505 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$115K
BGAI
377
Bruce G. Allen Investments
Colorado
$112K
MCM
378
Manchester Capital Management
Vermont
$112K
NS
379
NBC Securities
Alabama
$104K
SOW
380
State of Wyoming
Wyoming
$98.7K
SO
381
Sierra Ocean
California
$93.1K
UB
382
UMB Bank
Missouri
$86.3K
HNB
383
Huntington National Bank
Ohio
$82.9K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$75.5K
BWL
385
Bogart Wealth LLC
Virginia
$74.6K
TPWA
386
Twin Peaks Wealth Advisors
California
$70.6K
HT
387
Headlands Technologies
Illinois
$66.9K
CIAM
388
Caitong International Asset Management
Hong Kong
$66.4K
RI
389
Ridgewood Investments
New Jersey
$65.2K
AF
390
Advisornet Financial
Minnesota
$63K
LFG
391
Larson Financial Group
Missouri
$55.3K
EDRH
392
Edmond de Rothschild Holding
Switzerland
$55.1K
PWAM
393
Private Wealth Asset Management
Iowa
$53.1K
SWM
394
Spire Wealth Management
Virginia
$49.8K
RIL
395
Rothschild Investment LLC
Illinois
$49.5K
HDIM
396
Hanson & Doremus Investment Management
Vermont
$49K
PFBT
397
Parkside Financial Bank & Trust
Missouri
$48.8K
PTC
398
Private Trust Company
Ohio
$46.4K
GC
399
Garde Capital
Washington
$45.6K
FMP
400
Financial Management Professionals
Texas
$44.1K