We are live on ! Find out more

424 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, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% 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
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Addison Advisors
Vermont
$87.7K +$20.9K +482 +33%
PS
302
Planned Solutions
California
$87K +$83.4K +1,925 New
EWA
303
EverSource Wealth Advisors
Alabama
$86.5K +$5.16K +119 +7%
NS
304
NBC Securities
Alabama
$86K +$1.39K +32 +2%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$83.8K -$21.7K -501 -21%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$82.5K
SSG
307
Summit Securities Group
New York
$77K -$143K -3,300 -66%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$74.2K -$954 -22 -1%
BGAI
309
Bruce G. Allen Investments
Colorado
$73.5K -$1.13K -26 -2%
UB
310
UMB Bank
Missouri
$67.2K -$16.8K -388 -21%
JAM
311
JCIC Asset Management
Ontario, Canada
$66.9K
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$62.1K +$563 +13 +1%
AF
313
Allworth Financial
California
$61.8K +$17.2K +397 +41%
SWM
314
Spire Wealth Management
Virginia
$59.7K +$21.7K +500 +61%
MCM
315
Manchester Capital Management
Vermont
$52.3K -$4.46K -103 -8%
BWL
316
Bogart Wealth LLC
Virginia
$51K
RI
317
Ridgewood Investments
New Jersey
$48.5K -$43 -1 -0.1%
RA
318
Rise Advisors
New York
$41.5K
EDRH
319
Edmond de Rothschild Holding
Switzerland
$41K
AF
320
Advisornet Financial
Minnesota
$37.6K +$7.24K +167 +25%
FMP
321
Financial Management Professionals
Texas
$37K -$1.73K -40 -5%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$37K
PAM
323
Paradigm Asset Management
New York
$36.2K -$8.67K -200 -20%
LFG
324
Larson Financial Group
Missouri
$35K +$19.5K +450 +138%
VCM
325
Versant Capital Management
Arizona
$31.3K +$30K +693 New

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.