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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
XC
601
XY Capital
Hong Kong
$2.6K +$2.36K +33 New
GEA
602
Glen Eagle Advisors
New Jersey
$2.44K +$2.22K +31 New
FCAS
603
First Command Advisory Services
Texas
$2.04K
NSG
604
Nalls Sherbakoff Group
Tennessee
$1.97K
TCM
605
TD Capital Management
Tennessee
$1.82K +$1.65K +23 New
CJ
606
Caitlin John
Michigan
$1.26K
DWM
607
Dogwood Wealth Management
Kansas
$1.26K +$715 +10 +167%
TC
608
Trust Company
Kansas
$944 +$858 +12 New
TPBG
609
Turning Point Benefit Group
Maryland
$865
CFB
610
Cullen/Frost Bankers
Texas
$865 +$787 +11 New
SHIM
611
Stone House Investment Management
Pennsylvania
$865 +$787 +11 New
TFA
612
Toth Financial Advisory
Virginia
$473 +$429 +6 New
AF
613
Alerus Financial
North Dakota
$79
KFG
614
Kingdom Financial Group
Arizona
$68 +$72 +1 New
GCM
615
Gunderson Capital Management
South Carolina
-$11.5M -161,909 Closed
SP
616
SIH Partners
Delaware
-$4.9M -69,098 Closed
YIH
617
Y-Intercept (HK)
Hong Kong
-$3.51M -49,410 Closed
CM
618
Castleark Management
Illinois
-$2.99M -42,100 Closed
PAS
619
Park Avenue Securities
New York
-$2.83M -39,911 Closed
ACM
620
Ativo Capital Management
Illinois
-$1.88M -26,438 Closed
LFA
621
Legacy Financial Advisors
Kentucky
-$1.33M -18,757 Closed
CC
622
Centiva Capital
New York
-$1.02M -14,412 Closed
P
623
Pitcairn
Pennsylvania
-$893K -12,579 Closed
GQG Partners
624
GQG Partners
Florida
-$513K -7,225 Closed
BJL
625
Brighton Jones LLC
Washington
-$317K -4,462 Closed