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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
CWM
251
Cordatus Wealth Management
Pennsylvania
$890K -$39.5K -553 -5%
WIA
252
World Investment Advisors
California
$889K +$482K +6,744 +148%
NSUP
253
NLB Skladi upravljanje premozenja
$880K +$800K +11,186 New
VFA
254
Valeo Financial Advisors
Indiana
$874K +$5.29K +74 +0.7%
AC
255
AlphaCore Capital
California
$865K -$38.3K -535 -5%
Fiera Capital (Canada)
256
Fiera Capital (Canada)
Quebec, Canada
$864K +$251K +3,507 +47%
CGL
257
Clarius Group LLC
Washington
$850K
TPI
258
Trust Point Inc
Wisconsin
$837K +$216K +3,018 +40%
HP
259
Havemeyer Place
Connecticut
$834K +$758K +10,597 New
FOA
260
Five Oceans Advisors
California
$815K
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$808K +$10.9K +153 +2%
Invesco
262
Invesco
Georgia
$804K +$224K +3,131 +44%
BIP
263
Brandes Investment Partners
California
$801K -$2.1M -29,314 -74%
GFP
264
Gryphon Financial Partners
Ohio
$800K +$188K +2,624 +35%
PWM
265
Perigon Wealth Management
California
$798K +$405K +5,659 +126%
TW
266
Traveka Wealth
California
$795K +$358 +5 +0%
CCC
267
Chelsea Counsel Company
California
$795K
GCM
268
Gallacher Capital Management
Colorado
$794K +$2.86K +40 +0.4%
TR
269
Tepp RIA
New Jersey
$792K
William Blair & Company
270
William Blair & Company
Illinois
$786K -$31.5K -440 -4%
BF
271
Brucke Financial
Indiana
$783K +$127K +1,776 +22%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$776K +$111K +1,549 +19%
RA
273
Rational Advisors
New York
$771K -$349K -4,885 -33%
WA
274
Wealthstar Advisors
Texas
$761K -$9.3K -130 -1%
SIA
275
SeaBridge Investment Advisors
New Jersey
$748K +$26.9K +376 +4%