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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
SIC
876
Salem Investment Counselors
North Carolina
$34.4K
CAL
877
Capital Analysts LLC
Pennsylvania
$34K -$2.62K -124 -7%
AA
878
Ancora Advisors
Ohio
$33.4K +$1.31K +62 +4%
CMP
879
Coston McIsaac & Partners
Maine
$32K
TF
880
Tandem Financial
Colorado
$31.5K +$30.9K +1,466 New
AG
881
AmeriFlex Group
Nevada
$30.8K +$30.7K +1,455 New
FMP
882
Financial Management Professionals
Texas
$30.5K
VNA
883
Valley National Advisers
Pennsylvania
$30K
RA
884
Rise Advisors
New York
$29.1K -$13.4K -637 -32%
SWA
885
SOA Wealth Advisors
New York
$29K -$1.54K -73 -5%
CFO
886
CVA Family Office
Colorado
$28.6K +$11.9K +562 +72%
JWA
887
JFS Wealth Advisors
Pennsylvania
$28.5K
CWM
888
Consultiva Wealth Management
Puerto Rico
$28.2K +$27.9K +1,321 New
CA
889
Centerpoint Advisors
Massachusetts
$28K
WAM
890
WFA Asset Management
Wisconsin
$27.6K +$127 +6 +0.5%
MCM
891
Manchester Capital Management
Vermont
$27.4K -$781 -37 -3%
VWM
892
Valley Wealth Managers
New Jersey
$27.2K
DJSG
893
D.J. St. Germain
Massachusetts
$27K
USB
894
Union Savings Bank
Connecticut
$27K
FFL
895
Financial Freedom LLC
Ohio
$26.5K +$169 +8 +0.6%
HNB
896
Hilltop National Bank
Wyoming
$26K
BCMLT
897
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K -$21.6K -1,024 -46%
ETS
898
ESL Trust Services
New York
$25.6K +$25.3K +1,200 New
GJIA
899
Glass Jacobson Investment Advisors
Maryland
$25.1K +$4.33K +205 +21%
PFG
900
Putney Financial Group
California
$25K +$24.7K +1,171 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.