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
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$322K
1WA
302
180 Wealth Advisors
Washington
$318K
WPC
303
Waters Parkerson & Co
Louisiana
$316K
BPA
304
Beacon Pointe Advisors
California
$315K
SMA
305
Seven Mile Advisory
New Jersey
$313K
SQA
306
Simon Quick Advisors
New Jersey
$309K
IAA
307
Independent Advisor Alliance
North Carolina
$301K
New York State Common Retirement Fund
308
New York State Common Retirement Fund
New York
$298K
AI
309
Atria Investments
North Carolina
$294K
Jones Financial Companies
310
Jones Financial Companies
Missouri
$294K
GWM
311
Gitterman Wealth Management
New Jersey
$285K
C
312
Certuity
Florida
$283K
KAS
313
Kestra Advisory Services
Texas
$282K
ASN
314
Advisory Services Network
Georgia
$281K
FG
315
Foster Group
Iowa
$279K
FFA
316
Farther Finance Advisors
California
$274K
CIM
317
Contravisory Investment Management
Massachusetts
$273K
CP
318
Canopy Partners
Ohio
$273K
Fiera Capital (Canada)
319
Fiera Capital (Canada)
Quebec, Canada
$273K
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$272K
LCGC
321
Legacy Capital Group California
California
$271K
PWM
322
Perigon Wealth Management
California
$269K
WRPWM
323
Werba Rubin Papier Wealth Management
California
$264K
CWM
324
Cornerstone Wealth Management
Missouri
$264K
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$264K