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 %
CW
276
CreativeOne Wealth
Kansas
$434K +$426 +7 +0.1%
BCM
277
Bayesian Capital Management
New York
$432K +$432K +7,100 New
IAA
278
Independent Advisor Alliance
North Carolina
$429K +$110K +1,808 +34%
Invesco
279
Invesco
Georgia
$429K +$78.7K +1,295 +22%
FC
280
Farringdon Capital
United Kingdom
$428K +$428K +7,037 New
MSR
281
Main Street Research
Connecticut
$425K +$425K +6,997 New
CH
282
Cromwell Holdings
Wyoming
$424K
STA
283
Summit Trail Advisors
New York
$420K +$420K +6,905 New
GWM
284
Geneos Wealth Management
Colorado
$410K -$453K -7,460 -52%
NWAG
285
Net Worth Advisory Group
Utah
$404K +$5.53K +91 +1%
NI
286
Natural Investments
California
$392K -$243 -4 -0.1%
RA
287
Riversedge Advisors
Delaware
$388K +$15.7K +259 +4%
TPI
288
Trust Point Inc
Wisconsin
$387K +$116K +1,906 +43%
HP
289
Haven Private
Florida
$382K +$382K +6,288 New
Lido Advisors
290
Lido Advisors
California
$381K +$11.5K +189 +3%
FNBT
291
FineMark National Bank & Trust
Florida
$377K -$4.07K -67 -1%
CIA
292
Choate Investment Advisors
Massachusetts
$373K -$2.43K -40 -0.6%
ASN
293
Advisory Services Network
Georgia
$362K +$62.3K +1,016 +21%
Jane Street
294
Jane Street
New York
$359K -$560K -9,213 -61%
SPW
295
Sonoma Private Wealth
California
$356K -$12.9K -212 -3%
FLPIM
296
F.L. Putnam Investment Management
Massachusetts
$352K +$72.2K +1,187 +26%
BEI
297
Benjamin Edwards Inc
Missouri
$350K +$2.25K +37 +0.6%
WSFS
298
Wilmington Savings Fund Society
Delaware
$349K -$6.02K -99 -2%
BIM
299
Baldwin Investment Management
Pennsylvania
$347K -$9.12K -150 -3%
CPA
300
Capital Performance Advisors
California
$346K +$1.28K +21 +0.4%