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 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+4
Holders Change %
+0.8%
% 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
52
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
426
Arlington Trust
Alabama
$20.4K
FC
427
Fairscale Capital
New Hampshire
$19.7K +$19.7K +321 New
CIA
428
Cape Investment Advisory
Georgia
$19.6K +$5.29K +87 +37%
PWA
429
Physician Wealth Advisors
Utah
$16.8K +$790 +13 +5%
DFC
430
DB Fitzpatrick & Co
Idaho
$16.7K +$7.6K +125 +83%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$15.4K
BI
432
Binnacle Investments
Iowa
$15K +$8.21K +135 +122%
AP
433
Atwood & Palmer
Missouri
$14.2K +$14.2K +233 New
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$13.8K -$86K -1,415 -86%
SC
435
SouthState Corp
Florida
$13.6K
PMFA
436
Plante Moran Financial Advisors
Michigan
$13.3K -$23.4K -385 -64%
TCOT
437
Trust Company of Toledo
Ohio
$13K +$13K +214 New
Federated Hermes
438
Federated Hermes
Pennsylvania
$12.3K
ZBNA
439
Zions Bancorporation, National Association
Utah
$12.3K -$61 -1 -0.5%
SSG
440
Summit Securities Group
New York
$12.2K -$42.6K -700 -78%
MCI
441
MRP Capital Investments
Georgia
$12.2K -$12.2K -200 -50%
CAM
442
Costello Asset Management
Pennsylvania
$12.2K
VNA
443
Valley National Advisers
Pennsylvania
$12K
CI
444
CX Institutional
Indiana
$12K
BTD
445
BankPlus Trust Department
Mississippi
$11.7K
CFD
446
Creative Financial Designs
Indiana
$11.6K
BIA
447
Bell Investment Advisors
California
$11.5K -$608 -10 -5%
VWA
448
Valued Wealth Advisors
Utah
$11.5K
AUB
449
Atlantic Union Bankshares
Virginia
$10.9K +$10.9K +180 New
BFS
450
Bare Financial Services
Pennsylvania
$10.7K +$8.63K +142 +418%