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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
WANY
326
Wealthspire Advisors (New York)
New York
$496K +$404K +5,646 +861%
CFG
327
Carter Financial Group
Illinois
$494K +$156K +2,186 +53%
MWA
328
Medallion Wealth Advisors
Connecticut
$494K -$14.8K -207 -3%
MC
329
Moors & Cabot
Massachusetts
$494K -$38.3K -536 -8%
FNBT
330
FineMark National Bank & Trust
Florida
$488K
MYIA
331
Mount Yale Investment Advisors
Colorado
$483K +$439K +6,145 New
PSP
332
Principal Street Partners
Tennessee
$475K -$14.7K -206 -3%
SPW
333
Sonoma Private Wealth
California
$471K +$31.8K +445 +8%
CI
334
Corient IA
Florida
$469K -$289K -4,040 -40%
BPA
335
Beacon Pointe Advisors
California
$454K +$413K +5,775 New
ACC
336
Acorn Creek Capital
Colorado
$453K +$4.43K +62 +1%
BIM
337
Baldwin Investment Management
Pennsylvania
$449K
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$442K +$45.3K +633 +13%
CAM
339
Cresset Asset Management
Illinois
$439K -$1.43K -20 -0.4%
AP
340
Anchyra Partners
Georgia
$437K +$397K +5,558 New
SFC
341
SYM Financial Corp
Indiana
$436K +$1.65K +23 +0.4%
WPC
342
Waters Parkerson & Co
Louisiana
$433K
CIA
343
Choate Investment Advisors
Massachusetts
$432K -$46.2K -646 -11%
BEI
344
Benjamin Edwards Inc
Missouri
$430K +$27.5K +385 +8%
VWM
345
Venturi Wealth Management
Texas
$422K +$135K +1,890 +54%
OFO
346
OneAscent Family Office
Alabama
$413K +$375K +5,244 New
SCTC
347
Sanibel Captiva Trust Company
Florida
$412K +$14.9K +208 +4%
5NPW
348
55 North Private Wealth
Florida
$409K +$372K +5,204 New
STA
349
Summit Trail Advisors
New York
$407K -$176K -2,461 -32%
CIM
350
Contravisory Investment Management
Massachusetts
$397K -$10K -140 -3%