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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
FHA
726
First Horizon Advisors
Tennessee
$256K -$6.59K -312 -3%
DA
727
Doliver Advisors
Texas
$255K -$1.06K -50 -0.4%
EP
728
Essential Planning
New Hampshire
$252K +$252K +11,960 New
CPA
729
Capital Performance Advisors
California
$251K +$75.7K +3,585 +44%
SWP
730
Stratos Wealth Partners
Ohio
$250K -$20.4K -968 -8%
JFG
731
Jefferies Financial Group
New York
$249K +$246K +11,643 New
ETC
732
Exchange Traded Concepts
Oklahoma
$249K -$25.3K -1,198 -9%
FCH
733
Freestone Capital Holdings
Washington
$248K -$1.81K -86 -0.7%
BA
734
Bridgewater Associates
Connecticut
$246K -$423K -20,015 -63%
AWA
735
Aaron Wealth Advisors
Illinois
$245K -$8.23K -390 -3%
APC
736
Aspire Private Capital
North Carolina
$245K +$1.39K +66 +0.6%
Bank Julius Baer & Co
737
Bank Julius Baer & Co
Switzerland
$244K +$55.6K +2,634 +34%
CTC
738
Central Trust Company
Missouri
$243K +$35.5K +1,681 +17%
NSIM
739
North Star Investment Management
Illinois
$243K
Fisher Asset Management
740
Fisher Asset Management
Washington
$243K -$477K -22,604 -67%
RBFC
741
Roman Butler Fullerton & Co
Missouri
$241K +$5.15K +244 +2%
HFM
742
Harvest Fund Management
China
$241K +$173K +8,198 +265%
AG
743
Algert Global
California
$240K +$237K +11,220 New
1C
744
111 Capital
France
$240K +$237K +11,238 New
BFG
745
Berger Financial Group
Minnesota
$239K +$232 +11 +0.1%
CPIG
746
Chicago Partners Investment Group
Illinois
$238K +$228K +10,814 New
DWM
747
Drive Wealth Management
Utah
$238K +$3.06K +145 +1%
Jones Financial Companies
748
Jones Financial Companies
Missouri
$236K +$125K +5,924 +116%
PA
749
Perennial Advisors
New York
$235K +$233K +11,030 New
KF
750
Krilogy Financial
Missouri
$235K +$233K +11,025 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.