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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
BRWA
451
B. Riley Wealth Advisors
Florida
$200K +$182K +2,547 New
RFC
452
Regions Financial Corp
Alabama
$200K -$1.88M -26,288 -91%
BC
453
Brio Consultants
California
$200K +$182K +2,547 New
DE
454
Diversified Enterprises
Delaware
$200K +$182K +2,543 New
JAM
455
JCIC Asset Management
Ontario, Canada
$199K +$13.2K +185 +8%
Nisa Investment Advisors
456
Nisa Investment Advisors
Missouri
$170K +$19.4K +271 +14%
Bessemer Group
457
Bessemer Group
New Jersey
$148K +$48.6K +679 +56%
BGAI
458
Bruce G. Allen Investments
Colorado
$147K
HNB
459
Huntington National Bank
Ohio
$145K +$39.8K +556 +43%
BTI
460
Blue Trust Inc
Georgia
$133K -$32.1K -449 -21%
JWA
461
JFS Wealth Advisors
Pennsylvania
$133K
BBHC
462
Brown Brothers Harriman & Co
New York
$128K +$102K +1,428 +725%
RIL
463
Rothschild Investment LLC
Illinois
$127K +$1.5K +21 +1%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$125K -$33.1K -463 -23%
GBT
465
Grove Bank & Trust
Florida
$125K -$3.43K -48 -3%
UB
466
UMB Bank
Missouri
$125K +$12.1K +169 +12%
CA
467
CoreCap Advisors
Michigan
$121K +$79K +1,104 +257%
SL
468
Salomon & Ludwin
Virginia
$115K +$11.3K +158 +13%
BWL
469
Bogart Wealth LLC
Virginia
$96.5K -$5.65K -79 -6%
IA
470
IFP Advisors
Florida
$96.4K -$138K -1,932 -61%
SAG
471
SageView Advisory Group
California
$94.2K +$85.7K +1,198 New
PTC
472
Private Trust Company
Ohio
$92.1K +$13.1K +183 +19%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$90.9K +$28K +391 +51%
AF
474
Advisornet Financial
Minnesota
$89.6K +$7.37K +103 +10%
HPC
475
HM Payson & Co
Maine
$83.2K