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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
CCM
151
Coldstream Capital Management
Washington
$2.21M -$513K -7,174 -20%
GT
152
Glenmede Trust
Pennsylvania
$2.19M +$1.99M +27,777 New
GI
153
Gradient Investments
Minnesota
$2.17M +$590K +8,245 +43%
PHS
154
Pekin Hardy Strauss
Illinois
$2.17M -$60.4K -845 -3%
QCG
155
Quadrant Capital Group
Ohio
$2.16M -$25.6K -358 -1%
EGM
156
Engineers Gate Manager
New York
$2.11M +$956K +13,369 +99%
CCA
157
Checchi Capital Advisers
California
$2.09M +$10.3K +144 +0.5%
CL
158
Choreo LLC
Illinois
$2.09M +$215K +3,012 +13%
SAM
159
Smartleaf Asset Management
Massachusetts
$2.07M +$384K +5,370 +26%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$2.07M +$645K +9,015 +52%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$2.02M +$11.7K +164 +0.6%
BP
162
Ballentine Partners
Massachusetts
$1.98M +$84.9K +1,187 +5%
SC
163
Savant Capital
Illinois
$1.96M +$102K +1,423 +6%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.93M +$20.5K +287 +1%
OC
165
Oppenheimer & Co
New York
$1.92M -$1.54M -21,515 -47%
DWT
166
Dorsey & Whitney Trust
South Dakota
$1.91M +$148K +2,072 +9%
GRP
167
Global Retirement Partners
California
$1.87M +$1.01M +14,161 +147%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1.85M -$150K -2,094 -8%
ECM
169
Evergreen Capital Management
Washington
$1.84M +$13.7K +191 +0.8%
DWM
170
Dynasty Wealth Management
Florida
$1.83M +$87.9K +1,229 +6%
SA
171
Sanctuary Advisors
Indiana
$1.83M +$130K +1,814 +8%
SWP
172
Sagespring Wealth Partners
Tennessee
$1.82M +$83.7K +1,170 +5%
WFI
173
West Family Investments
California
$1.81M
SAI
174
Systematic Alpha Investments
New Jersey
$1.81M
FCMA
175
Foresight Capital Management Advisors
Michigan
$1.8M -$98.2K -1,373 -6%