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 %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$230K +$211K +4,260 +1,065%
TCWM
302
Total Clarity Wealth Management
Illinois
$229K -$3.61K -73 -2%
PDL
303
Portfolio Design Labs
California
$229K +$229K +4,627 New
CIM
304
Contravisory Investment Management
Massachusetts
$229K -$1.19K -24 -0.5%
LCGC
305
Legacy Capital Group California
California
$226K -$1.19K -24 -0.5%
TPI
306
Trust Point Inc
Wisconsin
$224K -$346 -7 -0.2%
TYCC
307
Texas Yale Capital Corp
Florida
$215K +$215K +4,350 New
AIA
308
Angeles Investment Advisors
California
$212K -$32.8K -664 -13%
S
309
Sunpointe
Missouri
$211K +$211K +4,261 New
TIAA Trust, National Association
310
TIAA Trust, National Association
North Carolina
$210K +$210K +4,241 New
SMA
311
Sage Mountain Advisors
Georgia
$204K +$204K +4,118 New
AA
312
ABC Arbitrage
France
$203K +$203K +4,110 New
WA
313
WealthTrust Axiom
Pennsylvania
$202K +$202K +4,075 New
CFGS
314
Concourse Financial Group Securities
Alabama
$199K +$166K +3,258 +507%
TCM
315
TruNorth Capital Management
Michigan
$198K +$198K +4,000 New
KBFS
316
Kohmann Bosshard Financial Services
Ohio
$193K +$193K +3,900 New
AssetMark Inc
317
AssetMark Inc
California
$189K +$160K +3,232 +543%
PS
318
Principal Securities
Iowa
$175K +$23.9K +483 +16%
WI
319
Wintrust Investments
Illinois
$171K -$2.17K -44 -1%
GM
320
GeoWealth Management
Illinois
$162K +$10.1K +205 +7%
BCM
321
Barometer Capital Management
Ontario, Canada
$134K
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K
BTI
323
Blue Trust Inc
Georgia
$124K -$787K -15,904 -86%
EWA
324
EverSource Wealth Advisors
Alabama
$122K +$27.6K +559 +29%
MHR
325
Matthew Hamilton Rosenberg
$116K