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HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$634K +$38.1K +663 +6%
AP
227
Advisors Preferred
Maryland
$632K +$632K +11,040 New
WA
228
Wealthstar Advisors
Texas
$626K -$145K -2,533 -19%
TW
229
Traveka Wealth
California
$621K +$56.2K +978 +10%
CSA
230
Cornerstone Select Advisors
Missouri
$616K +$616K +10,725 New
CHP
231
Cable Hill Partners
Oregon
$615K -$26.8K -478 -4%
CCC
232
Chelsea Counsel Company
California
$598K +$598K +10,100 New
FOA
233
Five Oceans Advisors
California
$595K – – –
EAM
234
Everstar Asset Management
North Carolina
$593K +$198K +3,451 +50%
GI
235
Gradient Investments
Minnesota
$593K +$7.87K +137 +1%
CL
236
CSS LLC
Illinois
$581K -$342K -5,960 -37%
Two Sigma Investments
237
Two Sigma Investments
New York
$580K – – –
MFG
238
Merit Financial Group
Georgia
$578K +$237K +4,133 +70%
CI
239
Corient IA
Florida
$574K +$574K +10,000 New
SCP
240
Sivia Capital Partners
California
$574K +$135K +2,349 +31%
VFA
241
Valeo Financial Advisors
Indiana
$564K +$63.5K +1,105 +13%
SIA
242
SeaBridge Investment Advisors
New Jersey
$562K -$50.8K -885 -8%
GI
243
GAMMA Investing
California
$559K +$111K +1,929 +25%
OL
244
Optas LLC
Texas
$555K +$3.1K +54 +0.6%
IRC
245
Investors Research Corp
Georgia
$555K -$17.2K -300 -3%
SPIA
246
Steward Partners Investment Advisory
New York
$552K +$234K +4,075 +74%
Deutsche Bank
247
Deutsche Bank
Germany
$541K +$82.8K +1,441 +18%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$526K -$292K -5,086 -36%
HWM
249
HighMark Wealth Management
Minnesota
$517K – – –
MWM
250
Mission Wealth Management
California
$509K -$17.1K -298 -3%
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