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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
AI
176
Atria Investments
North Carolina
$1.8M +$408K +5,702 +33%
Pzena Investment Management
177
Pzena Investment Management
New York
$1.8M +$254K +3,558 +18%
MPPW
178
Mitchell & Pahl Private Wealth
Oklahoma
$1.8M -$31.7K -443 -2%
UCFA
179
United Capital Financial Advisors
Texas
$1.8M -$46.5K -650 -3%
Citigroup
180
Citigroup
New York
$1.79M -$295K -4,124 -15%
GF
181
Gabelli Funds
New York
$1.79M
AHL
182
Abel Hall LLC
Louisiana
$1.76M +$749K +10,470 +88%
TBC
183
Ted Buchan & Co
California
$1.75M +$5.58K +78 +0.4%
MCM
184
MAI Capital Management
Ohio
$1.72M -$11.8K -165 -0.7%
KCM
185
Kathmere Capital Management
Pennsylvania
$1.71M +$58.4K +817 +4%
OCM
186
Orleans Capital Management
Louisiana
$1.7M -$268K -3,750 -15%
OAM
187
Oppenheimer Asset Management
New York
$1.67M +$662K +9,254 +78%
EPW
188
Evolve Private Wealth
California
$1.67M +$1.52M +21,186 New
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$1.67M -$300K -4,189 -17%
MCM
190
Mork Capital Management
California
$1.6M
RC
191
RBF Capital
California
$1.57M
AWM
192
Aprio Wealth Management
Georgia
$1.56M +$85.7K +1,199 +6%
FFA
193
Farther Finance Advisors
California
$1.55M +$564K +7,892 +67%
DADC
194
D.A. Davidson & Co
Montana
$1.53M +$6.08K +85 +0.4%
FFS
195
Founders Financial Securities
Maryland
$1.49M +$70.9K +992 +6%
HI
196
Horizon Investments
North Carolina
$1.49M +$72.9K +1,019 +6%
MGWM
197
Marks Group Wealth Management
Minnesota
$1.47M +$715K +10,001 +114%
EI
198
Ellevest Inc
New York
$1.43M +$9.37K +131 +0.7%
PE
199
PCM Encore
Colorado
$1.42M +$1.29M +18,069 New
SS
200
SBI Securities
Japan
$1.41M -$81.7K -1,143 -6%