HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q4 2025 (December 31)79holders +2
7new positions
6sold out
2famous investors
$64.33avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 2 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Aequim Alternative Investments LP ($218.1M), Shaolin Capital Management LLC ($188.5M) and BlackRock, Inc. ($152.9M). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and Mario Gabelli ( of GAMCO Investors's portfolio).
- Company
- HP Enterprise Co. (hpe 7.625 09/01/27)
- Filed as
- HEWLETT PACKARD ENTERPRISE C (Q4 2025)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $17.2M |
| Exits | 6 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,701,516 shares bought and 5,913,611 shares sold, net −2,212,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Aequim Alternative Investments LP | — | Add +81.7% | 3,270,000 | $218.1M |
| Shaolin Capital Management LLC | — | Add +11.2% | 2,839,228 | $188.5M |
| BlackRock, Inc. | — | Reduce -4.5% | 2,292,526 | $152.9M |
| Calamos Advisors LLC | — | Reduce -10.7% | 1,888,658 | $126.0M |
| Franklin Resources Inc. | — | Add +0.0% | 1,427,895 | $95.2M |
| Van Eck Associates Corp. | — | Reduce -1.2% | 904,524 | $60.3M |
| Ameriprise Financial Inc. | — | Add +2.2% | 866,641 | $57.3M |
| Manufacturers Life Insurance Company, The | — | Reduce -2.1% | 775,620 | $51.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -8.2% | 624,304 | $41.6M |
| MacKay Shields LLC | — | Reduce -1.2% | 597,863 | $39.6M |
| Clearbridge Investments, LLC | — | Add +0.0% | 592,464 | $39.5M |
| Angelo Gordon & Co., L.P. | — | No change | 575,000 | $38.0M |
| Credit Industriel Et Commercial | — | No change | 550,000 | $36.8M |
| Advent Capital Management | — | Add +95.3% | 527,546 | $34.9M |
| Sona Asset Management (us) LLC | — | Reduce -38.2% | 525,000 | $34.8M |
| Magnetar Financial LLC | — | Add +100.0% | 500,000 | $33.2M |
| State Street Corp. | — | Add +3.2% | 422,990 | $28.0M |
| Voya Investment Management LLC | — | Reduce -89.2% | 419,175 | $28.0M |
| Torray Investment Partners LLC | — | Add +4.1% | 374,202 | $25.0M |
| FMR LLC | — | No change | 343,900 | $22.7M |
| Two Sigma Investments, LP | — | Add +1.4% | 291,361 | $19.4M |
| Bank of America Corp. | — | Add +690.6% | 290,722 | $19.4M |
| Financial Sense Advisors, Inc. | — | Add +1.7% | 277,679 | $18.5M |
| Healthcare of Ontario Pension Plan Trust Fund | — | No change | 270,000 | $18.0M |
| Pier 88 Investment Partners LLC | — | Reduce -2.8% | 259,560 | $17.3M |
| Susquehanna Advisors Group, Inc. | — | New | 225,000 | $15.0M |
| Raymond James Financial Inc. | — | Reduce -4.5% | 221,955 | $14.8M |
| Portman Square Capital LLP | — | Reduce -84.8% | 220,000 | $14.6M |
| BlueCrest Capital Management Ltd | — | Add +691.9% | 216,326 | $14.4M |
| Wells Fargo & Company | — | Reduce -3.0% | 212,807 | $14.2M |
| Ssi Investment Management LLC | — | Reduce -20.9% | 209,895 | $13.9M |
| HBK Investments L P | — | Add +100.0% | 200,000 | $13.2M |
| Westwood Holdings Group Inc. | — | No change | 195,150 | $13.0M |
| Barclays PLC | — | Reduce -14.6% | 150,863 | $10.1M |
| Gabelli Funds LLC | — | Add +4.5% | 150,500 | $10.0M |
| Nuveen, LLC | — | Reduce -38.7% | 142,502 | $9.5M |
| Morgan Stanley | — | Add +27.9% | 134,150 | $8.9M |
| Invesco Ltd. | — | No change | 130,000 | $8.7M |
| River Road Asset Management, LLC | — | Reduce -2.3% | 109,056 | $7.3M |
| JPMorgan Chase & Co. | — | Add +192.8% | 104,801 | $7.0M |
| Wolverine Asset Management LLC | — | Add +57.6% | 101,122 | $6.7M |
| Rational Advisors, Inc. | — | Add +0.3% | 89,440 | $6.0M |
| Infrastructure Capital Advisors, LLC | — | Add +9.3% | 66,478 | $4.4M |
| Federated Hermes, Inc. | — | Add +11.4% | 65,273 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.4% | 61,325 | $4.1M |
| Citigroup Inc. | — | Reduce -25.6% | 58,103 | $3.9M |
| Peloton Wealth Strategists | — | Add +29.6% | 43,400 | $2.9M |
| Chicago Capital Management, LLC | — | No change | 32,900 | $2.2M |
| Palisade Capital Management, LP | — | Reduce -3.1% | 24,232 | $1.6M |
| AlphaCore Capital LLC | — | Add +62.3% | 23,831 | $1.6M |
| Jefferies Financial Group Inc. | — | New | 19,880 | $1.3M |
| Russell Investments Group, Ltd. | — | Add +84.4% | 880,000 | $1.2M |
| CSS LLC | — | Add +15.9% | 16,284 | $1.1M |
| Goldman Sachs Group Inc. | — | Reduce -76.4% | 14,962 | $998K |
| Regal Investment Advisors LLC | — | Add +3.4% | 14,121 | $942K |
| Calamos Wealth Management LLC | — | Reduce -0.3% | 12,657 | $844K |
| Envestnet Asset Management Inc. | — | Reduce -6.3% | 12,417 | $828K |
| Samalin Investment Counsel, LLC | — | Add +2.1% | 10,606 | $707K |
| Citadel Advisors | — | Add +57.2% | 8,728 | $582K |
| GAMCO Investors | — | Add +6.4% | 7,450 | $497K |
| Fiduciary Trust Co | — | Reduce -6.7% | 7,000 | $467K |
| Game Creek Capital, LP | — | Reduce -6.7% | 7,000 | $467K |
| Central Pacific Bank - Trust Division | — | Reduce -33.5% | 6,685 | $446K |
| Jane Street Group, LLC | — | New | 5,897 | $393K |
| Sei Investments Co. | — | No change | 4,454 | $297K |
| Bank of Montreal | — | Add +4.3% | 4,160 | $277K |
| &partners | — | No change | 3,839 | $256K |
| Stifel Financial Corp. | — | New | 3,650 | $243K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $237K |
| Osaic Holdings, Inc. | — | Add +5.2% | 3,132 | $209K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | — | New | 3,025 | $202K |
| Steward Partners Investment Advisory, LLC | — | No change | 1,574 | $105K |
| Lanark Financial, Inc. | — | No change | 300 | $20K |
| UMB Bank, n.a. | — | No change | 127 | $8K |
| CoreCap Advisors, LLC | — | New | 80 | $5K |
| Wealth Preservation Advisors, LLC | — | New | 54 | $4K |
| Glenmede Trust Co. NA | — | — | 52 | $3K |
| Millstone Evans Group, LLC | — | No change | 12 | $800 |
| Blue Trust, Inc. | — | No change | 5 | $333 |
"% of holder's portfolio" is HP ENTERPRISE CO (HPE 7.625 09/01/27)'s weight in each manager's 13F, not the share of HP Enterprise Co. (hpe 7.625 09/01/27) the manager owns.