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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
FCG
551
Financial Connections Group
California
$11K
CFO
552
CVA Family Office
Colorado
$10.7K
IBOK
553
Independence Bank of Kentucky
Kentucky
$10.7K +$9.73K +136 New
IAS
554
IMA Advisory Services
Colorado
$9.68K +$8.8K +123 New
GSWM
555
Golden State Wealth Management
California
$9.58K
EW
556
Elyxium Wealth
California
$9.52K +$8.65K +121 New
NSIM
557
North Star Investment Management
Illinois
$9.52K +$7.29K +102 +537%
RIAS
558
Rachor Investment Advisory Services
Michigan
$9.44K +$8.58K +120 New
LWMI
559
Legacy Wealth Management (Idaho)
Idaho
$8.73K
BSB
560
Bangor Savings Bank
Maine
$8.18K +$7.44K +104 New
CAM
561
Chesapeake Asset Management
New York
$7.87K
HI
562
Hoey Investments
Pennsylvania
$7.87K
OP
563
ORG Partners
Indiana
$7.71K
WA
564
WPG Advisers
Maryland
$7.32K
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$6.6K
KA
566
Kozak & Associates
Colorado
$6.33K
AIC
567
Archer Investment Corporation
Indiana
$6.31K
TBFA
568
Three Bearings Fiduciary Advisors
New Hampshire
$6.16K +$5.01K +70 New
AWM
569
Abound Wealth Management
Tennessee
$5.51K +$3.15K +44 +169%
CSC
570
Caldwell Sutter Capital
California
$5.43K
AWA
571
Acumen Wealth Advisors
Tennessee
$5.11K +$4.65K +65 New
KG
572
Kilter Group
New York
$4.33K +$2.5K +35 +175%
GFA
573
Godfrey Financial Associates
New York
$4.33K +$3.93K +55 New
RS
574
Rakuten Securities
Japan
$4.25K -$4.29K -60 -53%
HCM
575
Hollencrest Capital Management
California
$4.25K