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HSBC
HSBC

Overview Fund Activity

421 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 162 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+6
Holders Change %
+1.45%
% of All Funds
6.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
162
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.9M
2
MIF
Mediolanum International Funds
Ireland
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$24.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$21.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$8.54M

Top Sellers

1
Citigroup
Citigroup
New York
-$65.4M
2
Nomura Holdings
Nomura Holdings
Japan
-$47.3M
3
Goldman Sachs
Goldman Sachs
New York
-$43.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.7M
5
GAM
Groupama Asset Management
France
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$394K – – –
LTAS
227
Linden Thomas Advisory Services
North Carolina
$387K +$78.1K +1,728 +25%
IC
228
Iconiq Capital
California
$387K +$387K +8,562 New
AFO
229
Allie Family Office
Florida
$384K – – –
PCIA
230
Prime Capital Investment Advisors
Kansas
$374K +$15.4K +341 +4%
ATIA
231
American Trust Investment Advisors
New Hampshire
$368K +$11.7K +260 +3%
MFIM
232
Mesirow Financial Investment Management
Illinois
$367K +$994 +22 +0.3%
MWM
233
Mission Wealth Management
California
$366K +$6.64K +147 +2%
Deutsche Bank
234
Deutsche Bank
Germany
$360K – – –
WCA
235
Westover Capital Advisors
Delaware
$359K +$79.1K +1,750 +28%
SCP
236
Sivia Capital Partners
California
$357K -$43.3K -958 -11%
WPC
237
Wedmont Private Capital
Pennsylvania
$350K +$32.9K +720 +10%
LC
238
Lindbrook Capital
California
$347K -$67.9K -1,502 -16%
CC
239
Callan Capital
California
$346K +$91.5K +2,025 +36%
KP
240
Keel Point
Alabama
$342K -$3.71K -82 -1%
Lido Advisors
241
Lido Advisors
California
$329K +$6.24K +138 +2%
AWS
242
Atria Wealth Solutions
New York
$328K +$328K +7,220 New
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$325K -$2.75K -61 -0.8%
NWAG
244
Net Worth Advisory Group
Utah
$323K +$323K +7,148 New
CH
245
Cromwell Holdings
Wyoming
$315K – – –
AWM
246
AE Wealth Management
Kansas
$313K -$28.2K -623 -8%
MC
247
Moors & Cabot
Massachusetts
$309K +$15K +331 +5%
DWM
248
Drive Wealth Management
Utah
$306K +$18.4K +407 +6%
BFG
249
Bleakley Financial Group
New Jersey
$305K +$28.1K +622 +10%
KeyBank National Association
250
KeyBank National Association
Ohio
$301K +$45.9K +1,016 +18%
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