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 %
BO
851
Bank OZK
Arkansas
$216K -$10.7K -329 -5%
BCA
852
Bay Colony Advisors
Massachusetts
$216K +$27.8K +851 +15%
DT
853
Diversified Trust
Tennessee
$216K -$326 -10 -0.2%
MEAC
854
M.E. Allison & Co
Texas
$216K +$216K +6,605 New
PT
855
Plimoth Trust
Massachusetts
$215K -$6.2K -190 -3%
MPI
856
Mairs & Power Inc
Minnesota
$215K +$20.9K +639 +11%
LWM
857
LongView Wealth Management
Georgia
$215K +$522 +16 +0.2%
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$215K -$38.9K -1,192 -15%
PWM
859
Perigon Wealth Management
California
$214K -$5.14K -159 -2%
PCP
860
Proficio Capital Partners
Massachusetts
$211K +$211K +6,481 New
CI Investments Inc
861
CI Investments Inc
Ontario, Canada
$210K -$1.05M -32,277 -83%
PP
862
PDS Planning
Ohio
$209K +$14.5K +444 +7%
PWM
863
Partnership Wealth Management
Maryland
$209K
JWCA
864
J.W. Coons Advisors
Ohio
$209K +$209K +6,391 New
TSMHT
865
Thurston Springer Miller Herd & Titak
Indiana
$208K -$35.4K -1,085 -15%
KWM
866
Kingsview Wealth Management
Oregon
$208K -$13.4K -412 -6%
MAM
867
Martingale Asset Management
Massachusetts
$207K -$597K -18,283 -74%
NF
868
Nikulski Financial
Iowa
$207K -$2.55K -78 -1%
SPW
869
Sonoma Private Wealth
California
$206K -$205K -6,277 -50%
CIAS
870
Capital Investment Advisory Services
North Carolina
$204K -$29.1K -893 -12%
LW
871
Linscomb Wealth
Texas
$203K +$203K +6,227 New
CA
872
Claro Advisors
Massachusetts
$201K -$5.74K -176 -3%
BHIA
873
Birch Hill Investment Advisors
Massachusetts
$201K
KWM
874
KFG Wealth Management
Indiana
$200K -$1.34K -41 -0.7%
CAM
875
Columbia Asset Management
Michigan
$197K