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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
SL
751
Sentry LLC
Tennessee
$235K
BPWM
752
Badgley Phelps Wealth Managers
Washington
$235K
AWM
753
Avior Wealth Management
Nebraska
$234K +$27K +1,278 +13%
GCM
754
Gibraltar Capital Management
Oklahoma
$233K -$27K -1,279 -11%
SFWA
755
Summit Financial Wealth Advisors
Louisiana
$232K
PFPT
756
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K -$8.8K -417 -4%
I
757
IMPACTfolio
Colorado
$229K -$549 -26 -0.2%
DOA
758
D'Orazio & Associates
Virginia
$229K +$8.02K +380 +4%
TCWM
759
Total Clarity Wealth Management
Illinois
$228K -$18.1K -858 -7%
CA
760
Clearstead Advisors
Ohio
$227K -$15.5K -736 -6%
SFS
761
Sharp Financial Services
Pennsylvania
$226K -$33.8K -1,600 -13%
N
762
Numerai
California
$226K +$224K +10,597 New
CFGS
763
Concourse Financial Group Securities
Alabama
$225K +$11.9K +566 +7%
WPC
764
Wedmont Private Capital
Pennsylvania
$224K +$214K +10,154 New
GCM
765
Gator Capital Management
Florida
$224K +$222K +10,500 New
CNBOF
766
City National Bank of Florida
Florida
$224K +$221K +10,478 New
SW
767
Simplicity Wealth
New Jersey
$224K +$221K +10,478 New
FFB
768
First Financial Bankshares
Texas
$223K
CAS
769
Coppell Advisory Solutions
Texas
$221K
WG
770
Winton Group
United Kingdom
$221K -$43.4K -2,055 -17%
UB
771
UMB Bank
Missouri
$221K +$66.1K +3,131 +43%
IIM
772
Ironwood Investment Management
Massachusetts
$221K
PWS
773
Peterson Wealth Services
Utah
$219K +$844 +40 +0.4%
ST
774
Spinnaker Trust
Maine
$215K -$85.8K -4,065 -29%
SCA
775
Snowden Capital Advisors
New York
$214K -$132K -6,231 -38%

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.