460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
251
Fox Run Management
Connecticut
$356K +$356K +7,204 New
DWM
252
Drive Wealth Management
Utah
$348K +$13.1K +265 +4%
SG Americas Securities
253
SG Americas Securities
New York
$346K -$304K -6,156 -47%
CH
254
Cromwell Holdings
Wyoming
$345K
NWAG
255
Net Worth Advisory Group
Utah
$342K -$11.8K -238 -3%
CCG
256
Catalina Capital Group
California
$342K +$29.7K +600 +10%
MC
257
Moors & Cabot
Massachusetts
$342K +$3.91K +79 +1%
AWM
258
AE Wealth Management
Kansas
$341K -$1.29K -26 -0.4%
EAM
259
Everstar Asset Management
North Carolina
$340K -$185K -3,745 -35%
NI
260
Natural Investments
California
$334K +$334K +6,760 New
KeyBank National Association
261
KeyBank National Association
Ohio
$333K +$3.86K +78 +1%
Acadian Asset Management
262
Acadian Asset Management
Massachusetts
$331K -$1.71M -34,600 -84%
HCP
263
Hexagon Capital Partners
Arkansas
$330K +$3.51K +71 +1%
SPW
264
Sonoma Private Wealth
California
$328K +$12.4K +250 +4%
KP
265
Keel Point
Alabama
$328K -$46.7K -945 -12%
WRPWM
266
Werba Rubin Papier Wealth Management
California
$313K +$34.3K +693 +12%
1WA
267
180 Wealth Advisors
Washington
$303K +$5.54K +112 +2%
MFG
268
Merit Financial Group
Georgia
$293K +$293K +5,932 New
CIA
269
Choate Investment Advisors
Massachusetts
$293K +$293K +5,931 New
BEI
270
Benjamin Edwards Inc
Missouri
$293K +$293K +5,929 New
AI
271
Atria Investments
North Carolina
$291K +$291K +5,889 New
BIM
272
Baldwin Investment Management
Pennsylvania
$290K -$7.37K -149 -2%
AWM
273
Avior Wealth Management
Nebraska
$289K -$2.08K -42 -0.7%
PSP
274
Principal Street Partners
Tennessee
$287K +$50.1K +1,012 +21%
PWPS
275
Pinnacle Wealth Planning Services
Ohio
$287K -$160K -3,234 -36%