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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
MWA
251
Medallion Wealth Advisors
Connecticut
$357K +$301K +6,487 New
BFG
252
Bleakley Financial Group
New Jersey
$357K +$22.2K +479 +7%
FRM
253
Fox Run Management
Connecticut
$356K +$334K +7,204 New
DWM
254
Drive Wealth Management
Utah
$348K +$12.3K +265 +4%
SG Americas Securities
255
SG Americas Securities
New York
$346K -$286K -6,156 -47%
CH
256
Cromwell Holdings
Wyoming
$345K
NWAG
257
Net Worth Advisory Group
Utah
$342K -$11K -238 -3%
CCG
258
Catalina Capital Group
California
$342K +$27.8K +600 +10%
MC
259
Moors & Cabot
Massachusetts
$342K +$3.67K +79 +1%
AWM
260
AE Wealth Management
Kansas
$341K -$1.21K -26 -0.4%
EAM
261
Everstar Asset Management
North Carolina
$340K -$174K -3,745 -35%
NI
262
Natural Investments
California
$334K +$314K +6,760 New
KeyBank National Association
263
KeyBank National Association
Ohio
$333K +$3.62K +78 +1%
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$331K -$1.61M -34,600 -84%
HCP
265
Hexagon Capital Partners
Arkansas
$330K +$3.29K +71 +1%
SPW
266
Sonoma Private Wealth
California
$328K +$11.6K +250 +4%
KP
267
Keel Point
Alabama
$328K -$43.8K -945 -12%
MWM
268
Manske Wealth Management
Texas
$315K +$296K +6,378 New
WRPWM
269
Werba Rubin Papier Wealth Management
California
$313K +$32.1K +693 +12%
1WA
270
180 Wealth Advisors
Washington
$303K +$5.2K +112 +2%
MFG
271
Merit Financial Group
Georgia
$293K +$275K +5,932 New
CIA
272
Choate Investment Advisors
Massachusetts
$293K +$275K +5,931 New
BEI
273
Benjamin Edwards Inc
Missouri
$293K +$275K +5,929 New
AI
274
Atria Investments
North Carolina
$291K +$273K +5,889 New
BIM
275
Baldwin Investment Management
Pennsylvania
$290K -$6.91K -149 -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.