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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
CPG
976
Cornerstone Planning Group
New Jersey
$1.53K +$1.65K +83 +488%
TSMHT
977
Thurston Springer Miller Herd & Titak
Indiana
$1.42K +$1.83K +92 New
NRG
978
Nemes Rush Group
Michigan
$1.39K – – –
GK
979
Graney & King
New York
$1.35K +$20 +1 +1%
DWM
980
Dogwood Wealth Management
Kansas
$1.31K +$1.69K +85 New
BCM
981
Blume Capital Management
California
$1.3K +$1.67K +84 New
TWD
982
True Wealth Design
Ohio
$1.25K -$89.1K -4,476 -98%
GFPC
983
Global Financial Private Client
Florida
$1.19K +$836 +42 +120%
TCA
984
Trifecta Capital Advisors
Illinois
$1.1K – – –
AWM
985
Activest Wealth Management
Florida
$1.06K +$1.37K +69 New
CIAM
986
Caitong International Asset Management
Hong Kong
$1K +$1.29K +65 New
TFA
987
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
988
TS Financial Group (TSFG)
Illinois
$1K – – –
CVM
989
Cheviot Value Management
California
$917 +$1.09K +55 New
GWSG
990
GPS Wealth Strategies Group
Colorado
$803 +$40 +2 +4%
PA
991
Pineridge Advisors
Missouri
$798 -$1.67K -84 -62%
PAI
992
Pittenger & Anderson Inc
Nebraska
$772 – – –
TCM
993
Tradewinds Capital Management
Washington
$686 – – –
GAG
994
Goodman Advisory Group
Massachusetts
$663 +$856 +43 New
SHIM
995
Stone House Investment Management
Pennsylvania
$663 +$856 +43 New
BI
996
Binnacle Investments
Iowa
$648 +$836 +42 New
GSWM
997
Golden State Wealth Management
California
$617 – – –
RFG
998
REAP Financial Group
Texas
$617 – – –
NL
999
NVWM LLC
Pennsylvania
$571 +$100 +5 +16%
MAS
1000
MPWM Advisory Solutions
Georgia
$555 – – –
38 39
40
41 42

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.