460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
176
TD Waterhouse Canada
Ontario, Canada
$739K -$49 -1 -0%
State Street
177
State Street
Massachusetts
$730K
SIA
178
Soltis Investment Advisors
Utah
$727K +$25.6K +518 +4%
IWC
179
Integrated Wealth Concepts
Massachusetts
$721K +$19.2K +388 +3%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$704K -$92.3K -1,866 -12%
PP
181
PDS Planning
Ohio
$703K -$12.9K -261 -2%
HJIM
182
Henry James International Management
New York
$702K +$791 +16 +0.1%
ET
183
Entropy Technologies
New York
$701K +$701K +14,163 New
SIA
184
Schechter Investment Advisors
Michigan
$699K -$47.1K -952 -6%
AAS
185
Avantax Advisory Services
Texas
$691K +$74.7K +1,511 +12%
BWM
186
BKM Wealth Management
Wisconsin
$675K -$11.7K -236 -2%
FC
187
FORA Capital
Florida
$671K +$197K +3,976 +41%
CI
188
Cherokee Insurance
Michigan
$670K +$670K +13,545 New
PFS
189
Prospera Financial Services
Texas
$668K -$13.7K -277 -2%
WA
190
Wealthstar Advisors
Texas
$664K +$664K +13,430 New
DS
191
DRW Securities
Illinois
$662K +$662K +13,391 New
KCM
192
Kathmere Capital Management
Pennsylvania
$662K +$207K +4,190 +46%
PA
193
Parallel Advisors
California
$648K +$70.8K +1,431 +12%
LWAM
194
Legacy Wealth Asset Management
Minnesota
$643K -$5.49K -111 -0.8%
SWP
195
Sagespring Wealth Partners
Tennessee
$641K +$641K +12,951 New
PA
196
Profund Advisors
Maryland
$633K -$36.3K -733 -5%
CFG
197
Cooper Financial Group
California
$625K +$37.5K +759 +6%
VF
198
Virtu Financial
New York
$621K +$28.7K +581 +5%
SRC
199
Sage Rhino Capital
California
$621K -$11.2K -226 -2%
WS
200
Wedbush Securities
California
$617K -$42.9K -868 -7%