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 %
FMP
401
Financial Management Professionals
Texas
$44.1K -$8.69K -143 -16%
PAM
402
Paradigm Asset Management
New York
$42.6K
MA
403
MCF Advisors
Kentucky
$41.9K
AAS
404
Ameritas Advisory Services
Nebraska
$39.2K +$39.2K +644 New
WA
405
Whipplewood Advisors
Colorado
$36.7K +$1.28K +21 +4%
BCM
406
Berbice Capital Management
New York
$36.5K
RCM
407
Raleigh Capital Management
North Carolina
$32.6K +$32.6K +537 New
WT
408
Whittier Trust
California
$32.5K
BWAM
409
Boyd Watterson Asset Management
Ohio
$31.1K
OWA
410
Opal Wealth Advisors
New York
$31.1K +$31.1K +511 New
WIM
411
Westside Investment Management
California
$30.7K +$30.7K +510 New
ACM
412
Accent Capital Management
Ohio
$30.4K
CAL
413
Capital Analysts LLC
Pennsylvania
$30K -$5.09K -85 -15%
GKIM
414
GW&K Investment Management
Massachusetts
$30K
ST
415
Smithfield Trust
Pennsylvania
$29K -$1.46K -24 -5%
TPCW
416
TD Private Client Wealth
New York
$28.2K +$14.2K +234 +102%
NC
417
NewSquare Capital
Pennsylvania
$26.3K +$15.9K +261 +153%
CA
418
CoreCap Advisors
Michigan
$26.1K +$18.2K +300 +231%
TIM
419
Tortoise Investment Management
New York
$25.4K
FFA
420
Frazier Financial Advisors
Ohio
$25.2K
Bessemer Group
421
Bessemer Group
New Jersey
$25K -$28.2K -458 -53%
IWM
422
Inlight Wealth Management
Georgia
$24.3K
CPG
423
Cornerstone Planning Group
New Jersey
$23.6K +$6.14K +99 +35%
HWP
424
Highline Wealth Partners
California
$23.5K
HI
425
Harbour Investments
Wisconsin
$21.9K