504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
51
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
326
Farther Finance Advisors
California
$269K -$22.1K -363 -8%
SSC
327
Syverson Strege & Co
Iowa
$265K +$265K +4,367 New
TYCC
328
Texas Yale Capital Corp
Florida
$264K
SW
329
SVB Wealth
Massachusetts
$259K +$259K +4,256 New
PWM
330
Perigon Wealth Management
California
$257K -$28.4K -467 -10%
SMA
331
Sage Mountain Advisors
Georgia
$252K +$912 +15 +0.4%
WIA
332
World Investment Advisors
California
$251K +$31K +510 +14%
RPSA
333
Richard P. Slaughter Associates
Texas
$250K -$115K -1,894 -32%
CWM
334
Cornerstone Wealth Management
Missouri
$249K -$30.4K -500 -11%
WA
335
WealthTrust Axiom
Pennsylvania
$248K
S
336
Sunpointe
Missouri
$246K -$13.1K -215 -5%
AG
337
AlTi Global
New York
$246K +$246K +4,046 New
FPAS
338
Focus Partners Advisor Solutions
Missouri
$244K +$10.2K +168 +4%
First Manhattan
339
First Manhattan
New York
$244K
WC
340
Weil Company
California
$243K
KBFS
341
Kohmann Bosshard Financial Services
Ohio
$243K
NRC
342
New Republic Capital
North Carolina
$243K -$21.5K -353 -8%
DOA
343
D'Orazio & Associates
Virginia
$240K +$3.1K +51 +1%
FCBT
344
First Citizens Bank & Trust
North Carolina
$239K +$1.4K +23 +0.6%
PS
345
Principal Securities
Iowa
$237K +$22.4K +368 +10%
EL
346
EWA LLC
Pennsylvania
$232K +$18K +296 +8%
SIC
347
Samalin Investment Counsel
New York
$231K +$9.06K +149 +4%
WI
348
WrapManager Inc
California
$231K +$231K +3,803 New
GSWM
349
Greenup Street Wealth Management
Michigan
$228K +$228K +3,748 New
KWM
350
Kingsview Wealth Management
Oregon
$227K +$227K +3,741 New