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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
HGERS
1151
Householder Group Estate & Retirement Specialist
Arizona
-$6K -300 Closed
BOC
1152
Bull Oak Capital
California
-$5.5K -269 Closed
GJWM
1153
Gilliland Jeter Wealth Management
Arkansas
-$5.42K -265 Closed
PS
1154
Planned Solutions
California
-$5.38K -263 Closed
NFA
1155
Northwest Financial Advisors
Virginia
-$5.12K -250 Closed
KSB
1156
Kennebec Savings Bank
Maine
-$4.89K -239 Closed
FFA
1157
Frazier Financial Advisors
Ohio
-$4.13K -202 Closed
CPA
1158
Clear Point Advisors
New York
-$2.8K -137 Closed
CCM
1159
Chilton Capital Management
Texas
-$2.74K -134 Closed
DWM
1160
Darwin Wealth Management
Florida
-$2.51K -123 Closed
WAS
1161
Winch Advisory Services
Wisconsin
-$2.05K -100 Closed
PWA
1162
Provenance Wealth Advisors
Florida
-$1.29K -63 Closed
VAMG
1163
Voisard Asset Management Group
Michigan
-$1.29K -63 Closed
RMC
1164
Resources Management Corp
Connecticut
-$1K -59 Closed
SHIM
1165
Stone House Investment Management
Pennsylvania
-$880 -43 Closed
CWA
1166
Carolina Wealth Advisors
South Carolina
-$307 -15 Closed
SFA
1167
Semmax Financial Advisors
North Carolina
-$315 -14 Closed
CA
1168
Crewe Advisors
Utah
-$246 -12 Closed
MFG
1169
Mendota Financial Group
Wisconsin
-$82 -4 Closed

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.