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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
RS
951
Rakuten Securities
Japan
$11.9K +$3.12K +148 +36%
AW
952
Avion Wealth
Texas
$11K +$781 +37 +8%
TLA
953
Tanglewood Legacy Advisors
Texas
$10.7K
FWM
954
FSA Wealth Management
Massachusetts
$10.7K
AIP
955
Alexis Investment Partners
Texas
$10.7K +$10.6K +500 New
AFM
956
Aspetuck Financial Management
Connecticut
$10.7K +$10.6K +500 New
BSB
957
Bangor Savings Bank
Maine
$10.7K +$10.6K +500 New
CIAS
958
CBIZ Investment Advisory Services
Ohio
$10.7K +$10.6K +500 New
HIA
959
Harbor Investment Advisory
Maryland
$10.5K
BWL
960
Bogart Wealth LLC
Virginia
$9.3K +$21 +1 +0.2%
WWP
961
WR Wealth Planners
Missouri
$9.27K +$2.45K +116 +36%
SS
962
Sunbelt Securities
Texas
$9.26K +$21 +1 +0.2%
SIC
963
SJS Investment Consulting
Ohio
$9.18K -$992 -47 -10%
BFPW
964
BOK Financial Private Wealth
Colorado
$9.15K -$15.3K -723 -63%
RBC
965
Roble Belko & Company
Pennsylvania
$9K
RDIA
966
RE Dickinson Investment Advisors
Iowa
$9K +$929 +44 New
HFS
967
Horizon Financial Services
North Carolina
$8.88K
PK
968
Pflug Koory
Nebraska
$8.88K
AWM
969
Abound Wealth Management
Tennessee
$8.8K -$1.16K -55 -12%
FC
970
Family CFO
California
$8.54K
HWA
971
Heritage Wealth Advisors
Virginia
$8.54K
BGAI
972
Bruce G. Allen Investments
Colorado
$8.16K
FNWA
973
Financial Network Wealth Advisors
Utah
$8.11K -$528 -25 -6%
DAM
974
Delta Asset Management
Tennessee
$8.01K
FMTCOCP
975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K

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.