Among active 13F managers last quarter, 5 opened and 9 added, while 5 reduced; the largest holder to move was Fiera Capital Corp (+3.0%). Over the last 180 days, 1 insider bought and none sold, a net +$12K in open-market trades.
Funds lean in and no leg opposes.
62 tracked 13F filers disclose a position in HPS as of the latest SEC 13F filings, a combined $56.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.2M | $17.5M | ▲+4.9% Added · +58K sh | Q1 2026 | |
| 2 | Morgan Stanley | 776K | $11.0M | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 316K | $4.5M | ▲+6.5% Added · +19K sh | Q1 2026 | |
| 4 | Ameriprise Financial Inc | 168K | $2.4M | ▲+7.4% Added · +12K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 167K | $2.4M | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 165K | $2.3M | ▲+2.0% Added · +3K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 147K | $2.1M | ▲~0% Added · +66 sh | Q1 2026 | |
| 8 | Fiera Capital Corp | 114K | $1.7M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 9 | Guggenheim Capital LLC | 113K | $1.6M | ▼−32% Reduced · −54K sh | Q1 2026 | |
| 10 | J.W. Cole Advisors, Inc. | 58K | $847K | ▲Added Added · +58K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 52K | $742K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 48K | $677K | ▲+16% Added · +7K sh | Q1 2026 | |
| 13 | Sowell Financial Services LLC | 46K | $675K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 14 | Pine Valley Investments Ltd Liability Co | 45K | $654K | ▼−28% Reduced · −17K sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 40K | $576K | ▼−0.6% Reduced · −264 sh | Q1 2026 | |
| 16 | Live Oak Private Wealth LLC | 39K | $562K | —Held | Q2 2026 | |
| 17 | Western Wealth Management, LLC | 32K | $469K | ▲+0.1% Added · +24 sh | Q2 2026 | |
| 18 | Activest Wealth Management | 27K | $393K | ▼−54% Reduced · −32K sh | Q2 2026 | |
| 19 | Post Resch Tallon Group Inc. | 26K | $376K | ▲+0.1% Added · +27 sh | Q2 2026 | |
| 20 | Arkfeld Wealth Strategies, L.L.C. | 26K | $377K | ▲+1.4% Added · +351 sh | Q2 2026 | |
| 21 | Wealth Enhancement Advisory Services, LLC | 25K | $370K | ▼−4.5% Reduced · −1K sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | 21K | $302K | ▲+18% Added · +3K sh | Q2 2026 | |
| 23 | Gladstone Institutional Advisory LLC | 21K | $301K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 24 | Harbour Investments, Inc. | 19K | $276K | ▲32× Added · +19K sh | Q1 2026 | |
| 25 | Readystate Asset Management LP | 17K | $253K | ▲Added Added · +17K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in HPS and 9 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 24 funds | $2.2B |
| Amazon.com IncAMZN | 24 funds | $1.7B |
| Apple IncAAPL | 23 funds | $2.6B |
| Taiwan Semiconductor-SP ADRTSM | 23 funds | $1.8B |
| Johnson & JohnsonJNJ | 23 funds | $857.2M |
| Broadcom IncAVGO | 23 funds | $707.2M |
| Alphabet Inc-CL CGOOG | 23 funds | $662.9M |
| Walmart IncWMT | 23 funds | $544.8M |
| Micron Technology IncMU | 23 funds | $465.2M |
| Tesla IncTSLA | 23 funds | $442.1M |
| Chevron CorpCVX | 23 funds | $333.4M |
| Cisco Systems IncCSCO | 23 funds | $313.2M |
Ranked by how many of HPS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HPS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2026 | Hurtsellers Christine | Director | Buy (P) 3 lots, same day | 809 | $12K |
| Jan 26, 2026 | Phelan Kenneth J | Director | Buy (P) | 683 | $10K |
| Apr 8, 2025 | Wright Thomas Rowe | Director | Buy (P) | 794 | $11K |
| Jan 14, 2025 | Bacic William K | Insider | Buy (P) | 706 | $10K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 740 | $11K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 1K | $16K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 879 | $11K |
| Aug 8, 2022 | Pruchansky Steven R | Insider | Sell (S) | 1 | $11 |
| Aug 5, 2022 | Pruchansky Steven R | Insider | Sell (S) 2 lots, same day | 3K | $46K |
| Nov 17, 2020 | Rathke Frances G | Insider | Buy (P) | 596 | $10K |
| Oct 14, 2019 | Pruchansky Steven R | Insider | Buy (P) 2 lots, same day | 185 | $4K |
| Jul 17, 2018 | Pruchansky Steven R | Insider | Buy (P) | 269 | $5K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
The cross-source read for HPS was unavailable for this render. The API and MCP tool answer it live.
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for HPS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HPS/capital-change-brief"
Use Arkolith's capital_change_brief for HPS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HPS. Filings are public domain, sourced to SEC EDGAR.