505 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSC
326
Syverson Strege & Co
Iowa
$265K
TYCC
327
Texas Yale Capital Corp
Florida
$264K
SW
328
SVB Wealth
Massachusetts
$259K
PWM
329
Perigon Wealth Management
California
$257K
SMA
330
Sage Mountain Advisors
Georgia
$252K
WIA
331
World Investment Advisors
California
$251K
RPSA
332
Richard P. Slaughter Associates
Texas
$250K
CWM
333
Cornerstone Wealth Management
Missouri
$249K
WA
334
WealthTrust Axiom
Pennsylvania
$248K
S
335
Sunpointe
Missouri
$246K
AG
336
AlTi Global
New York
$246K
FPAS
337
Focus Partners Advisor Solutions
Missouri
$244K
First Manhattan
338
First Manhattan
New York
$244K
KBFS
339
Kohmann Bosshard Financial Services
Ohio
$243K
WC
340
Weil Company
California
$243K
NRC
341
New Republic Capital
North Carolina
$243K
DOA
342
D'Orazio & Associates
Virginia
$240K
FCBT
343
First Citizens Bank & Trust
North Carolina
$239K
PS
344
Principal Securities
Iowa
$237K
EL
345
EWA LLC
Pennsylvania
$232K
SIC
346
Samalin Investment Counsel
New York
$231K
WI
347
WrapManager Inc
California
$231K
GSWM
348
Greenup Street Wealth Management
Michigan
$228K
KWM
349
Kingsview Wealth Management
Oregon
$227K
SI
350
Seeds Investor
New York
$227K