HSBC Holdings
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HSBC Holdings’s Moelis & Co MC Stock Holding History

HSBC Holdings’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77M Buy
48,906
+29,180
+148% +$1.9M ﹤0.01% 1393
2025
Q4 		$1.36M Buy
19,726
+16,651
+541% +$1.11M ﹤0.01% 1760
2025
Q3 		$219K Sell
3,075
-7,003
-69% -$500K ﹤0.01% 2454
2025
Q2 		$631K Sell
10,078
-26,855
-73% -$1.51M ﹤0.01% 2030
2025
Q1 		$2.13M Sell
36,933
-97,951
-73% -$6.91M ﹤0.01% 1425
2024
Q4 		$10.1M Sell
134,884
-15,699
-10% -$1.14M 0.01% 931
2024
Q3 		$10.3M Sell
150,583
-96,072
-39% -$6.2M 0.01% 913
2024
Q2 		$14.1M Buy
246,655
+71,372
+41% +$3.86M 0.01% 770
2024
Q1 		$9.95M Buy
175,283
+70,787
+68% +$3.87M 0.01% 882
2023
Q4 		$5.91M Buy
104,496
+413
+0.4% +$19.4K 0.01% 1091
2023
Q3 		$4.71M Buy
+104,083
New +$4.9M ﹤0.01% 1109
2022
Q4 		– Sell
-11,907
Closed -$408K – 3122
2022
Q3 		$408K Buy
11,907
+1,876
+19% +$78.5K ﹤0.01% 2265
2022
Q2 		$399K Sell
10,031
-7,858
-44% -$343K ﹤0.01% 2466
2022
Q1 		$846K Buy
17,889
+8,271
+86% +$430K ﹤0.01% 2064
2021
Q4 		$604K Sell
9,618
-722
-7% -$48.4K ﹤0.01% 2340
2021
Q3 		$642K Buy
10,340
+5,521
+115% +$331K ﹤0.01% 2108
2021
Q2 		$274K Sell
4,819
-14,713
-75% -$799K ﹤0.01% 2578
2021
Q1 		$1.07M Sell
19,532
-813
-4% -$43.6K ﹤0.01% 1558
2020
Q4 		$948K Buy
20,345
+10,846
+114% +$436K ﹤0.01% 1739
2020
Q3 		$335K Buy
+9,499
New +$300K ﹤0.01% 2186
2020
Q1 		– Sell
-57,691
Closed -$1.85M – 2894
2019
Q4 		$1.85M Sell
57,691
-16,770
-23% -$549K ﹤0.01% 1532
2019
Q3 		$2.45M Buy
74,461
+57,205
+332% +$1.94M ﹤0.01% 1500
2019
Q2 		$603K Sell
17,256
-53,906
-76% -$1.95M ﹤0.01% 1980
2019
Q1 		$2.96M Buy
71,162
+21,110
+42% +$902K 0.01% 1331
2018
Q4 		$1.72M Sell
50,052
-45,938
-48% -$1.95M ﹤0.01% 1555
2018
Q3 		$5.26M Buy
95,990
+81,297
+553% +$4.77M 0.01% 1106
2018
Q2 		$861K Buy
+14,693
New +$844K ﹤0.01% 1845

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSBC Holdings's MC Position: Q1 2026 in Review

HSBC Holdings increased its Moelis & Co (MC) stake by 148% in Q1 2026, buying an estimated $1.9M and bringing the position to 48,906 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

HSBC Holdings first reported a position in MC in Q2 2018 and has held it in 27 quarters since. The position peaked at $14.1M in Q2 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • HSBC Holdings held 48,906 shares of Moelis & Co worth $2.77M as of Q1 2026.
  • HSBC Holdings bought 29,180 Moelis & Co shares in Q1 2026, an estimated $1.9M.
  • Moelis & Co made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1393 holding.
  • HSBC Holdings first reported a position in Moelis & Co in Q2 2018 and has held it in 27 quarters since.
  • HSBC Holdings's Moelis & Co position peaked at $14.1M in Q2 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.