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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
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$682K +$125K +1,919 +25%
MWM
252
Mission Wealth Management
California
$671K +$18.8K +289 +3%
Deutsche Bank
253
Deutsche Bank
Germany
$668K
OL
254
Optas LLC
Texas
$668K +$4.29K +66 +0.7%
KeyBank National Association
255
KeyBank National Association
Ohio
$666K -$1.33M -20,383 -68%
SIA
256
SeaBridge Investment Advisors
New Jersey
$649K -$42.3K -650 -7%
GM
257
GeoWealth Management
Illinois
$643K +$393K +6,047 +200%
HWM
258
HighMark Wealth Management
Minnesota
$639K
WCA
259
Westover Capital Advisors
Delaware
$635K +$22.8K +350 +4%
Wolverine Trading
260
Wolverine Trading
Illinois
$630K +$581K +8,934 New
Lazard Asset Management
261
Lazard Asset Management
New York
$628K +$65 +1 +0%
MGWM
262
Marks Group Wealth Management
Minnesota
$620K +$568K +8,738 New
WC
263
Westerkirk Capital
$606K
AFO
264
Allie Family Office
Florida
$604K
CC
265
Courier Capital
New York
$597K -$4.88K -75 -0.9%
BA
266
Bridgewater Advisors
New York
$589K +$9.95K +153 +2%
Lido Advisors
267
Lido Advisors
California
$589K +$132K +2,023 +32%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$580K +$42.1K +648 +8%
EWA
269
EverSource Wealth Advisors
Alabama
$575K -$4.55K -70 -0.9%
BF
270
Brucke Financial
Indiana
$573K +$532K +8,181 New
ATIA
271
American Trust Investment Advisors
New Hampshire
$571K
GWMR
272
GC Wealth Management RIA
Massachusetts
$569K +$521K +8,015 New
DFA
273
Delta Financial Advisors
Louisiana
$557K +$510K +7,850 New
WPC
274
Wedmont Private Capital
Pennsylvania
$556K -$7.41K -114 -1%
DWM
275
Drive Wealth Management
Utah
$549K +$6.18K +95 +1%

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.