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554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$208K +$191K +2,934 New
NG
402
Norden Group
Utah
$204K +$187K +2,874 New
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$200K -$305K -4,695 -62%
RC
404
Rexford Capital
Texas
$193K
AA
405
Addison Advisors
Vermont
$187K +$10.6K +163 +7%
MHR
406
Matthew Hamilton Rosenberg
$183K
ELC
407
Edgar Lomax Company
Virginia
$181K
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$179K
JAM
409
JCIC Asset Management
Ontario, Canada
$166K +$152K +2,342 New
BTI
410
Blue Trust Inc
Georgia
$152K -$7.87K -121 -5%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$146K +$52.8K +812 +65%
IWA
412
Icon Wealth Advisors
Texas
$136K +$125K +1,916 New
Nisa Investment Advisors
413
Nisa Investment Advisors
Missouri
$135K
BGAI
414
Bruce G. Allen Investments
Colorado
$132K +$1.36K +21 +1%
MCM
415
Manchester Capital Management
Vermont
$130K
JWA
416
JFS Wealth Advisors
Pennsylvania
$120K -$12.7K -195 -10%
GBT
417
Grove Bank & Trust
Florida
$116K -$21.7K -334 -17%
RIL
418
Rothschild Investment LLC
Illinois
$113K +$50.7K +780 +96%
TPCW
419
TD Private Client Wealth
New York
$102K +$63.5K +977 +211%
UB
420
UMB Bank
Missouri
$101K
NS
421
NBC Securities
Alabama
$95.4K -$24.6K -379 -22%
BWL
422
Bogart Wealth LLC
Virginia
$92.7K +$5.14K +79 +6%
HNB
423
Huntington National Bank
Ohio
$91.6K -$4.81K -74 -5%
SL
424
Salomon & Ludwin
Virginia
$91K +$78.9K +1,213 +2,581%
Bessemer Group
425
Bessemer Group
New Jersey
$85K +$51.9K +798 +197%

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.