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 %
SWM
351
Spire Wealth Management
Virginia
$41K -$24.3K -492 -37%
HDIM
352
Hanson & Doremus Investment Management
Vermont
$40K
LFG
353
Larson Financial Group
Missouri
$38.3K
PAM
354
Paradigm Asset Management
New York
$34.6K -$4.95K -100 -13%
MA
355
MCF Advisors
Kentucky
$34.1K
RIL
356
Rothschild Investment LLC
Illinois
$33.8K +$4.6K +93 +16%
UBP
357
Union Bancaire Privee
Switzerland
$32.3K +$32.3K +485 New
WA
358
Whipplewood Advisors
Colorado
$30K +$30K +606 New
PMFA
359
Plante Moran Financial Advisors
Michigan
$29.9K
CA
360
CoreCap Advisors
Michigan
$29.1K +$22.6K +456 +343%
CAL
361
Capital Analysts LLC
Pennsylvania
$29K
Bessemer Group
362
Bessemer Group
New Jersey
$29K +$8.42K +166 +41%
VWM
363
Venturi Wealth Management
Texas
$28.2K +$10.4K +210 +58%
CAS
364
Coppell Advisory Solutions
Texas
$27.8K +$2.48K +50 +10%
HPC
365
HM Payson & Co
Maine
$27.5K
WT
366
Whittier Trust
California
$26.5K
BWAM
367
Boyd Watterson Asset Management
Ohio
$25.3K
GKIM
368
GW&K Investment Management
Massachusetts
$25K
ACM
369
Accent Capital Management
Ohio
$24.7K
BCM
370
Berbice Capital Management
New York
$24.7K +$24.7K +500 New
SPF
371
South Plains Financial
Texas
$24.4K +$24.4K +493 New
ST
372
Smithfield Trust
Pennsylvania
$24K
FFA
373
Frazier Financial Advisors
Ohio
$22.2K -$5.45K -110 -20%
SVCP
374
Silicon Valley Capital Partners
California
$21.9K +$247 +5 +1%
TIM
375
Tortoise Investment Management
New York
$20.7K