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Bridgewater Advisors’s HSBC HSBC Stock Holding History

Bridgewater Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$865K Sell
8,024
-19
-0.2% -$1.73K 0.05% 182
2026
Q1 		$729K Sell
8,043
-195
-2% -$16.5K 0.04% 183
2025
Q4 		$685K Buy
8,238
+52
+0.6% +$3.72K 0.04% 201
2025
Q3 		$589K Buy
8,186
+153
+2% +$9.95K 0.04% 216
2025
Q2 		$523K Buy
8,033
+330
+4% +$18.8K 0.04% 239
2025
Q1 		$443K Buy
+7,703
New +$421K 0.04% 250

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bridgewater Advisors's HSBC Position: Q2 2026 in Review

Bridgewater Advisors reduced its HSBC (HSBC) stake by 0.24% in Q2 2026, selling an estimated $1.73K and leaving 8,024 shares worth $865K. The position accounts for 0.05% of the portfolio, ranked #182.

Bridgewater Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bridgewater Advisors held 8,024 shares of HSBC worth $865K as of Q2 2026.
  • Bridgewater Advisors sold 19 HSBC shares in Q2 2026, an estimated $1.73K.
  • HSBC made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #182 holding.
  • Bridgewater Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.