Orion Capital Management’s HSBC HSBC Stock Holding History

Orion Capital Management’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
2025 Q4	–	Sell	-8	Closed	-$568	–	530
2025 Q3	$568	Buy	+8	New	+$520	﹤0.01%	530

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Orion Capital Management's HSBC Position: Q4 2025 in Review

Orion Capital Management sold out of HSBC (HSBC) in Q4 2025, closing a stake of 8 shares — an estimated $568 sold.

Orion Capital Management first reported a position in HSBC in Q3 2025 and held it in 1 quarter. The position peaked at $568 in Q3 2025. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Orion Capital Management reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Orion Capital Management sold 8 HSBC shares in Q4 2025, an estimated $568.
Orion Capital Management first reported a position in HSBC in Q3 2025 and held it in 1 quarter.
Orion Capital Management's HSBC position peaked at $568 in Q3 2025.
616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Orion Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.