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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
FWM
1001
FLP Wealth Management
Arkansas
$4.75K +$4.71K +223 New
RWM
1002
Rialto Wealth Management
New York
$4.74K +$4.69K +222 New
W
1003
WealthCollab
Washington
$4.66K
CIR
1004
Clear Investment Research
Georgia
$4.62K +$42 +2 +0.9%
NRWA
1005
North Ridge Wealth Advisors
Oregon
$4.4K +$4.35K +206 New
MSWM
1006
Mowery & Schoenfeld Wealth Management
Illinois
$4.38K +$4.33K +205 New
AIC
1007
Archer Investment Corporation
Indiana
$4.27K
HI
1008
Hoey Investments
Pennsylvania
$4.27K
OW
1009
Olistico Wealth
Oklahoma
$4.27K
WBC
1010
West Branch Capital
Massachusetts
$4.27K
CBT
1011
Crews Bank & Trust
Florida
$4.27K +$4.22K +200 New
FDW
1012
Fourth Dimension Wealth
Ohio
$4.27K +$4.22K +200 New
HIW
1013
Holos Integrated Wealth
Pennsylvania
$4.27K +$4.22K +200 New
STB
1014
S&T Bank
Pennsylvania
$4.27K +$4.22K +200 New
VWM
1015
Vermillion Wealth Management
Minnesota
$4.27K +$4.22K +200 New
BG
1016
Bollard Group
Massachusetts
$4K +$21 +1 +0.6%
RWM
1017
Ruedi Wealth Management
Illinois
$3.76K
DFA
1018
DHJJ Financial Advisors
Illinois
$3.63K -$211 -10 -6%
MA
1019
MCF Advisors
Kentucky
$3.61K -$112K -5,326 -97%
MFT
1020
Moisand Fitzgerald Tamayo
Florida
$3.5K
FGA
1021
Fortis Group Advisors
New Jersey
$3.48K
TCG
1022
Transcendent Capital Group
Oklahoma
$3.18K
FFO
1023
Fortitude Family Office
Arizona
$2.92K +$253 +12 +10%
PA
1024
Pineridge Advisors
Missouri
$2.91K +$612 +29 +27%
Q1WB
1025
Quest 10 Wealth Builders
Virginia
$2.86K +$2.83K +134 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.