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Funds Holding Hewlett Packard Enterprise Co

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Hewlett Packard Enterprise Co, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of HPE →
Funds holding
200
as of 2026-07-31
Reported value
$3.7B
summed across funds
Fund families
82
named trusts
Largest conviction
4.92%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Adaptiv Select ETFSeries Portfolios Trust183.3K sh$8.8M4.92%
Direxion Daily AI and Big Data Bull 2X SharesDirexion Shares ETF Trust17.2K sh$823.1K3.59%
Integrity Dividend Harvest FundINTEGRITY FUNDS500K sh$24M3.05%
Nuveen Mid Cap Value Opportunities FundNuveen Investment Funds, Inc.236.8K sh$11.3M3.04%
Steward Global Equity Income FundSteward Funds Inc280K sh$13.4M2.91%
Nuveen ESG Mid-Cap Value ETFNuShares ETF Trust263.7K sh$12.6M2.85%
NYLIM Epoch Global Equity Yield FundNYLIM FUNDS TRUST486.9K sh$23.3M2.34%
QRAFT AI-Enhanced U.S. Large Cap Momentum ETFExchange Listed Funds Trust11.4K sh$548.2K2.29%
TCW Relative Value Large Cap FundTCW FUNDS INC252.2K sh$12.1M2.17%
Nuveen Mid Cap Value FundTIAA-CREF Funds740.7K sh$35.5M2.11%
Nuveen ESG Large-Cap Value ETFNuShares ETF Trust889.2K sh$42.6M1.94%
Columbia Seligman Global Technology FundColumbia Funds Series Trust II1.7M sh$82.4M1.85%
LSV Value Equity FundADVISORS' INNER CIRCLE FUND472.2K sh$22.6M1.83%
LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND10.9K sh$522.1K1.81%
NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST432.9K sh$20.7M1.72%
Invesco S&P 500 Pure Value ETFInvesco Exchange-Traded Fund Trust580.9K sh$27.8M1.66%
BlackRock Mid-Cap Value FundBlackRock Mid-Cap Value Series, Inc.372.9K sh$17.9M1.60%
iShares MSCI USA Value Factor ETFiShares Trust3M sh$142.3M1.57%
Pacer Lunt Large Cap Alternator ETFPacer Funds Trust27.8K sh$1.3M1.45%
Invesco S&P 500 Equal Weight Technology ETFInvesco Exchange-Traded Fund Trust1.6M sh$78.7M1.44%
NYLIM Income Builder FundNYLIM FUNDS352.9K sh$16.9M1.44%
Roundhill Generative AI & Technology ETFTidal Trust II492.8K sh$23.6M1.33%
Westwood Enhanced Income Opportunity ETFUltimus Managers Trust9.7K sh$465.2K1.31%
FT Vest Technology Dividend Target Income ETFFirst Trust Exchange-Traded Fund IV138.5K sh$6.6M1.27%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds1.2M sh$57.6M1.25%
LSV Global Value FundADVISORS' INNER CIRCLE FUND28.7K sh$1.4M1.21%
Pacer US Cash Cows 100 ETFPacer Funds Trust4.5M sh$217.3M1.16%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS715.3K sh$34.3M1.15%
BlackRock Equity Dividend FundBlackRock Equity Dividend Fund4.7M sh$225.2M1.10%
Harbor Mid Cap Value FundHARBOR FUNDS104.6K sh$5M1.09%
Eaton Vance Tax-Advantaged Dividend Income FundEaton Vance Tax-Advantaged Dividend Income Fund511.2K sh$24.5M1.08%
LargeCap Value Fund IIIPrincipal Funds, Inc508.3K sh$24.3M1.05%
American Beacon Balanced FundAMERICAN BEACON FUNDS22.6K sh$1.1M1.03%
JPMorgan Research Market Neutral FundJPMorgan Trust I78.8K sh$3.8M1.03%
Pacer Solactive Whitney Future of Warfare ETFPacer Funds Trust3.4K sh$162.2K1.03%
SA JPMorgan Equity-Income PortfolioSUNAMERICA SERIES TRUST165.6K sh$7.9M1.02%
Nuveen ESG Dividend ETFNuShares ETF Trust10.6K sh$509.8K1.02%
Direxion Daily S&P 500 High Beta Bull 3X SharesDirexion Shares ETF Trust15.3K sh$731.5K0.98%
Payden Equity Income FundPAYDEN & RYGEL INVESTMENT GROUP223.6K sh$10.7M0.97%
Nuveen ESG Large-Cap ETFNuShares ETF Trust14.1K sh$674.3K0.96%
Equity Income FundRUSSELL INVESTMENT CO29.3K sh$1.4M0.90%
iShares Morningstar Mid-Cap Value ETFiShares Trust211.4K sh$10.1M0.89%
Victory Income Stock FundVictory Portfolios III510.2K sh$24.4M0.85%
JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust4.4K sh$209.6K0.83%
Tax-Managed Value PortfolioTax-Managed Value Portfolio220.3K sh$10.6M0.83%
Virtus Terranova U.S. Quality Momentum ETFVirtus ETF Trust II42.1K sh$2M0.83%
iShares Large Cap Value Active ETFBlackRock ETF Trust59.4K sh$2.8M0.83%
Pacer Data and Digital Revolution ETFPacer Funds Trust160.1K sh$7.7M0.80%
Harbor Long-Short Equity ETFHarbor ETF Trust2.5K sh$122K0.80%
Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund250.8K sh$12M0.79%
Invesco AI and Next Gen Software ETFInvesco Exchange-Traded Fund Trust169.6K sh$8.1M0.73%
LSV Global Managed Volatility FundADVISORS' INNER CIRCLE FUND1.7K sh$81.4K0.73%
LSV Conservative Value Equity FundADVISORS' INNER CIRCLE FUND25.9K sh$1.2M0.72%
PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 1028.3K sh$1.4M0.70%
THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO4.3M sh$206.3M0.67%
JPMorgan Equity and Options Total Return ETFJ.P. Morgan Exchange-Traded Fund Trust13K sh$622.8K0.64%
PRIMECAP Odyssey Growth FundPRIMECAP Odyssey Funds783.6K sh$37.5M0.62%
MFS Equity Income FundMFS SERIES TRUST VII118.6K sh$5.7M0.62%
Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust1.2M sh$57.9M0.61%
Federated Hermes MDT Large Cap Value FundFederated Hermes Adviser Series325.2K sh$15.6M0.55%
Pacer S&P 500 3AI Top 100 ETFPacer Funds Trust245 sh$11.7K0.53%
Dimensional US Large Cap Value ETFDimensional ETF Trust749.8K sh$35.9M0.53%
American Beacon Diversified FundAmerican Beacon Institutional Funds Trust64.2K sh$3.1M0.51%
Principal Capital Appreciation FundPrincipal Funds, Inc416.1K sh$19.9M0.51%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC92.5K sh$4.4M0.50%
RockCreek Global Equality ETFEA Series Trust10.2K sh$488.5K0.49%
PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 9106.8K sh$5.1M0.49%
Fidelity SAI U.S. Momentum Index FundFidelity Salem Street Trust251.9K sh$12.1M0.49%
JPMorgan Global Select Equity ETFJ.P. Morgan Exchange-Traded Fund Trust669.2K sh$32.1M0.48%
Federated Hermes Muni and Stock Advantage FundFederated Hermes Income Securities Trust142.4K sh$6.8M0.47%
FlexShares ESG & Climate US Large Cap Core Index FundFlexShares Trust10.9K sh$521.6K0.47%
Fidelity Mid Cap Index FundFidelity Salem Street Trust5M sh$240.4M0.46%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST267.7K sh$12.8M0.46%
Pacer S&P World 3AI Top 300 ETFPacer Funds Trust106 sh$5.1K0.46%
iShares Russell Mid-Cap Index FundBlackRock Funds244.7K sh$11.7M0.46%
iShares Morningstar Mid-Cap ETFiShares Trust152K sh$7.3M0.44%
Nuveen Large Cap Responsible Equity FundTIAA-CREF Funds532.9K sh$25.5M0.43%
American Conservative Values ETFETF Opportunities Trust13.6K sh$653K0.43%
Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust42.7K sh$2M0.42%
Victory Growth & Income FundVictory Portfolios III197.3K sh$9.4M0.41%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust39.5K sh$1.9M0.41%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust37.5K sh$1.8M0.39%
JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust195.9K sh$9.4M0.38%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust64.1K sh$3.1M0.37%
TECHNOLOGY ULTRASECTOR PROFUNDProFunds8.4K sh$402K0.36%
iShares ESG Optimized MSCI USA ETFiShares Trust303.6K sh$14.5M0.36%
SA MFS Massachusetts Investors Trust PortfolioSUNAMERICA SERIES TRUST43.9K sh$2.1M0.36%
Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST1.4M sh$66.8M0.34%
iShares U.S. Technology ETFiShares Trust1.6M sh$78.1M0.33%
iShares U.S. Tech Independence Focused ETFiShares U.S. ETF Trust43.7K sh$2.1M0.31%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust629.1K sh$30.1M0.31%
Direxion Daily Technology Bull 3X SharesDirexion Shares ETF Trust324.2K sh$15.5M0.30%
Transamerica Multi-Asset IncomeTRANSAMERICA FUNDS55K sh$2.6M0.30%
Knights of Columbus Large Cap Value FundADVISORS' INNER CIRCLE III22.6K sh$1.1M0.29%
FlexShares STOXX Global ESG Select Index FundFlexShares Trust6.7K sh$321.3K0.29%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST779.1K sh$37.3M0.28%
Toews Agility Shares Hedged Risk ETFNorthern Lights Fund Trust2K sh$93.4K0.27%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust868.3K sh$41.6M0.27%
FlexShares STOXX US ESG Select Index FundFlexShares Trust7.4K sh$353.5K0.27%
iShares MSCI USA Size Factor ETFiShares Trust23.9K sh$1.1M0.27%
JPMorgan Hedged Equity Laddered Overlay ETFJ.P. Morgan Exchange-Traded Fund Trust248.3K sh$11.9M0.26%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS5.3M sh$255.4M0.26%
Steward Values Enhanced Large Cap FundSteward Funds Inc16.9K sh$807.7K0.25%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC281K sh$13.5M0.24%
Columbia Research Enhanced Value ETFColumbia ETF Trust I16.7K sh$800.4K0.24%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC418.6K sh$20M0.24%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST31.4K sh$1.5M0.21%
LARGE-CAP VALUE PROFUNDProFunds233 sh$11.2K0.21%
Green Century Equity FundGREEN CENTURY FUNDS34.8K sh$1.7M0.21%
Global X Information Technology Covered Call & Growth ETFGLOBAL X FUNDS618 sh$29.6K0.21%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust4.1M sh$196.2M0.20%
Hartford Multi-Asset Income FundHARTFORD MUTUAL FUNDS, INC23K sh$1.1M0.19%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust1.9M sh$90.5M0.19%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust229.1K sh$11M0.19%
iShares Morningstar Value ETFiShares Trust51.7K sh$2.5M0.19%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust88.2K sh$4.2M0.19%
iShares ESG MSCI KLD 400 ETFiShares Trust204.4K sh$9.8M0.18%
Transamerica Large Core ESGTRANSAMERICA FUNDS6.9K sh$329.3K0.18%
Dimensional US Large Cap Vector ETFDimensional ETF Trust20K sh$956.4K0.18%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust12K sh$576.6K0.18%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust447.1K sh$21.4M0.17%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust523.2K sh$25.1M0.17%
Nuveen Large Cap Value Index FundTIAA-CREF Funds484.6K sh$23.2M0.17%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST40.7K sh$2M0.17%
SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST14.5K sh$692.4K0.16%
Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS8K sh$383.5K0.16%
Victory Value FundVictory Portfolios III50.9K sh$2.4M0.16%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust52.2K sh$2.5M0.16%
Columbia Research Enhanced Core ETFColumbia ETF Trust I192.5K sh$9.2M0.16%
PRIMECAP Odyssey Aggressive Growth FundPRIMECAP Odyssey Funds242.9K sh$11.6M0.16%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.3M sh$59.9M0.15%
iShares Flexible Equity Active ETFBlackRock ETF Trust51.3K sh$2.5M0.15%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust35 sh$1.7K0.15%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC77.8K sh$3.7M0.15%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust32.2K sh$1.5M0.15%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust36.6K sh$1.8M0.15%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.2M sh$58.8M0.14%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust8.3K sh$398K0.14%
Dimensional US Vector Equity ETFDimensional ETF Trust15.7K sh$750.4K0.14%
Transamerica Balanced IITRANSAMERICA FUNDS2K sh$95K0.14%
Transamerica Multi-Managed BalancedTRANSAMERICA FUNDS42.7K sh$2M0.14%
Dimensional US Core Equity Market ETFDimensional ETF Trust334.4K sh$16M0.13%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC68.8K sh$3.3M0.12%
JPMorgan Global Allocation FundJPMorgan Trust I56.8K sh$2.7M0.12%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust1.2K sh$57.6K0.12%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO76.7K sh$3.7M0.12%
Dimensional US Core Equity 1 ETFDimensional ETF Trust82.7K sh$4M0.12%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO14.5K sh$695.1K0.12%
iShares U.S. Equity Factor ETFiShares Trust85.2K sh$4.1M0.11%
iShares Global Equity Factor ETFiShares Trust5.1K sh$243.2K0.11%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust313 sh$15K0.11%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds106.2K sh$5.1M0.11%
Global Equity FundRUSSELL INVESTMENT CO91.3K sh$4.4M0.11%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust1.6K sh$77.4K0.11%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series7.6K sh$362K0.11%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO6.5K sh$309.8K0.11%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust26.8K sh$1.3M0.11%
Arrow DWA Tactical: Balanced FundArrow Investments Trust585 sh$28K0.11%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS1.4K sh$65.8K0.10%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS101 sh$4.8K0.10%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust7.5K sh$358K0.10%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III7.5K sh$361.1K0.10%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II32.2K sh$1.5M0.10%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust67.2K sh$3.2M0.10%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust183.1K sh$8.8M0.10%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC294.8K sh$14.1M0.10%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust388K sh$18.6M0.10%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS66.6K sh$3.2M0.10%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST3M sh$142M0.10%
LargeCap S&P 500 Index FundPrincipal Funds, Inc273.5K sh$13.1M0.10%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS163 sh$7.8K0.10%
Nuveen S&P 500 Index FundTIAA-CREF Funds278.5K sh$13.3M0.10%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST43.6K sh$2.1M0.10%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust111.5K sh$5.3M0.10%
E*TRADE No Fee Large Cap Index FundE Trade Trust2.7K sh$130.2K0.10%
iShares Morningstar U.S. Equity ETFiShares Trust25.8K sh$1.2M0.10%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust379.1K sh$18.2M0.10%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS1K sh$48.4K0.10%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.54.5K sh$2.6M0.10%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST66.3K sh$3.2M0.10%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS72 sh$3.4K0.10%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.27.1K sh$1.3M0.10%
Victory 500 Index FundVictory Portfolios III308.7K sh$14.8M0.10%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III2.9K sh$136.8K0.10%
Dimensional U.S. Equity Market ETFDimensional ETF Trust407.5K sh$19.5M0.09%
Wilmington Large-Cap Strategy FundWilmington Funds11.9K sh$571.9K0.09%
iShares Dow Jones U.S. ETFiShares Trust56.7K sh$2.7M0.09%
Schwab 1000 Index FundSCHWAB INVESTMENTS422.3K sh$20.2M0.09%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust5K sh$239.8K0.09%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust5.2K sh$248.5K0.09%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust32K sh$1.5M0.09%
Vox Populi ETFAdvisors Series Trust108 sh$5.2K0.09%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust722.3K sh$34.6M0.09%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST806.2K sh$38.6M0.09%
Nuveen Equity Index FundTIAA-CREF Funds1.1M sh$52.5M0.09%
iShares Total U.S. Stock Market Index FundBlackRock Funds86.2K sh$4.1M0.09%
E*TRADE No Fee Total Market Index FundE Trade Trust2K sh$94.9K0.09%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust39.2K sh$1.9M0.09%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust1K sh$50.1K0.08%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust9.2K sh$442.1K0.08%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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