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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
KF
1126
Krilogy Financial
Missouri
– -$235K -11,025 Closed
AWM
1127
Avior Wealth Management
Nebraska
– -$234K -10,943 Closed
BPWM
1128
Badgley Phelps Wealth Managers
Washington
– -$235K -10,941 Closed
GCM
1129
Gibraltar Capital Management
Oklahoma
– -$233K -10,900 Closed
CPIG
1130
Chicago Partners Investment Group
Illinois
– -$238K -10,814 Closed
I
1131
IMPACTfolio
Colorado
– -$229K -10,736 Closed
N
1132
Numerai
California
– -$226K -10,597 Closed
RBFC
1133
Roman Butler Fullerton & Co
Missouri
– -$241K -10,507 Closed
WG
1134
Winton Group
United Kingdom
– -$221K -10,362 Closed
SCA
1135
Snowden Capital Advisors
New York
– -$214K -9,986 Closed
MCCA
1136
Mill Creek Capital Advisors
Pennsylvania
– -$210K -9,841 Closed
Empower Advisory Group
1137
Empower Advisory Group
Colorado
– -$207K -9,703 Closed
FIA
1138
Foundations Investment Advisors
Arizona
– -$206K -9,660 Closed
MAM
1139
Mystic Asset Management
Rhode Island
– -$204K -9,573 Closed
BCM
1140
BluePath Capital Management
Georgia
– -$208K -9,485 Closed
Jacobs Levy Equity Management
1141
Jacobs Levy Equity Management
New Jersey
– -$201K -9,418 Closed
WSC
1142
Wellington Shields & Co
New York
– -$201K -9,400 Closed
CFP
1143
Catalyst Financial Partners
Massachusetts
– -$200K -9,375 Closed
CFGS
1144
Concourse Financial Group Securities
Alabama
– -$225K -9,210 Closed
Cohen & Steers
1145
Cohen & Steers
New York
– -$150K -7,045 Closed
MW
1146
Maia Wealth
Colorado
– -$128K -6,000 Closed
SIM
1147
Sentry Investment Management
Wisconsin
– -$114K -5,330 Closed
EBA
1148
Eagle Bay Advisors
New York
– -$97.4K -4,533 Closed
IIM
1149
Intact Investment Management
Quebec, Canada
– -$63.7K -3,200 Closed
VWM
1150
Venturi Wealth Management
Texas
– -$55.8K -2,613 Closed
44 45
46
47 48

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.