We are live on ! Find out more

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
AWM
276
Avior Wealth Management
Nebraska
$289K -$1.95K -42 -0.7%
PSP
277
Principal Street Partners
Tennessee
$287K +$46.9K +1,012 +21%
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$287K -$150K -3,234 -36%
BC
279
Bridgefront Capital
Texas
$283K +$266K +5,724 New
RG
280
Rathbones Group
United Kingdom
$277K -$13.9K -300 -5%
IQI
281
Integrated Quantitative Investments
Washington
$277K +$260K +5,600 New
ACC
282
Acorn Creek Capital
Colorado
$274K +$835 +18 +0.3%
SPIA
283
Steward Partners Investment Advisory
New York
$274K +$14.9K +321 +6%
BPA
284
Beacon Pointe Advisors
California
$274K -$52.4K -1,130 -17%
WPC
285
Waters Parkerson & Co
Louisiana
$272K
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$272K +$255K +5,490 New
FFA
287
Farther Finance Advisors
California
$268K +$76K +1,638 +43%
SMA
288
Seven Mile Advisory
New Jersey
$267K +$8.81K +190 +4%
WSFS
289
Wilmington Savings Fund Society
Delaware
$263K +$122K +2,633 +98%
IAA
290
Independent Advisor Alliance
North Carolina
$259K +$243K +5,228 New
GWM
291
Geneos Wealth Management
Colorado
$258K -$16.6K -358 -6%
New York State Common Retirement Fund
292
New York State Common Retirement Fund
New York
$257K
GWM
293
Gitterman Wealth Management
New Jersey
$257K +$19.9K +429 +9%
PWM
294
Perigon Wealth Management
California
$244K +$222K +4,794 New
CWM
295
Cornerstone Wealth Management
Missouri
$243K +$696 +15 +0.3%
NRC
296
New Republic Capital
North Carolina
$241K +$226K +4,864 New
SFC
297
SYM Financial Corp
Indiana
$240K +$225K +4,851 New
CW
298
CreativeOne Wealth
Kansas
$237K -$1.39K -30 -0.6%
C
299
Certuity
Florida
$235K +$220K +4,753 New
RA
300
Riversedge Advisors
Delaware
$235K +$220K +4,742 New

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.