We are live on ! Find out more

614 hedge funds and large institutions have $6.55B invested in HSBC in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 273 increasing their positions, 130 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 36

110% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 130

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $5.64B → $6.55B (+$904M)

11% more funds holding

Funds holding: 554614 (+60)

0.12% more ownership

Funds ownership: 2.3%2.42% (+0.12%)

16% less call options, than puts

Call options by funds: $309M | Put options by funds: $370M

Holders
614
Holders Change
+60
Holders Change %
+10.83%
% of All Funds
7.47%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
105
Increased
273
Reduced
130
Closed
36
Calls
$309M
Puts
$370M
Net Calls
-$60.8M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$1.05M -$318K -4,442 -25%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$1.05M -$78.5K -1,097 -8%
PAG
228
Private Advisor Group
New Jersey
$1.05M +$3.86K +54 +0.4%
SPIA
229
Steward Partners Investment Advisory
New York
$1.04M +$108K +1,516 +13%
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$1.02M +$244K +3,409 +35%
HC
231
Henshaw Capital
Massachusetts
$1.01M
CSA
232
Cornerstone Select Advisors
Missouri
$992K +$51.8K +724 +6%
BFG
233
Bleakley Financial Group
New Jersey
$988K +$898K +12,561 New
NFG
234
Nations Financial Group
Iowa
$987K +$5.94K +83 +0.7%
SRC
235
Sage Rhino Capital
California
$986K -$21.5K -301 -2%
S
236
SimplyRich
California
$979K +$8.8K +123 +1%
GWMR
237
GC Wealth Management RIA
Massachusetts
$975K +$313K +4,375 +55%
LCGC
238
Legacy Capital Group California
California
$974K +$33.1K +463 +4%
HWM
239
HB Wealth Management
Georgia
$972K +$83.5K +1,168 +10%
AG
240
Ascent Group
Virginia
$972K +$23.2K +324 +3%
TMC
241
Themes Management Co
Connecticut
$959K +$872K +12,195 New
GAFA
242
Garton & Associates Financial Advisors
Kentucky
$954K +$867K +12,121 New
EFG
243
Everest Financial Group
Minnesota
$949K +$863K +12,067 New
Arrowstreet Capital
244
Arrowstreet Capital
Massachusetts
$946K +$414K +5,793 +93%
MHC
245
May Hill Capital
Massachusetts
$921K +$24K +335 +3%
IAA
246
Independent Advisor Alliance
North Carolina
$913K +$284K +3,973 +52%
LWAM
247
Legacy Wealth Asset Management
Minnesota
$908K -$19.9K -278 -2%
DFA
248
Delta Financial Advisors
Louisiana
$907K +$263K +3,684 +47%
NRC
249
New Republic Capital
North Carolina
$892K +$474K +6,627 +141%
LTAS
250
Linden Thomas Advisory Services
North Carolina
$891K +$42.8K +599 +6%