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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
WIM
476
Westside Investment Management
California
$82.1K
KFAS
477
Keating Financial Advisory Services
Kansas
$74.4K +$67.7K +946 New
EDRH
478
Edmond de Rothschild Holding
Switzerland
$71.4K
RFP
479
Root Financial Partners
California
$70.5K +$20.5K +286 +47%
PWAM
480
Private Wealth Asset Management
Iowa
$68.8K
SWM
481
Spire Wealth Management
Virginia
$68.2K +$2.65K +37 +4%
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$67.2K -$186K -2,606 -75%
SOW
483
State of Wyoming
Wyoming
$64K +$715 +10 +1%
HDIM
484
Hanson & Doremus Investment Management
Vermont
$64K
BCM
485
Berbice Capital Management
New York
$62.9K
TWD
486
True Wealth Design
Ohio
$61.4K
LFG
487
Larson Financial Group
Missouri
$59.2K +$11.5K +161 +27%
SIS
488
Sound Income Strategies
Florida
$57.5K +$43.8K +612 +729%
CIAM
489
Caitong International Asset Management
Hong Kong
$56.9K +$38K +532 +279%
PAM
490
Paradigm Asset Management
New York
$55.1K
MA
491
MCF Advisors
Kentucky
$54.2K
FMP
492
Financial Management Professionals
Texas
$52.8K -$1.36K -19 -3%
HI
493
Harbour Investments
Wisconsin
$52.6K -$3.08K -43 -6%
Barclays
494
Barclays
United Kingdom
$52K -$1.03M -14,424 -96%
BCWM
495
Bartlett & Co Wealth Management
Ohio
$45.2K +$23K +321 +126%
ST
496
Smithfield Trust
Pennsylvania
$44K +$6.29K +88 +18%
CPG
497
Cornerstone Planning Group
New Jersey
$43.3K +$8.37K +117 +31%
AGWCA
498
Annis Gardner Whiting Capital Advisors
Florida
$42.8K +$38.9K +544 New
SWM
499
SHP Wealth Management
Massachusetts
$42K +$38.2K +534 New
CAL
500
Capital Analysts LLC
Pennsylvania
$40K