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 %
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
-$215K -6,575 Closed
PCP
1227
Proficio Capital Partners
Massachusetts
-$211K -6,481 Closed
PWM
1228
Partnership Wealth Management
Maryland
-$209K -6,400 Closed
MAM
1229
Martingale Asset Management
Massachusetts
-$207K -6,344 Closed
NF
1230
Nikulski Financial
Iowa
-$207K -6,342 Closed
SPW
1231
Sonoma Private Wealth
California
-$206K -6,321 Closed
CIAS
1232
Capital Investment Advisory Services
North Carolina
-$204K -6,259 Closed
LW
1233
Linscomb Wealth
Texas
-$203K -6,227 Closed
CA
1234
Claro Advisors
Massachusetts
-$201K -6,170 Closed
BHIA
1235
Birch Hill Investment Advisors
Massachusetts
-$201K -6,158 Closed
KWM
1236
KFG Wealth Management
Indiana
-$200K -6,132 Closed
MW
1237
Maia Wealth
Colorado
-$196K -6,000 Closed
EBA
1238
Eagle Bay Advisors
New York
-$159K -4,829 Closed
CP
1239
Castleview Partners
Texas
-$141K -4,349 Closed
LDB
1240
Lee, Danner & Bass
Tennessee
-$101K -3,082 Closed
CDIEC
1241
Crédit Industriel et Commercial
France
-$95.1K -2,914 Closed
EFP
1242
EnRich Financial Partners
Wisconsin
-$68.6K -2,102 Closed
HEIP
1243
Hudson Edge Investment Partners
New Jersey
-$58.7K -1,800 Closed
SSG
1244
Summit Securities Group
New York
-$55.5K -1,700 Closed
WWA
1245
Wingate Wealth Advisors
Massachusetts
-$50.2K -1,538 Closed
LJHT
1246
Laurie J. Hall Trustee
-$46K -1,400 Closed
FC
1247
Fairscale Capital
New Hampshire
-$40.1K -1,217 Closed
CJ
1248
Caitlin John
Michigan
-$35.9K -1,100 Closed
CCA
1249
Catalyst Capital Advisors
New York
-$35.5K -1,088 Closed
KI
1250
Kapitalo Investimentos
Brazil
-$32.2K -986 Closed