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Funds Holding HPF

On this page, we present all of the funds holding HPF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HPF, with a link to that fund's top holdings. The next columns indicate the amount of HPF stock held by each of the funds holding HPF, followed by the HPF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 43 funds holding HPF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding HPF), click the fund name in the "Holder" column of the funds-holding-HPF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG253,641$4,002 12/31/2023
     HPF253,641$4,002 12/31/2023
Invesco Ltd.151,974$2,398 12/31/2023
     HPF151,974$2,398 12/31/2023
Koshinski Asset Management Inc.133,072$2,100 12/31/2023
     HPF133,072$2,100 12/31/2023
Morgan Stanley130,983$2,067 12/31/2023
     HPF130,983$2,067 12/31/2023
Axim Planning & Wealth88,000$1,389 12/31/2023
     HPF88,000$1,389 12/31/2023
Guggenheim Capital LLC85,724$1,353 12/31/2023
     HPF85,724$1,353 12/31/2023
Stifel Financial Corp84,390$1,332 12/31/2023
     HPF84,390$1,332 12/31/2023
Advisor Group Holdings Inc.72,958$1,151 12/31/2023
     HPF72,958$1,151 12/31/2023
Commonwealth Equity Services LLC64,237$1,014 12/31/2023
     HPF64,237$1,014 12/31/2023
National Asset Management Inc.62,045$979 12/31/2023
     HPF62,045$979 12/31/2023
Kestra Advisory Services LLC46,059$727 12/31/2023
     HPF46,059$727 12/31/2023
GWM Advisors LLC28,708$458 12/31/2023
     HPF28,708$458 12/31/2023
Wealth Enhancement Advisory Services LLC23,597$390 03/31/2024
     HPF23,597$390 03/31/2024
LPL Financial LLC24,125$381 12/31/2023
     HPF24,125$381 12/31/2023
Royal Bank of Canada21,883$345 12/31/2023
     HPF21,883$345 12/31/2023
Private Advisor Group LLC20,191$319 12/31/2023
     HPF20,191$319 12/31/2023
Wedbush Securities Inc.17,576$277 12/31/2023
     HPF17,576$277 12/31/2023
Atria Wealth Solutions Inc.16,745$264 12/31/2023
     HPF16,745$264 12/31/2023
Cetera Investment Advisers14,661$231 12/31/2023
     HPF14,661$231 12/31/2023
Vanguard Capital Wealth Advisors12,000$198 03/31/2024
     HPF12,000$198 03/31/2024
Susquehanna International Group LLP12,401$196 12/31/2023
     HPF12,401$196 12/31/2023
Raymond James & Associates12,239$193 12/31/2023
     HPF12,239$193 12/31/2023
Bank of America Corp DE11,238$177 12/31/2023
     HPF11,238$177 12/31/2023
Live Oak Private Wealth LLC10,891$172 12/31/2023
     HPF10,891$172 12/31/2023
Wells Fargo & Company MN10,595$167 12/31/2023
     HPF10,595$167 12/31/2023
Spire Wealth Management8,940$142 12/31/2023
     HPF8,940$142 12/31/2023
GPS Wealth Strategies Group LLC4,620$73 12/31/2023
     HPF4,620$73 12/31/2023
Webster Bank N. A.2,879$48 03/31/2024
     HPF2,879$48 03/31/2024
Glass Jacobson Investment Advisors llc2,615$41 12/31/2023
     HPF2,615$41 12/31/2023
Hollencrest Capital Management2,294$36 12/31/2023
     HPF2,294$36 12/31/2023
Anchor Investment Management LLC2,110$33 12/31/2023
     HPF2,110$33 12/31/2023
SOA Wealth Advisors LLC.1,678$28 03/31/2024
     HPF1,678$28 03/31/2024
Global Retirement Partners LLC1,660$27 12/31/2023
     HPF1,660$27 12/31/2023
Livelsberger Financial Advisory1,537$24 12/31/2023
     HPF1,537$24 12/31/2023
Tucker Asset Management LLC1,200$19 12/31/2023
     HPF1,200$19 12/31/2023
Winch Advisory Services LLC1,158$18 12/31/2023
     HPF1,158$18 12/31/2023
Advisory Services Network LLC969$15 12/31/2023
     HPF969$15 12/31/2023
Sound Income Strategies LLC200$3 03/31/2024
     HPF200$3 03/31/2024
Gradient Investments LLC200$3 12/31/2023
     HPF200$3 12/31/2023
JPMorgan Chase & Co.108$2 12/31/2023
     HPF108$2 12/31/2023
Huntington National Bank1$0 12/31/2023
     HPF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HPF0$0 12/31/2023
Montag A & Associates Inc.0$0 12/31/2023
     HPF0$0 12/31/2023
FinTrust Capital Advisors LLC24$0 12/31/2023
     HPF24$0 12/31/2023

See Summary: Institutional Holders of HPF
See Details: Top 10 Hedge Funds Holding HPF
Also See: HPF Insider Buying
Also See: HPF Holdings Changes

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