We are live on ! Find out more

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
PMFA
526
Plante Moran Financial Advisors
Michigan
$17.2K
TCOT
527
Trust Company of Toledo
Ohio
$16.8K
CFD
528
Creative Financial Designs
Indiana
$16.8K
CAM
529
Costello Asset Management
Pennsylvania
$15.7K
MCI
530
MRP Capital Investments
Georgia
$15.7K
SSG
531
Summit Securities Group
New York
$15.7K
OCM
532
Osterweis Capital Management
California
$15K
VNA
533
Valley National Advisers
Pennsylvania
$15K
VWA
534
Valued Wealth Advisors
Utah
$14.9K
PWA
535
Principia Wealth Advisory
Texas
$14.2K
AUB
536
Atlantic Union Bankshares
Virginia
$14.2K
BFS
537
Bare Financial Services
Pennsylvania
$13.8K -$4.5K -63 -26%
FC
538
Financial Consulate
Maryland
$13.7K +$1.65K +23 +15%
Federated Hermes
539
Federated Hermes
Pennsylvania
$13.5K -$1.36K -19 -10%
FFO
540
Fortitude Family Office
Arizona
$13.3K
RF
541
Roxbury Financial
New Jersey
$13.2K
CFFP
542
Center for Financial Planning
Michigan
$12.8K
DFC
543
DB Fitzpatrick & Co
Idaho
$12.6K -$2.5K -35 -18%
VWM
544
Vermillion Wealth Management
Minnesota
$12.6K
SWP
545
Strategic Wealth Partners
Ohio
$12.6K +$11.4K +160 New
HWA
546
HHM Wealth Advisors
Tennessee
$12.4K
PCM
547
Penserra Capital Management
California
$12K +$11.6K +162 New
DSC
548
Duncker Streett & Co
Missouri
$11.6K
YP
549
YANKCOM Partnership
South Dakota
$11.6K +$10.6K +148 New
AA
550
Ancora Advisors
Ohio
$11.4K +$10.4K +145 New