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HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$76.6K – – –
SWM
377
Spire Wealth Management
Virginia
$75.8K +$28.3K +492 +59%
PHK
378
Point72 Hong Kong
Hong Kong
$70.2K +$70.2K +1,223 New
BWL
379
Bogart Wealth LLC
Virginia
$64.8K – – –
TRCT
380
Tower Research Capital (TRC)
New York
$61.9K +$48.9K +851 +377%
RI
381
Ridgewood Investments
New Jersey
$61.6K – – –
LFG
382
Larson Financial Group
Missouri
$58.8K +$14.3K +249 +32%
AF
383
Advisornet Financial
Minnesota
$53.8K +$6.03K +105 +13%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$52.1K – – –
SSG
385
Summit Securities Group
New York
$51.7K -$45.9K -800 -47%
HFS
386
Hantz Financial Services
Michigan
$51K +$51K +884 New
PWAM
387
Private Wealth Asset Management
Iowa
$50.2K +$50.2K +874 New
Bessemer Group
388
Bessemer Group
New Jersey
$50K +$16.9K +292 +51%
FMP
389
Financial Management Professionals
Texas
$49.8K +$804 +14 +2%
HDIM
390
Hanson & Doremus Investment Management
Vermont
$46K – – –
PFBT
391
Parkside Financial Bank & Trust
Missouri
$45K +$23.9K +417 +114%
EC
392
Elequin Capital
New York
$44.3K +$32.7K +570 +282%
GC
393
Garde Capital
Washington
$43.1K +$43.1K +750 New
RIL
394
Rothschild Investment LLC
Illinois
$42.6K +$3.27K +57 +8%
PAM
395
Paradigm Asset Management
New York
$40.2K – – –
MA
396
MCF Advisors
Kentucky
$39.6K – – –
WA
397
Whipplewood Advisors
Colorado
$34.7K -$1.37K -23 -4%
PMFA
398
Plante Moran Financial Advisors
Michigan
$34.7K – – –
BCM
399
Berbice Capital Management
New York
$34.5K +$5.74K +100 +20%
CAL
400
Capital Analysts LLC
Pennsylvania
$34K – – –
14 15
16
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