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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
PCFFS
851
Pacific Center for Financial Services
California
$59.4K
BIA
852
Bell Investment Advisors
California
$57.3K -$5.64K -267 -9%
HC
853
Hara Capital
Washington
$55.9K +$55.3K +2,618 New
VWM
854
Venturi Wealth Management
Texas
$55.8K -$3.12K -148 -5%
HCP
855
Hexagon Capital Partners
Arkansas
$55.1K +$3.84K +182 +8%
FFA
856
Founders Financial Alliance
North Carolina
$54K +$148 +7 +0.3%
SWM
857
Spire Wealth Management
Virginia
$53.2K +$4.62K +219 +10%
PFBT
858
Parkside Financial Bank & Trust
Missouri
$51.7K +$802 +38 +2%
VLKIM
859
Van Lanschot Kempen Investment Management
Netherlands
$51.2K
LJHT
860
Laurie J. Hall Trustee
$51K -$5.28K -250 -9%
Kayne Anderson Rudnick Investment Management
861
Kayne Anderson Rudnick Investment Management
California
$47K -$17.9K -849 -28%
PWA
862
Physician Wealth Advisors
Utah
$45.6K +$45.1K +2,138 New
RS
863
R Squared
Hong Kong
$45.3K +$44.8K +2,120 New
ANBT
864
American National Bank & Trust
Texas
$43K +$1.39K +66 +3%
CWP
865
Concord Wealth Partners
Virginia
$42.7K +$211 +10 +0.5%
HWM
866
Hemington Wealth Management
Virginia
$41K +$2.98K +141 +8%
CSC
867
Caldwell Sutter Capital
California
$40.6K
SR
868
Syntax Research
Florida
$40.5K
CF
869
Conquis Financial
California
$40.5K +$40K +1,897 New
MA
870
Montag & Associates
Georgia
$40.5K
RDFA
871
Ritter Daniher Financial Advisory
Ohio
$40.5K
CFB
872
Cullen/Frost Bankers
Texas
$38.6K -$8.06K -382 -17%
EC
873
Elequin Capital
New York
$37.4K +$37K +1,754 New
IA
874
IFP Advisors
Florida
$35.7K -$971 -46 -3%
SC
875
Swan Capital
Florida
$34.5K

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.