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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
EDRH
351
Edmond de Rothschild Holding
Switzerland
$44.9K
FMP
352
Financial Management Professionals
Texas
$42.2K +$1.72K +37 +5%
AF
353
Advisornet Financial
Minnesota
$41.1K
SWM
354
Spire Wealth Management
Virginia
$41K -$22.8K -492 -37%
HDIM
355
Hanson & Doremus Investment Management
Vermont
$40K
LFG
356
Larson Financial Group
Missouri
$38.3K
PAM
357
Paradigm Asset Management
New York
$34.6K -$4.64K -100 -13%
MA
358
MCF Advisors
Kentucky
$34.1K
RIL
359
Rothschild Investment LLC
Illinois
$33.8K +$4.31K +93 +16%
UBP
360
Union Bancaire Privee
Switzerland
$32.3K +$22.5K +485 New
WA
361
Whipplewood Advisors
Colorado
$30K +$28.1K +606 New
PMFA
362
Plante Moran Financial Advisors
Michigan
$29.9K
CA
363
CoreCap Advisors
Michigan
$29.1K +$21.2K +456 +343%
CAL
364
Capital Analysts LLC
Pennsylvania
$29K
Bessemer Group
365
Bessemer Group
New Jersey
$29K +$7.7K +166 +41%
VWM
366
Venturi Wealth Management
Texas
$28.2K +$9.74K +210 +58%
CAS
367
Coppell Advisory Solutions
Texas
$27.8K +$2.32K +50 +10%
HPC
368
HM Payson & Co
Maine
$27.5K
WT
369
Whittier Trust
California
$26.5K
BWAM
370
Boyd Watterson Asset Management
Ohio
$25.3K
GKIM
371
GW&K Investment Management
Massachusetts
$25K
ACM
372
Accent Capital Management
Ohio
$24.7K
BCM
373
Berbice Capital Management
New York
$24.7K +$23.2K +500 New
SPF
374
South Plains Financial
Texas
$24.4K +$22.9K +493 New
ST
375
Smithfield Trust
Pennsylvania
$24K

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.