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 %
BFP
1101
Briaud Financial Planning
Texas
$6K
BG
1102
Bollard Group
Massachusetts
$6K +$63 +2 +1%
MLA
1103
MB, Levis & Associates
Pennsylvania
$5.9K +$65 +2 +1%
RWM
1104
Ruedi Wealth Management
Illinois
$5.74K
FGA
1105
Fortis Group Advisors
New Jersey
$5.52K
FPF
1106
First Pacific Financial
Washington
$5.52K +$5.52K +169 New
SWA
1107
SOA Wealth Advisors
New York
$5.29K -$3.2K -98 -38%
MFT
1108
Moisand Fitzgerald Tamayo
Florida
$5.03K
TCG
1109
Transcendent Capital Group
Oklahoma
$5.03K
PPWM
1110
PFG Private Wealth Management
Florida
$4.73K
HNW
1111
High Note Wealth
Minnesota
$4.47K +$4.47K +137 New
KA
1112
Kozak & Associates
Colorado
$4.42K +$33 +1 +0.8%
SIM
1113
Synergy Investment Management
Florida
$4.29K +$4.29K +132 New
BA
1114
Bellwether Advisors
Nebraska
$4.21K +$4.21K +129 New
CSB
1115
City State Bank
Iowa
$4.18K
NWWA
1116
New Wave Wealth Advisors
Arkansas
$3.99K +$3.99K +122 New
PSFG
1117
Park Square Financial Group
Georgia
$3.92K +$3.92K +120 New
WA
1118
Whipplewood Advisors
Colorado
$3.82K +$3.82K +117 New
BL
1119
BFSG LLC
California
$3.67K
PP
1120
PFS Partners
New Jersey
$3.44K
SC
1121
Stephens Consulting
Michigan
$3.26K
CTC
1122
Cetera Trust Company
Minnesota
$3.26K
BP
1123
BNP Paribas
France
$3.26K
FA
1124
Fedenia Advisers
Wisconsin
$3.26K +$3.26K +100 New
CTA
1125
Colonial Trust Advisors
South Carolina
$3.07K -$3.46K -106 -53%