Elliott Management Takes New Stake in Hewlett Packard, Exits Arm in Q2 Moves

Thursday, Aug 14, 2025 5:33 pm ET1min read

Elliott Management, a hedge fund led by Paul Singer, has taken a new stake in Hewlett Packard Enterprise Company with 18.6 million shares during Q2 2025. The firm also increased its holdings in other companies, including upping its stakes in Hewlett Packard Enterprise, while exiting its position in Arm. The moves are part of the hedge fund's quarterly portfolio update.

Elliott Management, the hedge fund led by billionaire investor Paul Singer, has taken a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) during the second quarter of 2025, according to a regulatory filing published on Thursday. The firm acquired 18.6 million shares, marking a significant increase in its position in the tech giant [1].

In addition to its new stake in Hewlett Packard Enterprise, Elliott Management also increased its holdings in other companies. The firm upped its position in Phillips 66 (PSX) to 19.3 million shares in Q2 from 15.7 million in Q1 [1]. Meanwhile, the hedge fund exited its holdings in Match Group (MTCH), CorMedix (CRMD), and Arm Holdings (NASDAQ:ARM) in the quarter ended June 30, 2025 [1].

These moves are part of Elliott Management's quarterly portfolio update, reflecting the hedge fund's strategic approach to investing. The firm's decision to exit Arm Holdings, a prominent semiconductor company, could indicate a shift in focus towards other sectors or a reassessment of the company's prospects. Hewlett Packard Enterprise, on the other hand, has been identified as an upcoming leader in the AI server market, which may have influenced Elliott Management's decision to increase its stake [2].

The regulatory filing provides valuable insights into Elliott Management's investment strategy and the hedge fund's focus on specific sectors and companies. As investors and financial professionals, it is essential to monitor these developments closely to understand the underlying trends and potential opportunities in the market.

References:
[1] https://seekingalpha.com/news/4485792-elliott-management-takes-new-stake-in-hewlett-packard-exits-arm-among-q2-moves
[2] https://www.bloomberg.com/news/articles/2025-08-14/goldman-dangles-millennium-hedge-fund-stakes-for-just-1-million

Elliott Management Takes New Stake in Hewlett Packard, Exits Arm in Q2 Moves

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