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
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
$104M
Puts
$223M
Net Calls
Net Calls Change

Top Buyers

1 +$897M
2 +$58.9M
3 +$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
AE Wealth Management
Kansas
$388K
AWS
277
Atria Wealth Solutions
New York
$387K
HCP
278
Hexagon Capital Partners
Arkansas
$386K
NWAG
279
Net Worth Advisory Group
Utah
$376K
NI
280
Natural Investments
California
$371K
KP
281
Keel Point
Alabama
$369K
FNBT
282
FineMark National Bank & Trust
Florida
$360K
Lido Advisors
283
Lido Advisors
California
$359K
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$359K
Walleye Capital
285
Walleye Capital
New York
$356K
CIA
286
Choate Investment Advisors
Massachusetts
$355K
RA
287
Riversedge Advisors
Delaware
$352K
HWM
288
HB Wealth Management
Georgia
$349K
SPW
289
Sonoma Private Wealth
California
$348K
SFC
290
SYM Financial Corp
Indiana
$345K
RPSA
291
Richard P. Slaughter Associates
Texas
$345K
BIM
292
Baldwin Investment Management
Pennsylvania
$336K
AssetMark Inc
293
AssetMark Inc
California
$336K
AWM
294
Avior Wealth Management
Nebraska
$336K
WSFS
295
Wilmington Savings Fund Society
Delaware
$336K
PSP
296
Principal Street Partners
Tennessee
$333K
Invesco
297
Invesco
Georgia
$331K
BEI
298
Benjamin Edwards Inc
Missouri
$329K
CPA
299
Capital Performance Advisors
California
$326K
ACC
300
Acorn Creek Capital
Colorado
$322K