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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
GKIM
501
GW&K Investment Management
Massachusetts
$39K
HWP
502
Highline Wealth Partners
California
$37.5K +$715 +10 +2%
CIA
503
Cape Investment Advisory
Georgia
$36.9K +$7.51K +105 +29%
NS
504
NBC Securities
Alabama
$34.3K -$65K -909 -68%
SIC
505
SJS Investment Consulting
Ohio
$33.5K +$30.5K +426 New
RWS
506
Retirement Wealth Solutions
Wisconsin
$33K -$2K -28 -6%
BWAM
507
Boyd Watterson Asset Management
Ohio
$32.7K
FFA
508
Frazier Financial Advisors
Ohio
$32.6K -$2.15K -30 -7%
IWM
509
Inlight Wealth Management
Georgia
$31.5K
EP
510
Essential Partners
California
$31.2K -$8.37K -117 -23%
BIA
511
Bell Investment Advisors
California
$30.1K +$15.8K +221 +136%
MWPCG
512
Measured Wealth Private Client Group
New Hampshire
$29K
TFA
513
Transamerica Financial Advisors
Florida
$25.9K +$17.4K +244 +287%
FC
514
Fairscale Capital
New Hampshire
$25.3K
WETS
515
Wealth Enhancement Trust Services
South Dakota
$24.4K +$22.2K +310 New
TCM
516
Triumph Capital Management
Colorado
$22.7K +$20.6K +288 New
PWA
517
Physician Wealth Advisors
Utah
$22.3K
RF
518
Robinswood Financial
Washington
$20.9K
CFM
519
Cornerstone Financial Management
Massachusetts
$20.8K +$18.9K +264 New
SEP
520
Signature Equity Partners
Ohio
$20.5K +$18.7K +261 New
CI
521
CX Institutional
Indiana
$20K +$3.22K +45 +22%
Walleye Capital
522
Walleye Capital
New York
$19.6K +$17.8K +249 New
MNA
523
Manning & Napier Advisors
New York
$19.3K +$17.4K +243 New
ZBNA
524
Zions Bancorporation, National Association
Utah
$18.6K +$858 +12 +5%
AP
525
Atwood & Palmer
Missouri
$18.3K