We are live on ! Find out more
HPE icon

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
PP
701
PDS Planning
Ohio
$279K -$908 -43 -0.3%
PCM
702
Princeton Capital Management
New Jersey
$278K -$8.51K -403 -3%
WI
703
Westbourne Investments
Virginia
$278K +$274K +13,000 New
SI
704
Severin Investments
Missouri
$277K +$274K +12,977 New
KWA
705
Kingswood Wealth Advisors
California
$277K +$273K +12,951 New
SSW
706
Smith Shellnut Wilson
Mississippi
$276K
APP
707
Avantax Planning Partners
Iowa
$275K +$15.8K +750 +6%
BHBT
708
Burke & Herbert Bank & Trust
Virginia
$274K -$697 -33 -0.3%
PW
709
Peninsula Wealth
California
$271K +$3.19K +151 +1%
WHC
710
Wulff, Hansen & Co
California
$270K
DWM
711
Dakota Wealth Management
Florida
$270K +$19.7K +931 +8%
BCI
712
Brinker Capital Investments
Pennsylvania
$270K -$2.8M -132,737 -91%
OPS
713
Orion Portfolio Solutions
Nebraska
$270K -$2.8M -132,737 -91%
LSPW
714
Lake Street Private Wealth
Illinois
$268K +$19.2K +910 +8%
CCFM
715
Clear Creek Financial Management
Washington
$267K +$1.39K +66 +0.5%
SSG
716
Summit Securities Group
New York
$267K -$52.8K -2,500 -17%
AAM
717
Auxier Asset Management
Oregon
$265K -$20.1K -952 -7%
CA
718
Claro Advisors
Massachusetts
$264K -$73.3K -3,473 -22%
HFP
719
Holistic Financial Partners
Indiana
$264K +$261K +12,363 New
EAM
720
Everstar Asset Management
North Carolina
$263K +$260K +12,324 New
BBA
721
Baader Bank Aktiengesellschaft
Germany
$263K -$25.3K -1,200 -9%
GM
722
GeoWealth Management
Illinois
$262K +$89.3K +4,229 +52%
PS
723
Principal Securities
Iowa
$260K +$63.6K +3,012 +33%
SB
724
Sunflower Bank
Texas
$257K +$36.9K +1,750 +17%
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$257K +$31K +1,468 +14%

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.