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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
SIAG
301
Safeguard Investment Advisory Group
California
$234K -$7K -151 -3%
CP
302
Canopy Partners
Ohio
$233K +$93 +2 +0%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$233K +$104K +2,251 +91%
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$230K +$198K +4,260 +1,065%
TCWM
305
Total Clarity Wealth Management
Illinois
$229K -$3.39K -73 -2%
PDL
306
Portfolio Design Labs
California
$229K +$215K +4,627 New
CIM
307
Contravisory Investment Management
Massachusetts
$229K -$1.11K -24 -0.5%
LCGC
308
Legacy Capital Group California
California
$226K -$1.11K -24 -0.5%
TPI
309
Trust Point Inc
Wisconsin
$224K -$325 -7 -0.2%
TYCC
310
Texas Yale Capital Corp
Florida
$215K +$202K +4,350 New
AIA
311
Angeles Investment Advisors
California
$212K -$30.8K -664 -13%
S
312
Sunpointe
Missouri
$211K +$198K +4,261 New
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$210K +$197K +4,241 New
SMA
314
Sage Mountain Advisors
Georgia
$204K +$191K +4,118 New
AA
315
ABC Arbitrage
France
$203K +$191K +4,110 New
WA
316
WealthTrust Axiom
Pennsylvania
$202K +$189K +4,075 New
CFGS
317
Concourse Financial Group Securities
Alabama
$199K +$151K +3,258 +507%
TCM
318
TruNorth Capital Management
Michigan
$198K +$186K +4,000 New
KBFS
319
Kohmann Bosshard Financial Services
Ohio
$193K +$181K +3,900 New
AssetMark Inc
320
AssetMark Inc
California
$189K +$150K +3,232 +543%
PS
321
Principal Securities
Iowa
$175K +$22.4K +483 +16%
WI
322
Wintrust Investments
Illinois
$171K -$2.04K -44 -1%
GM
323
GeoWealth Management
Illinois
$162K +$9.51K +205 +7%
BCM
324
Barometer Capital Management
Ontario, Canada
$134K
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K

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.