504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
51
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WCA
251
Westover Capital Advisors
Delaware
$523K +$27.2K +447 +5%
WC
252
Westerkirk Capital
$519K +$519K +8,544 New
AFO
253
Allie Family Office
Florida
$517K
BPA
254
Beacon Pointe Advisors
California
$516K +$183K +3,007 +55%
CC
255
Courier Capital
New York
$516K
HWM
256
HB Wealth Management
Georgia
$500K +$131K +2,154 +35%
GRP
257
Global Retirement Partners
California
$497K +$497K +8,179 New
EWA
258
EverSource Wealth Advisors
Alabama
$496K +$263K +4,332 +113%
WPC
259
Wedmont Private Capital
Pennsylvania
$495K +$5.96K +96 +1%
SQA
260
Simon Quick Advisors
New Jersey
$493K +$166K +2,730 +51%
ACA
261
Atlas Capital Advisors
Wyoming
$491K -$240K -3,949 -33%
CFG
262
Cooper Financial Group
California
$491K -$297K -4,878 -38%
ATIA
263
American Trust Investment Advisors
New Hampshire
$489K
GCM
264
Gallacher Capital Management
Colorado
$487K -$17.3K -285 -3%
SGA
265
Strategic Global Advisors
California
$469K +$56.1K +923 +14%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$468K -$88.8K -1,461 -16%
Jones Financial Companies
267
Jones Financial Companies
Missouri
$466K +$157K +2,576 +51%
CA
268
Crumly & Associates
Illinois
$465K -$18.6K -306 -4%
DWM
269
Drive Wealth Management
Utah
$465K +$26.6K +438 +6%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$457K -$6.51K -107 -1%
KP
271
Keel Point
Alabama
$456K +$64.8K +1,066 +17%
AWM
272
AE Wealth Management
Kansas
$448K +$37.4K +616 +9%
Brown Advisory
273
Brown Advisory
Maryland
$440K -$688K -11,316 -61%
GQG Partners
274
GQG Partners
Florida
$439K -$10.6M -174,493 -96%
MC
275
Moors & Cabot
Massachusetts
$435K +$11.5K +189 +3%