1,087 hedge funds and large institutions have $18.3B invested in HP in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 392 increasing their positions, 395 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $20.7B → $18.3B (-$2.39B)

27% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 149

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,087
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$303M
Puts
$276M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Concord Wealth Partners
Virginia
$18.4K
SS
927
Sunbelt Securities
Texas
$17.7K
GWSA
928
Global Wealth Strategies & Associates
Colorado
$17.5K
SL
929
Salomon & Ludwin
Virginia
$17.5K
CSC
930
Caldwell Sutter Capital
California
$17.1K
CFFP
931
Center for Financial Planning
Michigan
$17K
KFP
932
Keener Financial Planning
Texas
$17K
HIW
933
Holos Integrated Wealth
Pennsylvania
$16.4K
WPA
934
Wealth Preservation Advisors
Tennessee
$16.3K
KA
935
Kozak & Associates
Colorado
$16.2K
S
936
Sachetta
Massachusetts
$16.1K
NRWA
937
North Ridge Wealth Advisors
Oregon
$15.7K
RIL
938
Rothschild Investment LLC
Illinois
$15.7K
VWM
939
Vermillion Wealth Management
Minnesota
$15.6K
SSG
940
Summit Securities Group
New York
$15.5K
MCCP
941
Mission Creek Capital Partners
California
$15.3K
BTC
942
Bank & Trust Company
Illinois
$15.1K
MPW
943
MASECO Private Wealth
$15.1K
RMC
944
Resources Management Corp
Connecticut
$15K
PAM
945
Parvin Asset Management
South Dakota
$14.7K
T
946
Tidemark
California
$14.5K
AWM
947
Atticus Wealth Management
Florida
$13.9K
MA
948
MCF Advisors
Kentucky
$13.6K
PWMG
949
Private Wealth Management Group
New Jersey
$13K
SIS
950
Sound Income Strategies
Florida
$12.9K