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554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oppenheimer Asset Management
New York
$847K +$776K +11,933 New
LCGC
227
Legacy Capital Group California
California
$846K +$44.1K +679 +6%
CSA
228
Cornerstone Select Advisors
Missouri
$844K +$74.8K +1,150 +11%
CWM
229
Cordatus Wealth Management
Pennsylvania
$842K +$1.63K +25 +0.2%
AHL
230
Abel Hall LLC
Louisiana
$842K -$2.15K -33 -0.3%
LWAM
231
Legacy Wealth Asset Management
Minnesota
$839K -$11.1K -171 -1%
FFA
232
Farther Finance Advisors
California
$835K +$478K +7,347 +166%
SPIA
233
Steward Partners Investment Advisory
New York
$827K +$90.1K +1,386 +14%
AC
234
AlphaCore Capital
California
$818K +$570K +8,770 +318%
HJIM
235
Henry James International Management
New York
$815K -$176K -2,706 -19%
MHC
236
May Hill Capital
Massachusetts
$808K +$21.9K +337 +3%
HWM
237
HB Wealth Management
Georgia
$794K +$193K +2,963 +36%
VFA
238
Valeo Financial Advisors
Indiana
$783K +$44.7K +687 +7%
CGL
239
Clarius Group LLC
Washington
$767K -$210K -3,232 -23%
LTAS
240
Linden Thomas Advisory Services
North Carolina
$762K +$52.5K +808 +8%
William Blair & Company
241
William Blair & Company
Illinois
$740K -$28.2K -433 -4%
FOA
242
Five Oceans Advisors
California
$735K
PWPS
243
Pinnacle Wealth Planning Services
Ohio
$718K -$69.5K -1,069 -10%
TW
244
Traveka Wealth
California
$717K
CCC
245
Chelsea Counsel Company
California
$717K
TR
246
Tepp RIA
New Jersey
$715K
GCM
247
Gallacher Capital Management
Colorado
$713K +$132K +2,036 +25%
CI
248
Corient IA
Florida
$710K
WA
249
Wealthstar Advisors
Texas
$696K -$91.5K -1,407 -13%
GRP
250
Global Retirement Partners
California
$685K +$95.8K +1,474 +18%

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.