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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

Funds ownership: 1.5%0.3% (-1.2%)

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$8.41K +$1.16K +25 +17%
FFO
402
Fortitude Family Office
Arizona
$8.36K -$464 -10 -6%
CFFP
403
Center for Financial Planning
Michigan
$8.06K +$7.56K +163 New
Macquarie Group
404
Macquarie Group
Australia
$8K -$3.2K -69 -30%
RF
405
Roxbury Financial
New Jersey
$7.88K +$7.79K +168 New
HWA
406
HHM Wealth Advisors
Tennessee
$7.82K
KIM
407
Kestra Investment Management
Texas
$7.75K +$7.28K +157 New
LCM
408
Logan Capital Management
Pennsylvania
$7.67K
LIS
409
Legacy Investment Solutions
Idaho
$7.65K +$4.64K +100 +227%
LWMI
410
Legacy Wealth Management (Idaho)
Idaho
$7.65K +$4.64K +100 +227%
CFO
411
CVA Family Office
Colorado
$7.62K
DSC
412
Duncker Streett & Co
Missouri
$7.32K
FCG
413
Financial Connections Group
California
$7K
PP
414
PrairieView Partners
Minnesota
$7K
AAP
415
Arax Advisory Partners
Colorado
$6.38K +$4.96K +107 +486%
VHAM
416
Van Hulzen Asset Management
California
$6.33K +$5.94K +128 New
DF
417
Dunhill Financial
United Kingdom
$5.99K +$5.61K +121 New
CA
418
Continuum Advisory
Idaho
$5.74K +$510 +11 +10%
GSWM
419
Golden State Wealth Management
California
$5.71K +$5.33K +115 New
OLVIG
420
Oliver Lagore Vanvalin Investment Group
Michigan
$5.34K
ADL
421
Asset Dedication LLC
California
$4.95K
CAM
422
Chesapeake Asset Management
New York
$4.95K
CBT
423
CoreFirst Bank & Trust
Kansas
$4.95K
HI
424
Hoey Investments
Pennsylvania
$4.95K
IHWM
425
Iron Horse Wealth Management
Iowa
$4.95K

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.