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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
RCA
376
Resonant Capital Advisors
Wisconsin
$330K +$8.15K +114 +3%
SIAG
377
Safeguard Investment Advisory Group
California
$327K -$36.8K -515 -11%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$322K +$292K +4,084 New
MCM
379
Manchester Capital Management
Vermont
$322K +$161K +2,254 +123%
WA
380
WealthTrust Axiom
Pennsylvania
$321K
CW
381
CreativeOne Wealth
Kansas
$318K -$95.5K -1,335 -25%
SG
382
StoneX Group
New York
$318K -$214K -2,999 -43%
FCH
383
Freestone Capital Holdings
Washington
$315K -$30.4K -425 -10%
WC
384
Weil Company
California
$315K
S
385
Sunpointe
Missouri
$312K
DOA
386
D'Orazio & Associates
Virginia
$312K +$715 +10 +0.3%
FCBT
387
First Citizens Bank & Trust
North Carolina
$312K +$16.4K +229 +6%
WC
388
Westerkirk Capital
$311K -$328K -4,590 -54%
CWM
389
Cornerstone Wealth Management
Missouri
$310K -$10.2K -142 -3%
FWP
390
Flatrock Wealth Partners
California
$308K +$280K +3,921 New
EWM
391
Empirical Wealth Management
Washington
$308K +$280K +3,913 New
TYCC
392
Texas Yale Capital Corp
Florida
$307K +$50.1K +700 +22%
JF
393
Jump Financial
Illinois
$307K +$279K +3,900 New
SIC
394
Samalin Investment Counsel
New York
$307K +$1.72K +24 +0.6%
SSC
395
Syverson Strege & Co
Iowa
$303K -$3.72K -52 -1%
PFA
396
Pure Financial Advisors
California
$300K +$60.3K +843 +28%
EW
397
Evoke Wealth
California
$297K +$60.3K +843 +29%
SI
398
Stephens Inc
Arkansas
$293K +$266K +3,722 New
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$292K
CRC
400
Curi RMB Capital
Illinois
$291K -$2.07K -29 -0.8%