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HSBC
HSBC

Overview Fund Activity

460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$138M
2
UBS Group
UBS Group
Switzerland
$38.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
4
CCM
Contrarian Capital Management
Connecticut
$11.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$17.2M

Top Sellers

1
MIF
Mediolanum International Funds
Ireland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$15.5M
3
Bank of America
Bank of America
North Carolina
$150M
4
Millennium Management
Millennium Management
New York
$588K
5
Renaissance Technologies
Renaissance Technologies
New York
$5.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
376
MRP Capital Investments
Georgia
$19.8K -$3.71K -75 -16%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$18.1K – – –
AFG
378
Albion Financial Group
Utah
$18.1K +$5.64K +114 +45%
GFPC
379
Global Financial Private Client
Florida
$16.6K – – –
AT
380
Arlington Trust
Alabama
$16.6K – – –
CIA
381
Cape Investment Advisory
Georgia
$15K – – –
FA
382
Fedenia Advisers
Wisconsin
$14K +$14K +284 New
VNA
383
Valley National Advisers
Pennsylvania
$14K +$9.33K +200 +200%
HI
384
Harbour Investments
Wisconsin
$13.6K – – –
CPG
385
Cornerstone Planning Group
New Jersey
$13.5K +$2.92K +56 +27%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$12.6K – – –
PWA
387
Physician Wealth Advisors
Utah
$12.1K +$12.1K +244 New
HWP
388
Highline Wealth Partners
California
$11.5K +$7.17K +145 +165%
Federated Hermes
389
Federated Hermes
Pennsylvania
$11.4K -$742 -15 -6%
TRCT
390
Tower Research Capital (TRC)
New York
$11.2K -$680K -13,753 -98%
ZB
391
Zions Bancorporation
Utah
$10.1K -$5.64K -114 -36%
EC
392
Elequin Capital
New York
$9.99K +$9.99K +202 New
CPBTD
393
Central Pacific Bank - Trust Division
Hawaii
$9.55K – – –
BTD
394
BankPlus Trust Department
Mississippi
$9.5K +$9.5K +192 New
VWA
395
Valued Wealth Advisors
Utah
$9.35K – – –
TPCW
396
TD Private Client Wealth
New York
$9.2K – – –
SSB
397
Sandy Spring Bank
Maryland
$8.9K – – –
BIA
398
Bell Investment Advisors
California
$8.41K +$1.24K +25 +17%
FFO
399
Fortitude Family Office
Arizona
$8.36K -$495 -10 -6%
CFFP
400
Center for Financial Planning
Michigan
$8.06K +$8.06K +163 New
14 15
16
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