1,076 hedge funds and large institutions have $18.3B invested in HP in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 390 increasing their positions, 391 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
-67
Holders Change %
-5.86%
% of All Funds
14.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
106
Increased
390
Reduced
391
Closed
150
Calls
$303M
Puts
$276M
Net Calls
+$26.4M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
901
Financial Management Professionals
Texas
$21.9K +$5.42K +219 +33%
NECFA
902
New England Capital Financial Advisors
Connecticut
$21.6K +$122 +5 +0.6%
PWAM
903
Private Wealth Asset Management
Iowa
$21.5K -$1K -41 -4%
WBC
904
West Branch Capital
Massachusetts
$21.5K -$16.4K -672 -43%
FFL
905
Financial Freedom LLC
Ohio
$21.3K -$15.3K -627 -42%
CAL
906
Capital Analysts LLC
Pennsylvania
$21K -$846 -35 -4%
FCT
907
First Community Trust
Iowa
$20.8K -$4.77K -195 -19%
CT
908
Colonial Trust
South Carolina
$20.8K +$660 +27 +3%
MAWAG
909
Mid-American Wealth Advisory Group
Missouri
$20.6K +$20.6K +844 New
MWM
910
MorganRosel Wealth Management
Colorado
$20K
NEWAS
911
N.E.W. Advisory Services
Wisconsin
$19.7K
SIC
912
Salem Investment Counselors
North Carolina
$19.6K
HWA
913
Heritage Wealth Advisors
Virginia
$19.6K
FMB
914
Field & Main Bank
Kentucky
$19.6K
PWA
915
Physician Wealth Advisors
Utah
$19.4K +$1.71K +70 +10%
BP
916
BNP Paribas
France
$18.4K
CWP
917
Concord Wealth Partners
Virginia
$18.4K +$122 +5 +0.7%
SS
918
Sunbelt Securities
Texas
$17.7K +$522 +16 +3%
GWSA
919
Global Wealth Strategies & Associates
Colorado
$17.5K
SL
920
Salomon & Ludwin
Virginia
$17.5K
CSC
921
Caldwell Sutter Capital
California
$17.1K
CFFP
922
Center for Financial Planning
Michigan
$17K
KFP
923
Keener Financial Planning
Texas
$17K +$17K +700 New
HIW
924
Holos Integrated Wealth
Pennsylvania
$16.4K
WPA
925
Wealth Preservation Advisors
Tennessee
$16.3K