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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 %
AFO
251
Allie Family Office
Florida
$502K – – –
BC
252
Bridgefront Capital
Texas
$494K +$165K +2,880 +50%
LC
253
Lindbrook Capital
California
$491K +$22.2K +387 +5%
CC
254
Courier Capital
New York
$488K – – –
PCIA
255
Prime Capital Investment Advisors
Kansas
$482K +$6.83K +119 +1%
GCM
256
Gallacher Capital Management
Colorado
$477K -$38K -661 -7%
EGM
257
Engineers Gate Manager
New York
$474K +$474K +8,260 New
WCA
258
Westover Capital Advisors
Delaware
$468K +$11.5K +200 +3%
ATIA
259
American Trust Investment Advisors
New Hampshire
$462K -$6.03K -105 -1%
CA
260
Crumly & Associates
Illinois
$457K -$4.31K -75 -0.9%
TR
261
Tepp RIA
New Jersey
$455K – – –
MFIM
262
Mesirow Financial Investment Management
Illinois
$453K -$13.8K -241 -3%
BA
263
Bridgewater Advisors
New York
$443K +$443K +7,703 New
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$438K +$115 +2 +0%
DWM
265
Drive Wealth Management
Utah
$426K +$10.1K +171 +2%
CH
266
Cromwell Holdings
Wyoming
$413K – – –
CW
267
CreativeOne Wealth
Kansas
$409K +$135K +2,348 +49%
CCB
268
Cutter & Co Brokerage
Missouri
$409K +$409K +7,122 New
GS
269
GTS Securities
New York
$406K +$406K +7,065 New
MC
270
Moors & Cabot
Massachusetts
$400K +$3.22K +56 +0.8%
WPC
271
Wedmont Private Capital
Pennsylvania
$393K +$9.43K +189 +2%
KeyBank National Association
272
KeyBank National Association
Ohio
$392K +$5.17K +90 +1%
BAM
273
Belpointe Asset Management
Nevada
$391K +$391K +6,800 New
FCA
274
Fortis Capital Advisors
Kansas
$391K +$391K +6,800 New
SGA
275
Strategic Global Advisors
California
$390K +$390K +6,792 New
9 10
11
12 13