Who owns HOPE (HOPE)
Which tracked institutional funds hold HOPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HOPE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
41 tracked funds added or opened HOPE while 34 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HOPE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HOPE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HOPE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 253 tracked filers holding HOPE, 136 increased or opened the position and 95 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HOPE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD PORTFOLIO MANAGEMENT LLC$84M
- VANGUARD CAPITAL MANAGEMENT LLC$61M
- VANGUARD FIDUCIARY TRUST CO$9M
- Jain Global LLC$3M
- NORGES BANK$2M
- Vanguard Global Advisers, LLC$2M
Full exits 13
- VANGUARD GROUP INC$140M
- TWO SIGMA ADVISERS, LP$17M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2M
- AlphaQuest LLC$2M
- Bridgewater Associates, LP$2M
- Y-Intercept (Hong Kong) Ltd$2M
Largest adds
- HoldCo Asset Management, LP$37M
- TWO SIGMA INVESTMENTS, LP$18M
- UBS Group AG$9M
- STATE STREET CORP$9M
- GOLDMAN SACHS GROUP INC$6M
- DIMENSIONAL FUND ADVISORS LP$5M
Largest trims
- BlackRock, Inc.$51M
- WELLINGTON MANAGEMENT GROUP LLP$8M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M
- BARCLAYS PLC$2M
- JPMORGAN CHASE & CO$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 13,356,610 | $149M | 10.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 9,990,002 | $112M | 7.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,498,882 | $84M | 5.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,367,855 | $82M | 5.5% | 2026-Q1 |
| STATE STREET CORP added | 7,329,141 | $82M | 5.5% | 2026-Q1 |
| HoldCo Asset Management, LP added | 6,262,187 | $70M | 4.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 5,918,210 | $66M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,503,848 | $61M | 4.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 4,434,252 | $50M | 3.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,266,062 | $36M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,236,771 | $36M | 2.4% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 3,019,097 | $34M | 2.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,921,222 | $33M | 2.2% | 2026-Q1 |
| UBS Group AG added | 2,761,079 | $31M | 2.1% | 2026-Q1 |
| Rhino Investment Partners, Inc added | 2,595,281 | $29M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,117,686 | $24M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,801,410 | $20M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,735,382 | $19M | 1.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,513,900 | $17M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,453,990 | $16M | 1.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,135,401 | $13M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 989,030 | $11M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 827,066 | $9M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 809,919 | $9M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 761,457 | $9M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 657,646 | $7M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 623,114 | $7M | 0.5% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 570,000 | $6M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 496,619 | $6M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 492,424 | $6M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 476,228 | $5M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 471,816 | $5M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 458,669 | $5M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 458,272 | $5M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 455,796 | $5M | 0.3% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 421,478 | $5M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 374,789 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 363,829 | $4M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 346,955 | $4M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 346,196 | $4M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 311,207 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 302,659 | $3M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC | 270,000 | $3M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 264,343 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 240,157 | $3M | 0.2% | 2026-Q1 |
| Jain Global LLC new | 239,647 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 241,854 | $3M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 219,140 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 211,443 | $2M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 211,070 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 188,375 | $2M | 0.1% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC added | 167,500 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 163,633 | $2M | 0.1% | 2026-Q1 |
| Bridge City Capital, LLC trimmed | 163,593 | $2M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 158,779 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 158,456 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 155,605 | $2M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 150,818 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 147,861 | $2M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 146,864 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 143,303 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 132,218 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 122,954 | $1M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 120,776 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 115,305 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 113,464 | $1M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 106,384 | $1M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 105,262 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 100,254 | $1M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 99,660 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 93,458 | $1M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 93,360 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 85,572 | $956K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 82,874 | $926K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 77,650 | $867K | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 77,104 | $861K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 72,917 | $814K | 0.1% | 2026-Q1 |
| STRS OHIO added | 69,300 | $774K | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 69,078 | $772K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 68,906 | $769K | 0.1% | 2026-Q1 |
| Pinnacle Holdings, LLC trimmed | 68,060 | $760K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,818,076 | $140M | 9.4% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 4,603,810 | $50M | 3.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,577,063 | $17M | 1.2% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 877,835 | $9M | 0.6% | 2025-Q2 stale |
| LOOMIS SAYLES & CO L P added | 777,231 | $8M | 0.5% | 2025-Q1 stale |
| JUPITER ASSET MANAGEMENT LTD | 363,553 | $4M | 0.3% | 2025-Q2 stale |
| Walleye Capital LLC added | 283,762 | $3M | 0.2% | 2025-Q2 stale |
| Trexquant Investment LP added | 222,805 | $2M | 0.2% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 209,786 | $2M | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 189,175 | $2M | 0.1% | 2025-Q4 stale |
| Bridgewater Associates, LP trimmed | 188,327 | $2M | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 164,282 | $2M | 0.1% | 2025-Q4 stale |
| Assenagon Asset Management S.A. trimmed | 170,555 | $2M | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 140,497 | $2M | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 136,506 | $1M | 0.1% | 2025-Q1 stale |
| WINTON GROUP Ltd added | 88,191 | $923K | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 79,024 | $866K | 0.1% | 2025-Q4 stale |
| Murchinson Ltd. new | 76,830 | $804K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 69,930 | $766K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.