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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
RFG
1051
REAP Financial Group
Texas
$854
GSWM
1052
Golden State Wealth Management
California
$854 +$844 +40 New
MAS
1053
MPWM Advisory Solutions
Georgia
$769 +$760 +36 New
CCA
1054
Criterion Capital Advisors
Tennessee
$763
HWA
1055
HHM Wealth Advisors
Tennessee
$748 +$739 +35 New
GFPC
1056
Global Financial Private Client
Florida
$747 +$739 +35 New
NL
1057
NVWM LLC
Pennsylvania
$683
CTWM
1058
Cherry Tree Wealth Management
Minnesota
$662 -$4.14K -196 -86%
AAG
1059
Accordant Advisory Group
Maryland
$662
RTC
1060
Riverview Trust Company
Washington
$662
DWA
1061
Delos Wealth Advisors
Texas
$641
JFG
1062
JDM Financial Group
Texas
$641
PWA
1063
Principia Wealth Advisory
Texas
$641 +$633 +30 New
TFM
1064
TFC Financial Management
Massachusetts
$620
SC
1065
Stance Capital
Massachusetts
$619 +$612 +29 New
CAWM
1066
Capital A Wealth Management
Pennsylvania
$598 +$591 +28 New
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$534
MCA
1068
Maryland Capital Advisors
Maryland
$406
PWM
1069
Parkworth Wealth Management
California
$406 +$401 +19 New
CPG
1070
Cornerstone Planning Group
New Jersey
$390 +$359 +17 New
WW
1071
Winnow Wealth
Texas
$374 +$380 +18 New
NS
1072
NBC Securities
Alabama
$324 -$321K -15,186 -100%
KB
1073
Kimelman & Baird
New York
$321
RAM
1074
Riggs Asset Management
Pennsylvania
$321
MAM
1075
Morse Asset Management
Connecticut
$299

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.