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 %
OWP
951
ORG Wealth Partners
Texas
$28.5K
CWM
952
Cranbrook Wealth Management
Michigan
$28.3K
CFG
953
CKW Financial Group
Hawaii
$28K -$54.9K -2,000 -66%
CA
954
Centerpoint Advisors
Massachusetts
$28K -$7.28K -260 -21%
CAM
955
Close Asset Management
United Kingdom
$28K
WAS
956
Winch Advisory Services
Wisconsin
$27.9K +$249 +9 +0.9%
JWA
957
JFS Wealth Advisors
Pennsylvania
$27.8K -$277 -10 -1%
CWM
958
Consultiva Wealth Management
Puerto Rico
$27.7K +$27.7K +1,000 New
AF
959
Advisornet Financial
Minnesota
$27.4K +$3.9K +141 +17%
C
960
Covestor
United Kingdom
$27K +$705 +26 +3%
VNA
961
Valley National Advisers
Pennsylvania
$27K +$2.7K +100 +11%
RA
962
Rise Advisors
New York
$27K -$692 -25 -3%
WWM
963
Wolff Wiese Magana
California
$26.8K -$415 -15 -2%
MWM
964
Mascoma Wealth Management
New Hampshire
$26.4K
PWAM
965
Private Wealth Asset Management
Iowa
$25.5K +$25.5K +920 New
CAL
966
Capital Analysts LLC
Pennsylvania
$25K +$4.95K +179 +25%
WA
967
WPG Advisers
Maryland
$24.8K +$10.7K +388 +77%
NECFA
968
New England Capital Financial Advisors
Connecticut
$24.3K +$138 +5 +0.6%
CT
969
Colonial Trust
South Carolina
$22.8K -$6.9K -249 -23%
LWMI
970
Legacy Wealth Management (Idaho)
Idaho
$22.8K +$8.28K +299 +57%
MWM
971
MorganRosel Wealth Management
Colorado
$22.6K +$22.6K +816 New
NEWAS
972
N.E.W. Advisory Services
Wisconsin
$22.3K +$22.3K +807 New
SIC
973
Salem Investment Counselors
North Carolina
$22.2K
HWA
974
Heritage Wealth Advisors
Virginia
$22.2K
FMB
975
Field & Main Bank
Kentucky
$22.1K