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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
TWP
401
Tower Wealth Partners
Pennsylvania
$290K +$4K +56 +2%
ACM
402
Argyle Capital Management
Pennsylvania
$287K
IWA
403
Icon Wealth Advisors
Texas
$272K +$110K +1,539 +80%
IAN
404
Integrated Advisors Network
Texas
$270K -$1.29K -18 -0.5%
SAI
405
Savvy Advisors Inc
New York
$268K +$244K +3,407 New
LA
406
LVW Advisors
New York
$267K +$243K +3,400 New
DT
407
Diversified Trust
Tennessee
$266K +$27.2K +381 +13%
IAIM
408
International Assets Investment Management
Florida
$264K +$240K +3,358 New
FEM
409
Fulcrum Equity Management
Texas
$264K +$7.08K +99 +3%
SFS
410
Symphony Financial Services
Ohio
$263K
HPM
411
Hoxton Planning & Management
West Virginia
$263K +$239K +3,344 New
SA
412
Sovran Advisors
California
$262K -$6.22K -87 -3%
ACA
413
Aptus Capital Advisors
Alabama
$259K +$25K +350 +12%
Vontobel Holding
414
Vontobel Holding
Switzerland
$257K
VSQM
415
V-Square Quantitative Management
Illinois
$256K +$233K +3,258 New
PFG
416
Prospect Financial Group
Virginia
$256K -$143 -2 -0.1%
GSWM
417
Greenup Street Wealth Management
Michigan
$255K -$34.1K -477 -13%
PWAM
418
Papamarkou Wellner Asset Management
New York
$254K +$231K +3,230 New
AGA
419
Accuvest Global Advisors
Utah
$253K +$230K +3,213 New
HSA
420
HBK Sorce Advisory
Pennsylvania
$252K +$202K +2,826 New
SI
421
Seeds Investor
New York
$249K -$358 -5 -0.2%
PWM
422
Partners Wealth Management
California
$248K -$31.8K -445 -12%
WC
423
Wexford Capital
Florida
$247K +$225K +3,141 New
SWM
424
Seed Wealth Management
Illinois
$246K -$21.5K -300 -9%
TPCW
425
TD Private Client Wealth
New York
$242K +$117K +1,641 +114%