We are live on ! Find out more

554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
301
Arrowstreet Capital
Massachusetts
$443K +$406K +6,237 New
FNBT
302
FineMark National Bank & Trust
Florida
$440K
CIA
303
Choate Investment Advisors
Massachusetts
$435K
APM
304
a16z Perennial Management
California
$430K +$394K +6,052 New
ASN
305
Advisory Services Network
Georgia
$427K +$6.83K +105 +2%
KAS
306
Kestra Advisory Services
Texas
$418K +$54.2K +833 +16%
BIM
307
Baldwin Investment Management
Pennsylvania
$405K
PCA
308
Purkiss Capital Advisors
Connecticut
$405K +$57.2K +879 +18%
ACC
309
Acorn Creek Capital
Colorado
$405K +$2.41K +37 +0.7%
OIA
310
OneDigital Investment Advisors
Kansas
$400K +$367K +5,640 New
CAM
311
Cresset Asset Management
Illinois
$397K +$17.4K +267 +5%
GS
312
GWN Securities
Florida
$397K +$362K +5,560 New
SPW
313
Sonoma Private Wealth
California
$393K -$20.1K -309 -5%
SFC
314
SYM Financial Corp
Indiana
$392K
WPC
315
Waters Parkerson & Co
Louisiana
$390K
CW
316
CreativeOne Wealth
Kansas
$382K -$114K -1,757 -25%
GWM
317
Gitterman Wealth Management
New Jersey
$380K +$30.4K +468 +10%
CIA
318
Concurrent Investment Advisors
Florida
$369K +$27.6K +424 +9%
CIM
319
Contravisory Investment Management
Massachusetts
$368K +$13.8K +212 +4%
SMA
320
Seven Mile Advisory
New Jersey
$366K
PS
321
Principal Securities
Iowa
$363K +$78.3K +1,204 +31%
BEI
322
Benjamin Edwards Inc
Missouri
$360K -$44.5K -684 -12%
WRPWM
323
Werba Rubin Papier Wealth Management
California
$359K +$5.27K +81 +2%
1WA
324
180 Wealth Advisors
Washington
$359K -$14.4K -221 -4%
SCTC
325
Sanibel Captiva Trust Company
Florida
$357K

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.