HSBC Holdings
ADV icon

HSBC Holdings’s Advantage Solutions ADV Stock Holding History

HSBC Holdings’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,405
Closed -$166K – 3009
2025
Q1 		$166K Buy
4,405
+584
+15% +$34K ﹤0.01% 2672
2024
Q4 		$279K Buy
3,821
+11
+0.3% +$898 ﹤0.01% 2532
2024
Q3 		$325K Sell
3,810
-181
-5% -$16.7K ﹤0.01% 2283
2024
Q2 		$321K Buy
+3,991
New +$371K ﹤0.01% 2233
2023
Q2 		– Sell
-4,465
Closed -$176K – 2548
2023
Q1 		$176K Sell
4,465
-1,617
-27% -$91.3K ﹤0.01% 2416
2022
Q4 		$315K Buy
6,082
+2,006
+49% +$126K ﹤0.01% 2518
2022
Q3 		$219K Buy
4,076
+246
+6% +$22.7K ﹤0.01% 2586
2022
Q2 		$363K Buy
3,830
+2,835
+285% +$342K ﹤0.01% 2527
2022
Q1 		$159K Buy
995
+2
+0.2% +$346 ﹤0.01% 3038
2021
Q4 		$198K Buy
993
+376
+61% +$77.3K ﹤0.01% 3041
2021
Q3 		$131K Buy
+617
New +$145K ﹤0.01% 2854

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's ADV Position: Q2 2025 in Review

HSBC Holdings sold out of Advantage Solutions (ADV) in Q2 2025, closing a stake of 4,405 shares — an estimated $166K sold.

HSBC Holdings first reported a position in ADV in Q3 2021 and held it in 11 quarters. The position peaked at $363K in Q2 2022. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • HSBC Holdings reported no remaining Advantage Solutions position as of Q2 2025 after selling out during the quarter.
  • HSBC Holdings sold 4,405 Advantage Solutions shares in Q2 2025, an estimated $166K.
  • HSBC Holdings first reported a position in Advantage Solutions in Q3 2021 and held it in 11 quarters.
  • HSBC Holdings's Advantage Solutions position peaked at $363K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on HSBC Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.