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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
OL
276
Optas LLC
Texas
$741K +$1.36K +19 +0.2%
Deutsche Bank
277
Deutsche Bank
Germany
$740K
EWA
278
EverSource Wealth Advisors
Alabama
$736K +$90.1K +1,260 +16%
DWM
279
Drive Wealth Management
Utah
$733K +$113K +1,575 +20%
UBS AM
280
UBS AM
Illinois
$731K +$664K +9,290 New
IP
281
Ignite Planners
California
$729K -$582K -8,136 -50%
WCA
282
Westover Capital Advisors
Delaware
$723K +$17.6K +246 +3%
MWM
283
Mission Wealth Management
California
$714K -$27.1K -379 -4%
HWM
284
HighMark Wealth Management
Minnesota
$709K
FMI
285
Frec Markets Inc
California
$708K +$644K +9,004 New
BA
286
Bridgewater Advisors
New York
$685K +$3.72K +52 +0.6%
MFIM
287
Mesirow Financial Investment Management
Illinois
$683K +$114K +1,593 +22%
Group One Trading
288
Group One Trading
Illinois
$679K +$304K +4,253 +97%
AFO
289
Allie Family Office
Florida
$669K
AAP
290
Arax Advisory Partners
Colorado
$664K -$1.32M -18,462 -69%
WPC
291
Wedmont Private Capital
Pennsylvania
$663K +$28.4K +397 +5%
CC
292
Courier Capital
New York
$662K -$72 -1 -0%
AWM
293
AE Wealth Management
Kansas
$647K +$49.8K +696 +9%
WA
294
Waverly Advisors
Alabama
$646K +$371K +5,181 +171%
ATIA
295
American Trust Investment Advisors
New Hampshire
$633K
EWA
296
EP Wealth Advisors
California
$616K +$560K +7,825 New
Lido Advisors
297
Lido Advisors
California
$609K +$2.57K +36 +0.4%
PWG
298
Portside Wealth Group
Utah
$609K +$248K +3,466 +81%
DAS
299
Dynamic Advisor Solutions
Arizona
$609K +$554K +7,741 New
CIA
300
Concurrent Investment Advisors
Florida
$607K +$180K +2,524 +49%