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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
WWA
101
WCG Wealth Advisors
Nevada
$4.22M +$2.09M +29,229 +119%
CCA
102
Catalyst Capital Advisors
New York
$4.18M -$173K -2,425 -4%
JWM
103
Jackson Wealth Management
Florida
$4.16M +$193K +2,702 +5%
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$4.15M +$1.78M +24,836 +89%
Jane Street
105
Jane Street
New York
$4.15M +$2.48M +34,747 +193%
PFS
106
Prospera Financial Services
Texas
$4.03M +$1.07M +14,933 +41%
RhumbLine Advisers
107
RhumbLine Advisers
Massachusetts
$4.02M +$1.22M +17,090 +50%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$3.98M +$345K +4,830 +11%
Osaic Holdings
109
Osaic Holdings
Arizona
$3.93M -$352K -4,921 -9%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$3.91M +$3.56M +49,764 New
IC
111
IEQ Capital
California
$3.91M +$264K +3,698 +8%
SSA
112
Schonfeld Strategic Advisors
New York
$3.89M +$1.62M +22,680 +85%
FTUS
113
Flow Traders U.S.
New York
$3.83M +$3.49M +48,752 New
JG
114
Jain Global
New York
$3.76M +$2.04M +28,475 +147%
AssetMark Inc
115
AssetMark Inc
California
$3.73M +$1.45M +20,281 +75%
OMC
116
Old Mission Capital
Illinois
$3.72M +$3.38M +47,325 New
HFS
117
Hantz Financial Services
Michigan
$3.7M +$729K +10,192 +28%
FFM
118
Forum Financial Management
Illinois
$3.48M
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$3.26M -$62.9K -880 -2%
FC
120
Farringdon Capital
United Kingdom
$3.25M +$1.13M +15,781 +62%
DC
121
Davenport & Co
Virginia
$3.18M +$147K +2,057 +5%
PCIA
122
Prime Capital Investment Advisors
Kansas
$3.14M +$101K +1,412 +4%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$3.1M +$604K +8,444 +29%
SCP
124
Stamos Capital Partners
California
$2.94M -$519K -7,257 -16%
YCM
125
Yousif Capital Management
Michigan
$2.92M -$168K -2,345 -6%