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 %
CIA
351
Cape Investment Advisory
Georgia
$8.55K
AFG
352
Albion Financial Group
Utah
$8.03K +$8.03K +198 New
LA
353
LM Advisors
California
$7.91K +$7.91K +195 New
PFBT
354
Parkside Financial Bank & Trust
Missouri
$7.74K +$7.74K +191 New
OLVIG
355
Oliver Lagore Vanvalin Investment Group
Michigan
$7.74K -$243 -6 -3%
VWA
356
Valued Wealth Advisors
Utah
$7.46K +$7.46K +189 New
EBA
357
Eagle Bay Advisors
New York
$7.34K -$1.34K -33 -15%
Macquarie Group
358
Macquarie Group
Australia
$7K +$78 +2 +1%
FCA
359
FinTrust Capital Advisors
South Carolina
$6.45K
LFG
360
Larson Financial Group
Missouri
$6.37K +$1.01K +25 +19%
BWP
361
Baldwin Wealth Partners
Massachusetts
$6.08K
DSC
362
Duncker Streett & Co
Missouri
$6K
PP
363
PrairieView Partners
Minnesota
$6K
PWMG
364
Prestige Wealth Management Group
New Jersey
$5.8K
BCMLT
365
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.56K
SIS
366
Sound Income Strategies
Florida
$5.03K +$1.66K +41 +49%
FCG
367
Financial Connections Group
California
$5K +$5K +143 New
BCM
368
Bourgeon Capital Management
Connecticut
$4.7K +$2.03K +50 +76%
JWM
369
Janiczek Wealth Management
Colorado
$4.54K
WTC
370
WhitTier Trust Company
Nevada
$4.46K
MRCM
371
M&R Capital Management
New Jersey
$4.26K
HI
372
Hoey Investments
Pennsylvania
$4.05K -$101K -2,500 -96%
IHWM
373
Iron Horse Wealth Management
Iowa
$4.05K
FA
374
Financial Avengers
California
$4.05K
CBT
375
CoreFirst Bank & Trust
Kansas
$4.05K