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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
MSR
301
Main Street Research
Connecticut
$605K +$24.2K +338 +5%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$596K +$338K +4,730 +168%
KP
303
Keel Point
Alabama
$596K +$4.93K +69 +0.9%
Lazard Asset Management
304
Lazard Asset Management
New York
$593K -$55.2K -772 -6%
MCM
305
Monument Capital Management
Virginia
$592K +$314K +4,397 +141%
ACA
306
Atlas Capital Advisors
Wyoming
$589K +$536K +7,489 New
GS
307
GWN Securities
Florida
$580K +$129K +1,806 +32%
NI
308
Natural Investments
California
$579K +$66.2K +926 +14%
CA
309
Crumly & Associates
Illinois
$575K -$3.22K -45 -0.6%
FRM
310
Fox Run Management
Connecticut
$574K +$2K +28 +0.4%
SP
311
SmartHarvest Portfolios
Washington
$574K +$522K +7,296 New
CPA
312
Capital Performance Advisors
California
$565K +$30K +419 +6%
RA
313
Riversedge Advisors
Delaware
$556K -$10.9K -153 -2%
ASN
314
Advisory Services Network
Georgia
$553K +$72.7K +1,016 +17%
CH
315
Cromwell Holdings
Wyoming
$548K
APM
316
a16z Perennial Management
California
$536K +$54.2K +758 +13%
BWP
317
BSW Wealth Partners
Colorado
$534K -$14.1K -197 -3%
OIA
318
OneDigital Investment Advisors
Kansas
$527K +$75.9K +1,062 +19%
KAS
319
Kestra Advisory Services
Texas
$522K +$53.1K +742 +13%
AF
320
Allworth Financial
California
$520K +$18.2K +254 +4%
WA
321
Wealth Alliance
New York
$517K +$196K +2,737 +71%
NWAG
322
Net Worth Advisory Group
Utah
$509K +$10.4K +146 +2%
PS
323
Principal Securities
Iowa
$507K +$95.5K +1,335 +26%
BWA
324
Basecamp Wealth Advisors
Washington
$497K +$452K +6,321 New
PCA
325
Purkiss Capital Advisors
Connecticut
$497K +$43.9K +614 +11%