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HSBC
HSBC

Overview Fund Activity

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
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$322K +$6.32K +110 +2%
1WA
302
180 Wealth Advisors
Washington
$318K -$33.8K -589 -10%
WPC
303
Waters Parkerson & Co
Louisiana
$316K – – –
BPA
304
Beacon Pointe Advisors
California
$315K -$2.47K -43 -0.8%
SMA
305
Seven Mile Advisory
New Jersey
$313K +$2.93K +51 +0.9%
SQA
306
Simon Quick Advisors
New Jersey
$309K +$309K +5,381 New
IAA
307
Independent Advisor Alliance
North Carolina
$301K +$1.15K +20 +0.4%
New York State Common Retirement Fund
308
New York State Common Retirement Fund
New York
$298K – – –
AI
309
Atria Investments
North Carolina
$294K -$44.3K -772 -13%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$294K +$21.4K +370 +8%
GWM
311
Gitterman Wealth Management
New Jersey
$285K -$12.5K -218 -4%
C
312
Certuity
Florida
$283K +$10.1K +175 +4%
KAS
313
Kestra Advisory Services
Texas
$282K +$282K +4,911 New
ASN
314
Advisory Services Network
Georgia
$281K +$281K +4,896 New
FG
315
Foster Group
Iowa
$279K +$279K +4,862 New
FFA
316
Farther Finance Advisors
California
$274K -$36.6K -640 -12%
CIM
317
Contravisory Investment Management
Massachusetts
$273K +$7.93K +138 +3%
CP
318
Canopy Partners
Ohio
$273K +$2.3K +40 +0.8%
Fiera Capital (Canada)
319
Fiera Capital (Canada)
Quebec, Canada
$273K +$273K +4,756 New
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$272K +$272K +4,738 New
LCGC
321
Legacy Capital Group California
California
$271K +$7.93K +138 +3%
PWM
322
Perigon Wealth Management
California
$269K -$6.03K -105 -2%
WRPWM
323
Werba Rubin Papier Wealth Management
California
$264K -$99.4K -1,730 -27%
CWM
324
Cornerstone Wealth Management
Missouri
$264K -$17.5K -304 -6%
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$264K -$3.39K -59 -1%
11 12
13
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