Seven
Ohio
$424K +$419K +19,864 New
Baird Financial Group
619
Baird Financial Group
Wisconsin
$419K +$153K +7,260 +59%
BCM
620
Brookstone Capital Management
Illinois
$414K +$57.6K +2,727 +16%
FLPIM
621
F.L. Putnam Investment Management
Massachusetts
$412K -$5.87K -278 -1%
EI
622
Ellevest Inc
New York
$411K +$28K +1,325 +7%
WWM
623
Western Wealth Management
Colorado
$411K -$11.1K -526 -3%
WDA
624
Wendell David Associates
New Hampshire
$410K
MSA
625
MUFG Securities Americas
New York
$409K +$405K +19,170 New

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.