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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 %
HPC
401
HM Payson & Co
Maine
$31.9K – – –
WT
402
Whittier Trust
California
$30.7K – – –
ST
403
Smithfield Trust
Pennsylvania
$30K – – –
WF
404
Wayfinding Financial
Washington
$30K +$30K +522 New
ACM
405
Accent Capital Management
Ohio
$29.6K – – –
BWAM
406
Boyd Watterson Asset Management
Ohio
$29.4K – – –
GKIM
407
GW&K Investment Management
Massachusetts
$29K – – –
SVCP
408
Silicon Valley Capital Partners
California
$25.6K – – –
TIM
409
Tortoise Investment Management
New York
$24K – – –
FFA
410
Frazier Financial Advisors
Ohio
$23.8K -$1.9K -33 -7%
RAM
411
Ramirez Asset Management
New York
$23.7K -$6.92M -120,486 -100%
MCI
412
MRP Capital Investments
Georgia
$23K – – –
IWM
413
Inlight Wealth Management
Georgia
$23K +$23K +400 New
HWP
414
Highline Wealth Partners
California
$22.2K +$8.79K +153 +66%
HI
415
Harbour Investments
Wisconsin
$20.7K +$4.88K +85 +31%
GFPC
416
Global Financial Private Client
Florida
$19.3K – – –
AT
417
Arlington Trust
Alabama
$19.2K – – –
CPG
418
Cornerstone Planning Group
New Jersey
$15.8K +$1.23K +22 +8%
PWA
419
Physician Wealth Advisors
Utah
$15.1K +$1.09K +19 +8%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$15K – – –
CIA
421
Cape Investment Advisory
Georgia
$13.6K -$3.85K -67 -22%
TPCW
422
TD Private Client Wealth
New York
$13.2K +$2.53K +44 +24%
SC
423
SouthState Corp
Florida
$12.8K +$12.8K +223 New
CHC
424
City Holding Co
West Virginia
$12.7K +$12.7K +222 New
CI
425
CX Institutional
Indiana
$12K +$12K +205 New
15 16
17
18 19