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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

Funds ownership: 1.5%0.3% (-1.2%)

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HighMark Wealth Management
Minnesota
$446K
GCM
227
Gallacher Capital Management
Colorado
$443K +$7.75K +167 +2%
SW
228
SVB Wealth
Massachusetts
$441K +$413K +8,913 New
GRP
229
Global Retirement Partners
California
$436K -$8.03K -173 -2%
VFA
230
Valeo Financial Advisors
Indiana
$431K
Invesco
231
Invesco
Georgia
$422K -$342K -7,367 -46%
AFO
232
Allie Family Office
Florida
$421K
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$420K -$694K -14,959 -64%
CC
234
Courier Capital
New York
$420K -$19.1K -412 -5%
PCIA
235
Prime Capital Investment Advisors
Kansas
$409K +$232 +5 +0.1%
LC
236
Lindbrook Capital
California
$403K +$22.5K +485 +6%
ATIA
237
American Trust Investment Advisors
New Hampshire
$403K
MFIM
238
Mesirow Financial Investment Management
Illinois
$402K
CA
239
Crumly & Associates
Illinois
$397K -$58.4K -1,258 -14%
Deutsche Bank
240
Deutsche Bank
Germany
$394K
GC
241
Guggenheim Capital
Illinois
$393K +$109K +2,351 +42%
WCA
242
Westover Capital Advisors
Delaware
$393K
TR
243
Tepp RIA
New Jersey
$392K +$367K +7,918 New
GI
244
GAMMA Investing
California
$386K +$80.5K +1,735 +29%
WPC
245
Wedmont Private Capital
Pennsylvania
$380K +$1.16K +25 +0.3%
SCP
246
Sivia Capital Partners
California
$378K -$11.6K -251 -3%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$377K +$19.3K +417 +6%
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
$374K +$350K +7,553 New
Lido Advisors
249
Lido Advisors
California
$372K +$11.6K +249 +3%
AWS
250
Atria Wealth Solutions
New York
$366K +$7.89K +170 +2%

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.