409 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+37
Holders Change %
+9.95%
% of All Funds
6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
276
Nilsine Partners
Colorado
$212K -$58.6K -1,446 -22%
MWM
277
Mission Wealth Management
California
$211K +$211K +5,196 New
WPW
278
Waldron Private Wealth
Pennsylvania
$210K +$210K +5,180 New
CWM
279
Cornerstone Wealth Management
Missouri
$210K -$12.3K -303 -6%
AWA
280
Aaron Wealth Advisors
Illinois
$209K +$209K +5,146 New
KPWS
281
Kestra Private Wealth Services
Texas
$206K +$206K +5,092 New
SC
282
Scotia Capital
Ontario, Canada
$206K +$206K +5,090 New
SPIA
283
Steward Partners Investment Advisory
New York
$193K +$9.77K +241 +5%
SWS
284
SYSTM Wealth Solutions
Illinois
$180K -$100K -2,466 -36%
CIM
285
Contravisory Investment Management
Massachusetts
$177K +$177K +4,366 New
ASN
286
Advisory Services Network
Georgia
$162K +$162K +4,002 New
BTI
287
Blue Trust Inc
Georgia
$161K +$50.9K +1,297 +46%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$129K -$9.7K -242 -7%
ELC
289
Edgar Lomax Company
Virginia
$125K
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K -$1.62K -40 -1%
BCM
291
Barometer Capital Management
Ontario, Canada
$122K +$122K +3,000 New
FFA
292
Farther Finance Advisors
California
$121K +$107K +2,647 +793%
GWS
293
Glassman Wealth Services
Virginia
$119K +$8.11K +200 +7%
GI
294
GAMMA Investing
California
$119K +$119K +3,016 New
MHR
295
Matthew Hamilton Rosenberg
$107K -$16.2K -399 -13%
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$100K +$33.4K +824 +50%
JWA
297
JFS Wealth Advisors
Pennsylvania
$98.8K +$63.7K +1,571 +181%
BGAI
298
Bruce G. Allen Investments
Colorado
$97.5K +$97.5K +2,404 New
AssetMark Inc
299
AssetMark Inc
California
$93K +$61.9K +1,526 +198%
NS
300
NBC Securities
Alabama
$88K -$22.8K -569 -21%