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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
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$390K +$17.4K +243 +5%
AWM
352
Avior Wealth Management
Nebraska
$388K
WRPWM
353
Werba Rubin Papier Wealth Management
California
$386K -$10.8K -151 -3%
GSEP
354
Golden State Equity Partners
California
$382K +$4.22K +59 +1%
HH
355
Hilltop Holdings
Texas
$381K +$39.7K +555 +13%
CP
356
Canopy Partners
Ohio
$378K +$3.5K +49 +1%
AG
357
AlTi Global
New York
$377K +$52.1K +729 +18%
AP
358
Advisors Preferred
Maryland
$377K -$1.04M -14,545 -76%
FG
359
Foster Group
Iowa
$376K +$7.72K +108 +2%
NG
360
Norden Group
Utah
$373K +$134K +1,870 +65%
SMA
361
Sage Mountain Advisors
Georgia
$371K +$715 +10 +0.2%
1WA
362
180 Wealth Advisors
Washington
$369K -$26.5K -371 -7%
GA
363
Greenspring Advisors
Maryland
$365K +$331K +4,634 New
FPAS
364
Focus Partners Advisor Solutions
Missouri
$361K -$20K -279 -6%
EL
365
EWA LLC
Pennsylvania
$358K +$46K +643 +16%
SMA
366
Seven Mile Advisory
New Jersey
$355K -$46.4K -649 -13%
C
367
Certuity
Florida
$354K +$2.79K +39 +0.9%
NP
368
Nilsine Partners
Colorado
$341K +$15.7K +219 +5%
ATPW
369
Ashton Thomas Private Wealth
Arizona
$336K +$52.9K +740 +21%
FAM
370
Fred Alger Management
New York
$335K +$304K +4,257 New
MWM
371
Modern Wealth Management
Kansas
$335K +$76.7K +1,072 +34%
GWM
372
Geneos Wealth Management
Colorado
$332K
X
373
Xponance
Pennsylvania
$332K +$30.7K +429 +11%
HIP
374
HUB Investment Partners
Texas
$331K +$76.2K +1,066 +34%
MWM
375
Manske Wealth Management
Texas
$330K -$35.8K -500 -11%