Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HEWLETT PACKARD ENTERPRISE C (HPE)

1K + Investors. Track Smart Money conviction in HPE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — HPE

Based on 1051 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HPE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,051 hedge funds hold HPE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

556 buying489 selling
Last quarter: 556 funds bought or added vs 489 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 111 → 133 → 185 → 157. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
652 out of 1,051 hedge funds have held HPE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -36%

Value
-35%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

143 → 111 → 133 → 185 → 157 new funds/Q
New funds entering each quarter: 111 → 133 → 185 → 157. A growing number of institutions are discovering HPE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 1,100 current holders: 722 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
45 of 1051 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HPE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HPE

How many hedge funds hold HPE — quarterly history vs. share price
Quarterly hedge fund ownership of HPE vs. share price

Market Analysis: HPE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

119 top-rated funds 4 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: HPE
2026 Q1 Stats Unlock in 20 days 1K + Investors

Track Smart Money conviction in HPE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1100 1109 -0.81%
13F Shares 1.25B 1.20B 3.77%
Total Value $29.90B $46.54B -35.75%
New Positions 162 189 -27
Increased Positions 454 466 -12
Closed Positions 156 118 +38
Reduced Positions 427 396 +31
Total Calls 32 39 -17.95%
Total Puts 34 38 -10.53%
PUT/CALL Ratio 1.06 0.97 Neutral

Statistics: HPE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HPE. Verified SEC 13F-HR filings.

Top 25 institutional holders of HPE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barnett & Company, Inc. 3.54% 191,275 $4.6M
2 Portman Square Capital LLP 3.05% 3,331,800 $79.3M
3 Board of the Pension Protection Fund 1.81% 82,700 $2.0M
4 Lakewood Asset Management LLC 1.63% 106,965 $2.5M
5 GDS Wealth Management 1.52% 1,060,018 $25.2M
6 Palouse Capital Management, Inc. 1.38% 87,604 $2.1M
7 VIKING FUND MANAGEMENT LLC 1.34% 550,000 $13.1M
8 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.29% 733,214 $17.5M
9 Kendall Capital Management 1.23% 251,769 $6.0M
10 Argyle Capital Management, LLC 1.21% 156,693 $3.7M
11 Perpetual Ltd 0.89% 2,434,827 $58.0M
12 Steadtrust LLC 0.78% 57,861 $1.4M
13 Waterfront Wealth Inc. 0.75% 171,005 $4.1M
14 Stanley-Laman Group, Ltd. 0.74% 251,974 $6.0M
15 Avantra Family Wealth, Inc. 0.52% 29,132 $694K
16 Bogart Wealth, LLC 0.52% 562,053 $13.4M
17 Towne Trust Company, N.A 0.51% 66,981 $1.6M
18 BONNESS ENTERPRISES INC 0.50% 57,100 $1.4M
19 GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% 714,015 $17.0M
20 Ridgewood Investments LLC 0.47% 47,928 $1.1M
21 OARSMAN CAPITAL, INC. 0.40% 135,754 $3.2M
22 FOSTER & MOTLEY INC 0.37% 300,714 $7K
23 ARS Investment Partners, LLC 0.35% 285,390 $6.8M
24 SECURED RETIREMENT ADVISORS, LLC 0.35% 26,050 $620K
25 Bell Bank 0.35% 346,070 $8.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HEWLETT PACKARD ENTERPRISE C (HPE)

What does the Smart Money Trend signal show for HPE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HPE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HPE?

Slight buying edge — 53% buying: Last quarter: 556 funds bought or added vs 489 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HPE holders?

Elite ownership — 55% AUM from top-100 funds: 45 of 1051 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HPE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HPE?

62% of holders stayed for 2+ years: 652 out of 1,051 hedge funds have held HPE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.