504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
51
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
376
Nisa Investment Advisors
Missouri
$115K -$1.89K -31 -2%
JWA
377
JFS Wealth Advisors
Pennsylvania
$115K -$25.6K -421 -18%
BGAI
378
Bruce G. Allen Investments
Colorado
$112K +$19.3K +317 +21%
MCM
379
Manchester Capital Management
Vermont
$112K +$1.28K +21 +1%
NS
380
NBC Securities
Alabama
$104K
SOW
381
State of Wyoming
Wyoming
$98.7K +$98.7K +1,624 New
SO
382
Sierra Ocean
California
$93.1K +$3.65K +60 +4%
UB
383
UMB Bank
Missouri
$86.3K
HNB
384
Huntington National Bank
Ohio
$82.9K -$6.14K -101 -7%
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$75.5K -$8.39K -138 -10%
BWL
386
Bogart Wealth LLC
Virginia
$74.6K +$5.96K +98 +9%
TPWA
387
Twin Peaks Wealth Advisors
California
$70.6K +$70.6K +1,086 New
HT
388
Headlands Technologies
Illinois
$66.9K +$66.9K +1,101 New
CIAM
389
Caitong International Asset Management
Hong Kong
$66.4K -$51.2K -843 -44%
RI
390
Ridgewood Investments
New Jersey
$65.2K
AF
391
Advisornet Financial
Minnesota
$63K +$6.08K +100 +11%
LFG
392
Larson Financial Group
Missouri
$55.3K -$6.93K -114 -11%
EDRH
393
Edmond de Rothschild Holding
Switzerland
$55.1K
PWAM
394
Private Wealth Asset Management
Iowa
$53.1K
SWM
395
Spire Wealth Management
Virginia
$49.8K -$30.4K -500 -38%
RIL
396
Rothschild Investment LLC
Illinois
$49.5K +$4.44K +73 +10%
HDIM
397
Hanson & Doremus Investment Management
Vermont
$49K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$48.8K +$1.16K +19 +2%
PTC
399
Private Trust Company
Ohio
$46.4K +$36K +592 +346%
GC
400
Garde Capital
Washington
$45.6K