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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
GF
1101
Gries Financial
Ohio
– -$318K -14,903 Closed
AWM
1102
Ariadne Wealth Management
California
– -$317K -14,770 Closed
PI
1103
PFG Investments
New York
– -$299K -14,001 Closed
FB
1104
Fulton Bank
Pennsylvania
– -$288K -13,501 Closed
WI
1105
Westbourne Investments
Virginia
– -$278K -13,000 Closed
SI
1106
Severin Investments
Missouri
– -$277K -12,977 Closed
KWA
1107
Kingswood Wealth Advisors
California
– -$277K -12,951 Closed
DWM
1108
Dakota Wealth Management
Florida
– -$270K -12,646 Closed
LSPW
1109
Lake Street Private Wealth
Illinois
– -$268K -12,547 Closed
CA
1110
Claro Advisors
Massachusetts
– -$264K -12,369 Closed
HFP
1111
Holistic Financial Partners
Indiana
– -$264K -12,363 Closed
EAM
1112
Everstar Asset Management
North Carolina
– -$263K -12,324 Closed
EP
1113
Essential Planning
New Hampshire
– -$252K -11,960 Closed
DA
1114
Doliver Advisors
Texas
– -$255K -11,950 Closed
CPA
1115
Capital Performance Advisors
California
– -$251K -11,776 Closed
SWP
1116
Stratos Wealth Partners
Ohio
– -$250K -11,699 Closed
JFG
1117
Jefferies Financial Group
New York
– -$249K -11,643 Closed
AWA
1118
Aaron Wealth Advisors
Illinois
– -$245K -11,495 Closed
APC
1119
Aspire Private Capital
North Carolina
– -$245K -11,478 Closed
Fisher Asset Management
1120
Fisher Asset Management
Washington
– -$243K -11,369 Closed
HFM
1121
Harvest Fund Management
China
– -$241K -11,296 Closed
1C
1122
111 Capital
France
– -$240K -11,238 Closed
AG
1123
Algert Global
California
– -$240K -11,220 Closed
BFG
1124
Berger Financial Group
Minnesota
– -$239K -11,192 Closed
DWM
1125
Drive Wealth Management
Utah
– -$238K -11,084 Closed
43 44
45
46 47

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.