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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
BTI
326
Blue Trust Inc
Georgia
$124K -$738K -15,904 -86%
EWA
327
EverSource Wealth Advisors
Alabama
$122K +$25.9K +559 +29%
MHR
328
Matthew Hamilton Rosenberg
$116K
AA
329
Addison Advisors
Vermont
$115K +$18.3K +394 +20%
JWA
330
JFS Wealth Advisors
Pennsylvania
$114K +$1.67K +36 +2%
JAM
331
JCIC Asset Management
Ontario, Canada
$104K +$29.3K +632 +43%
ACA
332
Atlas Capital Advisors
Wyoming
$99K +$64.4K +1,388 +226%
GBT
333
Grove Bank & Trust
Florida
$96.8K -$29.5K -635 -24%
HNB
334
Huntington National Bank
Ohio
$95.8K -$8.58K -185 -9%
RBI
335
Raiffeisen Bank International
Austria
$94.2K +$90.5K +1,950 New
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$90.3K
MCM
337
Manchester Capital Management
Vermont
$89.9K +$30.6K +659 +57%
AG
338
AmeriFlex Group
Nevada
$86K +$76.1K +1,641 New
SSG
339
Summit Securities Group
New York
$84.1K
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$81.1K
BGAI
341
Bruce G. Allen Investments
Colorado
$80.5K
UB
342
UMB Bank
Missouri
$74.9K +$1.21K +26 +2%
AF
343
Allworth Financial
California
$74.3K +$4.31K +93 +7%
VCM
344
Versant Capital Management
Arizona
$74.1K +$37.3K +805 +116%
SO
345
Sierra Ocean
California
$73.3K +$68.7K +1,481 New
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$66.8K -$1.07K -23 -2%
BWL
347
Bogart Wealth LLC
Virginia
$55.8K
RI
348
Ridgewood Investments
New Jersey
$53.1K
BIG
349
Brooklyn Investment Group
New York
$49.4K +$46.4K +1,000 New
RA
350
Rise Advisors
New York
$46.4K +$881 +19 +2%

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.