1,143 hedge funds and large institutions have $20.7B invested in HP in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 418 increasing their positions, 397 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-21
Holders Change %
-1.8%
% of All Funds
15.53%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
127
Increased
418
Reduced
397
Closed
128
Calls
$257M
Puts
$203M
Net Calls
+$54.4M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
476
LMG Wealth Partners
Louisiana
$947K +$947K +34,218 New
RFG
477
Range Financial Group
Oregon
$947K +$86.1K +3,110 +10%
Fifth Third Bancorp
478
Fifth Third Bancorp
Ohio
$932K -$65.5K -2,365 -7%
SCM
479
SOL Capital Management
Maryland
$922K
ECM
480
Everence Capital Management
Indiana
$915K +$86.4K +3,120 +10%
MCM
481
Mork Capital Management
California
$914K
Lido Advisors
482
Lido Advisors
California
$913K -$455K -16,272 -33%
MYAM
483
Meiji Yasuda Asset Management
Japan
$911K -$10.4K -376 -1%
ZIG
484
Zurich Insurance Group
Switzerland
$911K
BWS
485
Buck Wealth Strategies
Colorado
$902K +$902K +32,573 New
EWM
486
EPG Wealth Management
Georgia
$891K +$53K +1,914 +6%
IWC
487
Integrated Wealth Concepts
Massachusetts
$887K +$53.1K +1,916 +6%
CPWA
488
Cerro Pacific Wealth Advisors
California
$885K +$8.94K +274 +1%
CC
489
Cypress Capital
Tennessee
$884K -$54.6K -1,973 -6%
PIM
490
Plato Investment Management
Australia
$869K +$10.2K +363 +1%
JIC
491
Johnson Investment Counsel
Ohio
$866K +$51.2K +1,850 +6%
BAMF
492
BI Asset Management Fondsmaeglerselskab
Denmark
$855K -$858K -30,991 -50%
SFS
493
Sowell Financial Services
Arkansas
$851K +$21.2K +765 +3%
OWA
494
One Wealth Advisors
California
$846K +$221K +7,917 +35%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$844K +$453K +16,355 +116%
GT
496
Greenleaf Trust
Michigan
$842K -$49.8K -1,798 -6%
CW
497
CreativeOne Wealth
Kansas
$837K +$136K +4,920 +19%
CAM
498
Cacti Asset Management
Georgia
$837K
FFA
499
Farther Finance Advisors
California
$831K +$236K +8,487 +40%
NSEDCP
500
NJ State Employees Deferred Compensation Plan
New Jersey
$831K