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
15.5%
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 %
MCCP
1001
Mission Creek Capital Partners
California
$28.4K +$28.4K +15,699 New
AF
1002
Advisornet Financial
Minnesota
$27.7K -$8.68K -266 -24%
SIC
1003
Salem Investment Counselors
North Carolina
$26.1K
HWA
1004
Heritage Wealth Advisors
Virginia
$26.1K -$1.5K -46 -5%
FMB
1005
Field & Main Bank
Kentucky
$26.1K
SAM
1006
Synergy Asset Management
Washington
$25.8K +$25.8K +718 New
AGWCA
1007
Annis Gardner Whiting Capital Advisors
Florida
$24.7K -$31.9K -970 -56%
MCM
1008
MV Capital Management
Maryland
$24K -$1.24K -38 -5%
CAL
1009
Capital Analysts LLC
Pennsylvania
$24K
PWA
1010
Physician Wealth Advisors
Utah
$23.6K +$23.6K +722 New
GWSA
1011
Global Wealth Strategies & Associates
Colorado
$23.3K
CSC
1012
Caldwell Sutter Capital
California
$22.8K
CFFP
1013
Center for Financial Planning
Michigan
$22.7K
S
1014
Sachetta
Massachusetts
$22.5K -$1.18K -36 -5%
CWP
1015
Concord Wealth Partners
Virginia
$22.5K +$131 +4 +0.6%
CFD
1016
Creative Financial Designs
Indiana
$22.4K -$33 -1 -0.1%
SL
1017
Salomon & Ludwin
Virginia
$22.1K
KFP
1018
Keener Financial Planning
Texas
$22K
FMP
1019
Financial Management Professionals
Texas
$21.8K
T
1020
Transce3nd
Texas
$21K +$21K +645 New
MA
1021
MCF Advisors
Kentucky
$20.9K -$228K -6,327 -92%
VWM
1022
Vermillion Wealth Management
Minnesota
$20.8K +$20.8K +637 New
FFL
1023
Financial Freedom LLC
Ohio
$20.3K +$163 +5 +0.8%
BTC
1024
Bank & Trust Company
Illinois
$20.1K
GKIM
1025
GW&K Investment Management
Massachusetts
$20K +$1.62K +49 +9%