HSBC icon

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 %
AWM
276
AE Wealth Management
Kansas
$388K -$8.33K -145 -2%
AWS
277
Atria Wealth Solutions
New York
$387K -$37.3K -650 -9%
HCP
278
Hexagon Capital Partners
Arkansas
$386K +$3.73K +65 +1%
NWAG
279
Net Worth Advisory Group
Utah
$376K -$20.6K -359 -5%
NI
280
Natural Investments
California
$371K -$17.2K -299 -4%
KP
281
Keel Point
Alabama
$369K -$11.7K -203 -3%
FNBT
282
FineMark National Bank & Trust
Florida
$360K +$360K +6,267 New
Lido Advisors
283
Lido Advisors
California
$359K -$85.9K -1,453 -19%
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$359K +$26.4K +459 +8%
Walleye Capital
285
Walleye Capital
New York
$356K -$1.12M -19,581 -76%
CIA
286
Choate Investment Advisors
Massachusetts
$355K +$14K +243 +4%
RA
287
Riversedge Advisors
Delaware
$352K +$79.4K +1,382 +29%
HWM
288
HB Wealth Management
Georgia
$349K +$349K +6,072 New
SPW
289
Sonoma Private Wealth
California
$348K -$32.9K -573 -9%
SFC
290
SYM Financial Corp
Indiana
$345K +$66.9K +1,165 +24%
RPSA
291
Richard P. Slaughter Associates
Texas
$345K -$1.9M -33,110 -85%
BIM
292
Baldwin Investment Management
Pennsylvania
$336K – – –
AssetMark Inc
293
AssetMark Inc
California
$336K +$116K +2,028 +53%
AWM
294
Avior Wealth Management
Nebraska
$336K – – –
WSFS
295
Wilmington Savings Fund Society
Delaware
$336K +$30K +523 +10%
PSP
296
Principal Street Partners
Tennessee
$333K – – –
Invesco
297
Invesco
Georgia
$331K -$159K -2,774 -33%
BEI
298
Benjamin Edwards Inc
Missouri
$329K -$11.7K -204 -3%
CPA
299
Capital Performance Advisors
California
$326K +$326K +5,673 New
ACC
300
Acorn Creek Capital
Colorado
$322K +$3.85K +67 +1%
10 11
12
13 14