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554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
WealthTrust Axiom
Pennsylvania
$289K
AG
352
AlTi Global
New York
$289K +$1.5K +23 +0.6%
WA
353
Wealthstream Advisors
New York
$287K +$29.5K +454 +13%
WC
354
Weil Company
California
$284K
S
355
Sunpointe
Missouri
$281K -$5.27K -81 -2%
Brown Advisory
356
Brown Advisory
Maryland
$281K -$213K -3,277 -45%
DOA
357
D'Orazio & Associates
Virginia
$281K +$455 +7 +0.2%
EL
358
EWA LLC
Pennsylvania
$277K +$5.72K +88 +2%
SSC
359
Syverson Strege & Co
Iowa
$277K -$30.1K -463 -11%
Allianz Asset Management
360
Allianz Asset Management
Germany
$277K +$254K +3,900 New
SIC
361
Samalin Investment Counsel
New York
$275K +$4.49K +69 +2%
WA
362
Wealth Alliance
New York
$272K +$249K +3,835 New
X
363
Xponance
Pennsylvania
$269K +$29.1K +447 +13%
FCBT
364
First Citizens Bank & Trust
North Carolina
$265K -$12.9K -199 -5%
CRC
365
Curi RMB Capital
Illinois
$264K +$715 +11 +0.3%
GSWM
366
Greenup Street Wealth Management
Michigan
$264K -$1.82K -28 -0.7%
KBFS
367
Kohmann Bosshard Financial Services
Ohio
$264K -$18.7K -287 -7%
ACM
368
Argyle Capital Management
Pennsylvania
$259K
TWP
369
Tower Wealth Partners
Pennsylvania
$258K +$8.71K +134 +4%
PWM
370
Partners Wealth Management
California
$255K +$234K +3,595 New
ATPW
371
Ashton Thomas Private Wealth
Arizona
$251K +$230K +3,530 New
VWM
372
Venturi Wealth Management
Texas
$247K +$226K +3,476 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$246K +$210K +3,233 +1,424%
IAN
374
Integrated Advisors Network
Texas
$245K -$1.5K -23 -0.7%
SWM
375
Seed Wealth Management
Illinois
$243K

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.