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Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
901
Tanglewood Legacy Advisors
Texas
$10.3K
FWM
902
FSA Wealth Management
Massachusetts
$10.2K +$9.55K +500 New
HIA
903
Harbor Investment Advisory
Maryland
$10K -$363 -19 -4%
JEST
904
JTC Employer Solutions Trustee
Jersey
$10K
SIC
905
SJS Investment Consulting
Ohio
$9.76K -$1.76K -92 -16%
AWM
906
Abound Wealth Management
Tennessee
$9.55K +$401 +21 +5%
AW
907
Avion Wealth
Texas
$9K -$516 -27 -5%
BWL
908
Bogart Wealth LLC
Virginia
$8.9K
SS
909
Sunbelt Securities
Texas
$8.85K -$994 -52 -11%
HFS
910
Horizon Financial Services
North Carolina
$8.51K
PK
911
Pflug Koory
Nebraska
$8.51K +$7.95K +416 New
RS
912
Rakuten Securities
Japan
$8.41K -$72.9K -3,816 -90%
FNWA
913
Financial Network Wealth Advisors
Utah
$8.29K +$478 +25 +7%
FC
914
Family CFO
California
$8.18K
HWA
915
Heritage Wealth Advisors
Virginia
$8.18K
FMTCOCP
916
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
RBC
917
Roble Belko & Company
Pennsylvania
$8K
FDCP
918
Foster Dykema Cabot & Partners
Massachusetts
$7.85K -$96 -5 -1%
BGAI
919
Bruce G. Allen Investments
Colorado
$7.82K +$3.59K +188 +97%
DAM
920
Delta Asset Management
Tennessee
$7.67K -$1.91K -100 -21%
KA
921
Kozak & Associates
Colorado
$7.55K -$2.33K -122 -25%
KPP
922
Kings Path Partners
Texas
$7.33K
DCM
923
Davis Capital Management
Florida
$6.95K
WWP
924
WR Wealth Planners
Missouri
$6.51K +$764 +40 +14%
CFFP
925
Center for Financial Planning
Michigan
$6.47K

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.