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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
AGC
426
August Group Capital
$241K +$219K +3,062 New
CAG
427
Crestwood Advisors Group
Massachusetts
$241K +$219K +3,059 New
FWM
428
FMB Wealth Management
California
$237K
CB
429
Commerce Bank
Missouri
$237K
ICP
430
Interchange Capital Partners
Pennsylvania
$237K +$215K +3,007 New
TFA
431
Tranquilli Financial Advisor
New Jersey
$235K +$214K +2,990 New
EA
432
Echo45 Advisors
California
$233K -$12.5K -175 -6%
KA
433
Klingman & Associates
New York
$232K +$210K +2,943 New
MSFS
434
Main Street Financial Solutions
Pennsylvania
$231K +$210K +2,933 New
AWM
435
Ariadne Wealth Management
California
$230K -$13.9K -195 -7%
DWM
436
Diversify Wealth Management
Utah
$229K +$201K +2,805 New
IAS
437
Insigneo Advisory Services
Florida
$228K +$208K +2,903 New
IPW
438
Intergy Private Wealth
Colorado
$228K +$208K +2,902 New
TI
439
Tidal Investments
Wisconsin
$227K -$7.72K -108 -4%
KPWS
440
Kestra Private Wealth Services
Texas
$225K -$24.9K -348 -11%
BBA
441
Braun-Bostich & Associates
Pennsylvania
$216K -$27.2K -380 -12%
RC
442
Rexford Capital
Texas
$213K
XWL
443
XXI Wealth LLC
Illinois
$213K +$194K +2,710 New
SW
444
SVB Wealth
Massachusetts
$210K +$191K +2,668 New
BTWM
445
Baker Tilly Wealth Management
Wisconsin
$209K +$190K +2,659 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K +$9.51K +133 +5%
AA
447
Addison Advisors
Vermont
$208K +$930 +13 +0.5%
MHR
448
Matthew Hamilton Rosenberg
$203K
ELC
449
Edgar Lomax Company
Virginia
$203K
LWPC
450
Legacy Wealth Partners (Colorado)
Colorado
$202K +$183K +2,565 New