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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
GT
201
Greenleaf Trust
Michigan
$1.41M
FIA
202
Foundations Investment Advisors
Arizona
$1.36M +$717K +10,033 +139%
PA
203
Profund Advisors
Maryland
$1.33M +$37.3K +521 +3%
KeyBank National Association
204
KeyBank National Association
Ohio
$1.31M +$521K +7,282 +78%
IWC
205
Integrated Wealth Concepts
Massachusetts
$1.31M -$87.5K -1,224 -7%
PP
206
PDS Planning
Ohio
$1.31M +$28.3K +396 +2%
FRA
207
Frank Rimerman Advisors
California
$1.29M +$17.5K +245 +2%
GC
208
Guggenheim Capital
Illinois
$1.28M +$52.8K +738 +5%
MFG
209
Merit Financial Group
Georgia
$1.24M +$78.2K +1,093 +7%
SCP
210
Sivia Capital Partners
California
$1.24M +$272K +3,809 +32%
AIA
211
AssuredPartners Investment Advisors
Florida
$1.22M -$19.4K -271 -2%
MMA
212
Miracle Mile Advisors
California
$1.21M -$43.6K -609 -4%
AWP
213
Abacus Wealth Partners
California
$1.2M +$1.09M +15,214 New
VCM
214
Versant Capital Management
Arizona
$1.19M +$98.8K +1,382 +10%
ET
215
Entropy Technologies
New York
$1.17M +$1.07M +14,925 New
SIA
216
Soltis Investment Advisors
Utah
$1.17M -$59.2K -828 -5%
State Street
217
State Street
Massachusetts
$1.16M
HJIM
218
Henry James International Management
New York
$1.16M +$231K +3,231 +28%
HAG
219
HighPoint Advisor Group
Illinois
$1.15M +$23.5K +329 +2%
GI
220
GAMMA Investing
California
$1.1M +$96.4K +1,348 +11%
VF
221
Virtu Financial
New York
$1.09M -$658K -9,204 -40%
PA
222
Parallel Advisors
California
$1.08M +$12.8K +179 +1%
GM
223
GeoWealth Management
Illinois
$1.07M +$324K +4,524 +50%
CI
224
Cherokee Insurance
Michigan
$1.07M
EAM
225
Everstar Asset Management
North Carolina
$1.06M +$6.87K +96 +0.7%