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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 %
Macquarie Group
401
Macquarie Group
Australia
$8K -$3.39K -69 -30%
RF
402
Roxbury Financial
New Jersey
$7.88K +$7.88K +168 New
HWA
403
HHM Wealth Advisors
Tennessee
$7.82K – – –
KIM
404
Kestra Investment Management
Texas
$7.75K +$7.75K +157 New
LCM
405
Logan Capital Management
Pennsylvania
$7.67K – – –
LIS
406
Legacy Investment Solutions
Idaho
$7.65K +$5.31K +100 +227%
LWMI
407
Legacy Wealth Management (Idaho)
Idaho
$7.65K +$5.31K +100 +227%
CFO
408
CVA Family Office
Colorado
$7.62K – – –
DSC
409
Duncker Streett & Co
Missouri
$7.32K – – –
PP
410
PrairieView Partners
Minnesota
$7K – – –
FCG
411
Financial Connections Group
California
$7K – – –
AAP
412
Arax Advisory Partners
Colorado
$6.38K +$5.29K +107 +486%
VHAM
413
Van Hulzen Asset Management
California
$6.33K +$6.33K +128 New
DF
414
Dunhill Financial
United Kingdom
$5.99K +$5.99K +121 New
CA
415
Continuum Advisory
Idaho
$5.74K +$544 +11 +10%
GSWM
416
Golden State Wealth Management
California
$5.71K +$5.71K +115 New
OLVIG
417
Oliver Lagore Vanvalin Investment Group
Michigan
$5.34K – – –
ADL
418
Asset Dedication LLC
California
$4.95K – – –
HI
419
Hoey Investments
Pennsylvania
$4.95K – – –
IHWM
420
Iron Horse Wealth Management
Iowa
$4.95K – – –
CBT
421
CoreFirst Bank & Trust
Kansas
$4.95K – – –
MSG
422
Main Street Group
Virginia
$4.95K – – –
CAWM
423
Capital A Wealth Management
Pennsylvania
$4.85K +$4.85K +98 New
WA
424
WPG Advisers
Maryland
$4.6K +$4.6K +93 New
NSIM
425
North Star Investment Management
Illinois
$4.45K -$4.45K -90 -50%
15 16
17
18 19