362 hedge funds and large institutions have $2.35B invested in HSBC in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
142
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
226
Fox Run Management
Connecticut
$233K +$233K +5,881 New
GWM
227
Geneos Wealth Management
Colorado
$233K +$11.9K +300 +5%
LC
228
Lindbrook Capital
California
$229K -$4.64K -117 -2%
WA
229
WealthTrust Axiom
Pennsylvania
$226K +$226K +5,705 New
LCGC
230
Legacy Capital Group California
California
$225K +$225K +5,673 New
B
231
Bailard
California
$224K -$87.9K -2,219 -28%
KAS
232
Kestra Advisory Services
Texas
$224K +$224K +5,646 New
CWM
233
Cornerstone Wealth Management
Missouri
$223K +$223K +5,628 New
RG
234
Rathbones Group
United Kingdom
$222K +$222K +5,600 New
WPC
235
Waters Parkerson & Co
Louisiana
$218K +$218K +5,500 New
KeyBank National Association
236
KeyBank National Association
Ohio
$216K +$216K +5,448 New
SCA
237
Snowden Capital Advisors
New York
$216K +$216K +5,446 New
S
238
SimplyRich
California
$209K +$209K +5,295 New
SC
239
Scotia Capital
Ontario, Canada
$205K +$205K +5,183 New
SC
240
Savant Capital
Illinois
$205K +$205K +5,165 New
AAM
241
Augustine Asset Management
Florida
$202K +$202K +5,110 New
TYCC
242
Texas Yale Capital Corp
Florida
$200K +$200K +5,050 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$153K +$21.3K +538 +16%
SPIA
244
Steward Partners Investment Advisory
New York
$152K
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$145K +$4.79K +121 +3%
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K -$436 -11 -0.3%
ELC
247
Edgar Lomax Company
Virginia
$122K
MHR
248
Matthew Hamilton Rosenberg
$120K
UB
249
UMB Bank
Missouri
$111K +$991 +25 +0.9%
GRP
250
Global Retirement Partners
California
$110K +$10.5K +265 +11%