We are live on ! Find out more

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
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.4B +$28.8M +402,288 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$815M -$15.3M -213,297 -2%
Morgan Stanley
3
Morgan Stanley
New York
$589M +$71M +993,473 +15%
Goldman Sachs
4
Goldman Sachs
New York
$465M -$22.4M -313,796 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$247M -$32.1M -448,627 -12%
Northern Trust
6
Northern Trust
Illinois
$237M -$2.63M -36,810 -1%
Sanders Capital
7
Sanders Capital
Florida
$227M -$5.9M -82,540 -3%
BlackRock
8
BlackRock
New York
$208M -$17.5M -245,273 -8%
Bank of America
9
Bank of America
North Carolina
$178M +$13.9M +193,890 +9%
ClearBridge Investments
10
ClearBridge Investments
New York
$114M +$44.9M +627,857 +77%
American Century Companies
11
American Century Companies
Missouri
$113M +$9.18M +128,424 +10%
CCM
12
Contrarian Capital Management
Connecticut
$99.6M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$87.5M -$4.3M -60,165 -5%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.3M +$43.8M +613,066 +597%
CPC
15
Cookson Peirce & Co
Pennsylvania
$48.3M -$716K -10,013 -2%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$46.5M +$3.75M +52,425 +10%
Raymond James Financial
17
Raymond James Financial
Florida
$43.7M +$7.2M +100,625 +22%
Millennium Management
18
Millennium Management
New York
$41.6M +$24.6M +343,753 +185%
First Trust Advisors
19
First Trust Advisors
Illinois
$38.8M -$5.58M -78,097 -14%
Charles Schwab
20
Charles Schwab
California
$38.2M +$4.67M +65,241 +16%
Wells Fargo
21
Wells Fargo
California
$37M +$5.68M +79,382 +20%
CGH
22
Crossmark Global Holdings
Texas
$36.7M -$954K -13,337 -3%
QCM
23
Quantinno Capital Management
New York
$34.2M +$5.2M +72,706 +20%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$32M -$1.76M -24,589 -6%
LPL Financial
25
LPL Financial
California
$30.2M +$3.15M +43,986 +13%