HSBC icon

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 %
SIAG
326
Safeguard Investment Advisory Group
California
$262K -$9.59K -167 -4%
TPI
327
Trust Point Inc
Wisconsin
$256K -$3.96K -69 -2%
SCTC
328
Sanibel Captiva Trust Company
Florida
$254K +$254K +4,424 New
S
329
Sunpointe
Missouri
$252K – – –
TYCC
330
Texas Yale Capital Corp
Florida
$250K – – –
NRC
331
New Republic Capital
North Carolina
$250K -$29.7K -517 -11%
First Manhattan
332
First Manhattan
New York
$237K +$237K +4,009 New
SMA
333
Sage Mountain Advisors
Georgia
$237K +$574 +10 +0.2%
WA
334
WealthTrust Axiom
Pennsylvania
$234K – – –
CC
335
Centiva Capital
New York
$230K +$230K +4,013 New
GFP
336
Gryphon Financial Partners
Ohio
$230K +$230K +4,005 New
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$230K +$5.74K +100 +3%
WC
338
Weil Company
California
$230K +$230K +4,000 New
TCWM
339
Total Clarity Wealth Management
Illinois
$229K – – –
KPWS
340
Kestra Private Wealth Services
Texas
$229K +$229K +3,989 New
TIAA Trust, National Association
341
TIAA Trust, National Association
North Carolina
$227K -$16.8K -292 -7%
FCBT
342
First Citizens Bank & Trust
North Carolina
$224K +$224K +3,907 New
DOA
343
D'Orazio & Associates
Virginia
$224K +$224K +3,896 New
FPAS
344
Focus Partners Advisor Solutions
Missouri
$221K +$221K +3,854 New
EWA
345
EverSource Wealth Advisors
Alabama
$220K +$78.2K +1,361 +55%
WGCA
346
Wolf Group Capital Advisors
Virginia
$219K +$219K +3,812 New
SIC
347
Samalin Investment Counsel
New York
$210K +$210K +3,657 New
ACM
348
Argyle Capital Management
Pennsylvania
$210K +$210K +3,650 New
SWM
349
Seed Wealth Management
Illinois
$208K +$208K +3,630 New
WIA
350
World Investment Advisors
California
$208K +$208K +3,626 New
12 13
14
15 16