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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
Brown Advisory
626
Brown Advisory
Maryland
-$281K -3,955 Closed
Allianz Asset Management
627
Allianz Asset Management
Germany
-$277K -3,900 Closed
Verition Fund Management
628
Verition Fund Management
Connecticut
-$233K -3,278 Closed
AAS
629
Ameritas Advisory Services
Nebraska
-$44.5K -626 Closed
JWM
630
JPL Wealth Management
Colorado
-$41.2K -580 Closed
TIM
631
Tortoise Investment Management
New York
-$29.7K -418 Closed
MG
632
Mather Group
Illinois
-$24.9K -351 Closed
AT
633
Arlington Trust
Alabama
-$23.8K -335 Closed
BTD
634
BankPlus Trust Department
Mississippi
-$13.6K -192 Closed
LCM
635
Logan Capital Management
Pennsylvania
-$11K -155 Closed
FPB
636
First PREMIER Bank
South Dakota
-$9K -131 Closed
CBT
637
CoreFirst Bank & Trust
Kansas
-$7.1K -100 Closed
MSG
638
Main Street Group
Virginia
-$7.1K -100 Closed
WWM
639
Wolff Wiese Magana
California
-$4.83K -68 Closed
MA
640
Montag & Associates
Georgia
-$4.76K -67 Closed
KFP
641
Kerr Financial Planning
California
-$3.61K -50 Closed
WCM
642
Westend Capital Management
California
-$3.55K -50 Closed
CA
643
Centerpoint Advisors
Massachusetts
-$3K -40 Closed
PP
644
Pacifica Partners
Canada
-$2.14K -30 Closed
MSWA
645
Marshall & Sterling Wealth Advisors
New York
-$1.42K -20 Closed
PAM
646
Palisade Asset Management
Minnesota
-$852 -12 Closed
OCM
647
Orion Capital Management
California
-$568 -8 Closed
GWSG
648
GPS Wealth Strategies Group
Colorado
-$497 -7 Closed
BMC
649
Bear Mountain Capital
Washington
-$396 -6 Closed
RA
650
Rise Advisors
New York
-$162 -2 Closed