505 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
251
Westover Capital Advisors
Delaware
$523K
WC
252
Westerkirk Capital
$519K
AFO
253
Allie Family Office
Florida
$517K
BPA
254
Beacon Pointe Advisors
California
$516K
CC
255
Courier Capital
New York
$516K
HWM
256
HB Wealth Management
Georgia
$500K
GRP
257
Global Retirement Partners
California
$497K
EWA
258
EverSource Wealth Advisors
Alabama
$496K
WPC
259
Wedmont Private Capital
Pennsylvania
$495K
ACA
260
Atlas Capital Advisors
Wyoming
$491K
CFG
261
Cooper Financial Group
California
$491K
ATIA
262
American Trust Investment Advisors
New Hampshire
$489K
GCM
263
Gallacher Capital Management
Colorado
$487K
SGA
264
Strategic Global Advisors
California
$469K
Envestnet Portfolio Solutions
265
Envestnet Portfolio Solutions
Illinois
$468K
Jones Financial Companies
266
Jones Financial Companies
Missouri
$466K
CA
267
Crumly & Associates
Illinois
$465K
DWM
268
Drive Wealth Management
Utah
$465K
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$457K
KP
270
Keel Point
Alabama
$456K
AWM
271
AE Wealth Management
Kansas
$448K
Brown Advisory
272
Brown Advisory
Maryland
$440K
GQG Partners
273
GQG Partners
Florida
$439K
MC
274
Moors & Cabot
Massachusetts
$435K
CW
275
CreativeOne Wealth
Kansas
$434K