1,164 hedge funds and large institutions have $24.7B invested in HP in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 399 increasing their positions, 419 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,164
Holders Change
+12
Holders Change %
+1.04%
% of All Funds
15.49%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
142
Increased
399
Reduced
419
Closed
108
Calls
$425M
Puts
$351M
Net Calls
+$74M
Net Calls Change
-$52.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
801
Avalon Capital Management
California
$263K
FWCM
802
Ferguson Wellman Capital Management
Oregon
$262K -$45.9K -1,407 -15%
SIA
803
SeaBridge Investment Advisors
New Jersey
$261K
HCA
804
Hyperion Capital Advisors
New York
$261K
AWM
805
Aegis Wealth Management
Maryland
$261K +$261K +7,985 New
WCWM
806
Willow Creek Wealth Management
California
$259K -$16K -491 -6%
HGWM
807
Horst & Graben Wealth Management
Oregon
$256K -$2.81K -86 -1%
BTI
808
Blue Trust Inc
Georgia
$255K -$90.2K -2,763 -26%
ANBT
809
American National Bank & Trust
Texas
$255K +$10.5K +321 +4%
AP
810
Adero Partners
California
$252K +$4.41K +135 +2%
SCM
811
Sterneck Capital Management
Missouri
$251K -$5.48K -168 -2%
BAM
812
Byrne Asset Management
New Jersey
$250K -$302K -8,415 Closed
BRWA
813
B. Riley Wealth Advisors
Florida
$249K -$64.2K -1,950 -20%
FNFDCM
814
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K +$3.26K +100 +1%
PPWP
815
Premier Path Wealth Partners
New Jersey
$247K +$1.27K +39 +0.5%
AWE
816
Avidian Wealth Enterprises
Texas
$247K -$5.78K -177 -2%
PWM
817
Pines Wealth Management
North Carolina
$246K +$246K +7,415 New
PA
818
Prossimo Advisors
California
$246K +$1.99K +61 +0.8%
ACA
819
Aptus Capital Advisors
Alabama
$242K -$43.3K -1,320 -15%
WWM
820
Western Wealth Management
Colorado
$242K -$606K -18,587 -72%
JC
821
Jacobs & Co
California
$241K -$325 -10 -0.1%
HPBT
822
Hickory Point Bank & Trust
Illinois
$240K +$240K +7,361 New
IPWA
823
International Private Wealth Advisors
California
$237K +$3.59K +110 +2%
TWC
824
TD Waterhouse Canada
Ontario, Canada
$236K -$1.21M -37,241 -84%
BIA
825
Barry Investment Advisors
Massachusetts
$234K -$20.6K -627 -8%