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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
AAG
1001
Accordant Advisory Group
Maryland
$479 – – –
CTWM
1002
Cherry Tree Wealth Management
Minnesota
$479 – – –
TFM
1003
TFC Financial Management
Massachusetts
$448 – – –
WW
1004
Winnow Wealth
Texas
$401 +$159 +8 +44%
MSFP
1005
Mark Sheptoff Financial Planning
Connecticut
$386 – – –
WCM
1006
WealthTrak Capital Management
Virginia
$386 +$299 +15 +150%
HHGA
1007
Halbert Hargrove Global Advisors
California
$371 +$478 +24 New
BLC
1008
Brown, Lisle/Cummings
Rhode Island
$370 +$478 +24 New
WA
1009
WestEnd Advisors
North Carolina
$324 +$299 +15 +250%
MCA
1010
Maryland Capital Advisors
Maryland
$294 – – –
PWM
1011
Parkworth Wealth Management
California
$293 – – –
VWA
1012
Valued Wealth Advisors
Utah
$281 -$1.73K -87 -83%
CA
1013
Continuum Advisory
Idaho
$278 -$558 -28 -61%
KB
1014
Kimelman & Baird
New York
$232 – – –
CAM
1015
Chesapeake Asset Management
New York
$231 +$299 +15 New
BHWM
1016
Bay Harbor Wealth Management
Maryland
$217 +$279 +14 New
MAM
1017
Morse Asset Management
Connecticut
$216 – – –
GP
1018
Greenline Partners
New York
$216 +$279 +14 New
AP
1019
Aspect Partners
Virginia
$201 – – –
AGWCA
1020
Annis Gardner Whiting Capital Advisors
Florida
$155 -$6.41K -322 -97%
CMA
1021
Cedar Mountain Advisors
Oregon
$154 – – –
HIA
1022
HFM Investment Advisors
New Jersey
$124 +$159 +8 New
CSB
1023
City State Bank
Iowa
$123 – – –
GA
1024
GoalVest Advisory
New York
$123 +$159 +8 New
LWANC
1025
Laurel Wealth Advisors (North Carolina)
North Carolina
$34 – – –
39 40
41
42 43

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.