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Hewlett Packard
HPE

1,109 hedge funds and large institutions have $28.5B invested in Hewlett Packard in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 430 increasing their positions, 341 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

26% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 341

17% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 119

0% less funds holding

Funds holding: 1,111 → 1,109 (-2)

0.45% less ownership

Funds ownership: 90.93% → 90.49% (-0.45%)

2% less capital invested

Capital invested by funds: $29.2B → $28.5B (-$640M)

10% less call options, than puts

Call options by funds: $418M | Put options by funds: $464M

Holders
1,109
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
13.65%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.14%
New
139
Increased
430
Reduced
341
Closed
119
Calls
$418M
Puts
$464M
Net Calls
-$45.3M
Net Calls Change
-$15.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$468M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$228M
3
EIM
Elliott Investment Management
Florida
+$195M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$182M
5
Goldman Sachs
Goldman Sachs
New York
+$92.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$232M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$205M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$186M
4
Amundi
Amundi
France
-$161M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1201
Global Wealth Strategies & Associates
Colorado
– -$16.4K -684 Closed
RMC
1202
Resources Management Corp
Connecticut
– -$15K -625 Closed
WOSD
1203
WFA of San Diego
California
– -$12.4K -516 Closed
CA
1204
Cresta Advisors
Texas
– -$12.2K -506 Closed
AIP
1205
Alexis Investment Partners
Texas
– -$12K -500 Closed
EWA
1206
EQ Wealth Advisors
Texas
– -$8.98K -374 Closed
EW
1207
Elyxium Wealth
California
– -$8.23K -343 Closed
HHMI
1208
Howard Hughes Medical Institute
Maryland
– -$6.82K -284 Closed
CIAS
1209
CBIZ Investment Advisory Services
Ohio
– -$6.48K -268 Closed
GA
1210
GoalVest Advisory
New York
– -$6K -250 Closed
PMFA
1211
Plante Moran Financial Advisors
Michigan
– -$5.93K -247 Closed
TIAAOA
1212
Teachers Insurance & Annuity Association of America
New York
– -$5.36K -223 Closed
SA
1213
Strategic Advocates
Utah
– -$5.29K -220 Closed
HC
1214
Hurley Capital
New York
– -$5.04K -210 Closed
NL
1215
Navalign LLC
California
– -$4.83K -201 Closed
BAM
1216
Byrne Asset Management
New Jersey
– -$4.8K -200 Closed
GAFA
1217
Garton & Associates Financial Advisors
Kentucky
– -$3.2K -133 Closed
TFA
1218
Toth Financial Advisory
Virginia
– -$2.26K -94 Closed
WWA
1219
Wealth Watch Advisors
Colorado
– -$1.37K -57 Closed
PAI
1220
Pittenger & Anderson Inc
Nebraska
– -$1.2K -50 Closed
MSWA
1221
Marshall & Sterling Wealth Advisors
New York
– -$985 -41 Closed
HWM
1222
HighMark Wealth Management
Minnesota
– -$480 -20 Closed
Q1WB
1223
Quest 10 Wealth Builders
Virginia
– -$491 -20 Closed
SHIM
1224
Stone House Investment Management
Pennsylvania
– -$288 -12 Closed
OC
1225
Optima Capital
Oregon
– -$242 -10 Closed
46 47 48
49
50

HPE Hedge Fund Activity: Q1 2026 in Review

1,109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2026, worth a combined $28.5B — down 2.2% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new HPE positions and 119 closed out — a net gain of 20 holders — while 430 added to existing stakes and 341 trimmed.

The largest buyer was Capital World Investors, adding an estimated $468M. The largest seller was Citadel Advisors, cutting an estimated $232M.

  • 1,109 institutional investors held Hewlett Packard (HPE) as of Q1 2026, down from 1,111 in Q4 2025.
  • Funds reported $28.5B of Hewlett Packard stock for Q1 2026, down 2.2% quarter-over-quarter.
  • 139 funds opened new Hewlett Packard positions in Q1 2026 and 119 closed out, a net change of +20 holders.
  • The largest Hewlett Packard buyer in Q1 2026 was Capital World Investors, an estimated $468M added.
  • The largest Hewlett Packard seller in Q1 2026 was Citadel Advisors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2026.