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Hewlett Packard
HPE

1,030 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 375 increasing their positions, 346 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $486M | Put options by funds: $339M

5.64% more ownership

Funds ownership: 82.49% → 88.12% (+5.6%)

8% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 346

5% less funds holding

Funds holding: 1,087 → 1,030 (-57)

23% less capital invested

Capital invested by funds: $23.2B → $17.9B (-$5.32B)

26% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 152

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
1,030
Holders Change
-57
Holders Change %
-5.24%
% of All Funds
13.81%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
112
Increased
375
Reduced
346
Closed
152
Calls
$486M
Puts
$339M
Net Calls
+$147M
Net Calls Change
+$50M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$834M
2
UBS Group
UBS Group
Switzerland
+$663M
3
JP Morgan Chase
JP Morgan Chase
New York
+$527M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$302M
5
BlackRock
BlackRock
New York
+$201M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$280M
2
Boston Partners
Boston Partners
Massachusetts
-$220M
3
Millennium Management
Millennium Management
New York
-$100M
4
Marshall Wace
Marshall Wace
United Kingdom
-$89.8M
5
N
Nuveen
North Carolina
-$86.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
926
Rialto Wealth Management
New York
$4.66K +$1.59K +80 +36%
HCM
927
Hollencrest Capital Management
California
$4.54K – – –
WA
928
Whipplewood Advisors
Colorado
$4.07K -$538 -27 -10%
OW
929
Olistico Wealth
Oklahoma
$3.97K +$1.14K +57 +29%
SIM
930
Synergy Investment Management
Florida
$3.86K – – –
CHC
931
City Holding Co
West Virginia
$3.86K – – –
PMFA
932
Plante Moran Financial Advisors
Michigan
$3.81K – – –
BA
933
Bellwether Advisors
Nebraska
$3.6K – – –
SS
934
Sunbelt Securities
Texas
$3.46K -$4.16K -209 -48%
CIA
935
Cape Investment Advisory
Georgia
$3.46K – – –
W
936
WealthCollab
Washington
$3.36K – – –
CIR
937
Clear Investment Research
Georgia
$3.36K +$20 +1 +0.5%
PWA
938
Principia Wealth Advisory
Texas
$3.33K +$3.98K +200 +667%
HIA
939
Harbor Investment Advisory
Maryland
$3.26K -$5.58K -280 -57%
AIC
940
Archer Investment Corporation
Indiana
$3.09K – – –
CBT
941
Crews Bank & Trust
Florida
$3.09K – – –
FDW
942
Fourth Dimension Wealth
Ohio
$3.09K – – –
HI
943
Hoey Investments
Pennsylvania
$3.09K – – –
HIW
944
Holos Integrated Wealth
Pennsylvania
$3.09K – – –
STB
945
S&T Bank
Pennsylvania
$3.09K – – –
VWM
946
Vermillion Wealth Management
Minnesota
$3.09K – – –
WBC
947
West Branch Capital
Massachusetts
$3.09K – – –
BG
948
Bollard Group
Massachusetts
$3K +$20 +1 +0.6%
NEWAS
949
N.E.W. Advisory Services
Wisconsin
$2.92K +$3.76K +189 New
PPWM
950
PFG Private Wealth Management
Florida
$2.84K +$3.66K +184 New
36 37
38
39 40

HPE Hedge Fund Activity: Q1 2025 in Review

1,030 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2025, worth a combined $17.9B — down 23% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of HPE and 112 opened new positions — a net loss of 40 holders — while 346 trimmed existing stakes and 375 added.

The largest buyer was Goldman Sachs, adding an estimated $834M. The largest seller was Pacer Advisors, cutting an estimated $280M.

  • 1,030 institutional investors held Hewlett Packard (HPE) as of Q1 2025, down from 1,087 in Q4 2024.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2025, down 23% quarter-over-quarter.
  • 112 funds opened new Hewlett Packard positions in Q1 2025 and 152 closed out, a net change of -40 holders.
  • The largest Hewlett Packard buyer in Q1 2025 was Goldman Sachs, an estimated $834M added.
  • The largest Hewlett Packard seller in Q1 2025 was Pacer Advisors, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2025.