421 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 162 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+6
Holders Change %
+1.45%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
162
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
301
Planned Solutions
California
$87K +$87K +1,925 New
EWA
302
EverSource Wealth Advisors
Alabama
$86.5K +$5.38K +119 +7%
NS
303
NBC Securities
Alabama
$86K +$1.44K +32 +2%
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$83.8K -$22.6K -501 -21%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$82.5K
SSG
306
Summit Securities Group
New York
$77K -$149K -3,300 -66%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$74.2K -$994 -22 -1%
BGAI
308
Bruce G. Allen Investments
Colorado
$73.5K -$1.18K -26 -2%
UB
309
UMB Bank
Missouri
$67.2K -$17.5K -388 -21%
JAM
310
JCIC Asset Management
Ontario, Canada
$66.9K
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$62.1K +$587 +13 +1%
AF
312
Allworth Financial
California
$61.8K +$17.9K +397 +41%
SWM
313
Spire Wealth Management
Virginia
$59.7K +$22.6K +500 +61%
MCM
314
Manchester Capital Management
Vermont
$52.3K -$4.66K -103 -8%
BWL
315
Bogart Wealth LLC
Virginia
$51K
RI
316
Ridgewood Investments
New Jersey
$48.5K -$45 -1 -0.1%
RA
317
Rise Advisors
New York
$41.5K
EDRH
318
Edmond de Rothschild Holding
Switzerland
$41K
AF
319
Advisornet Financial
Minnesota
$37.6K +$7.55K +167 +25%
FMP
320
Financial Management Professionals
Texas
$37K -$1.81K -40 -5%
HDIM
321
Hanson & Doremus Investment Management
Vermont
$37K
PAM
322
Paradigm Asset Management
New York
$36.2K -$9.04K -200 -20%
LFG
323
Larson Financial Group
Missouri
$35K +$20.3K +450 +138%
VCM
324
Versant Capital Management
Arizona
$31.3K +$31.3K +693 New
MA
325
MCF Advisors
Kentucky
$31.1K