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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
MSG
426
Main Street Group
Virginia
$4.95K
CAWM
427
Capital A Wealth Management
Pennsylvania
$4.85K +$4.55K +98 New
WA
428
WPG Advisers
Maryland
$4.6K +$4.31K +93 New
NSIM
429
North Star Investment Management
Illinois
$4.45K -$4.17K -90 -50%
CSC
430
Caldwell Sutter Capital
California
$4.3K
SIS
431
Sound Income Strategies
Florida
$4.11K
Kayne Anderson Rudnick Investment Management
432
Kayne Anderson Rudnick Investment Management
California
$4.03K
CAM
433
Creekmur Asset Management
Illinois
$4.01K
FWA
434
FSC Wealth Advisors
New York
$3.91K
MG
435
Mather Group
Illinois
$3.91K
CFB
436
Cullen/Frost Bankers
Texas
$3.76K +$2.32K +50 +192%
AIC
437
Archer Investment Corporation
Indiana
$3.76K +$46 +1 +1%
WAG
438
Wiser Advisor Group
Arizona
$3.75K
NC
439
NewSquare Capital
Pennsylvania
$3.56K +$3.34K +72 New
FHA
440
First Horizon Advisors
Tennessee
$3.25K -$1.3K -28 -30%
DRP
441
Decker Retirement Planning
Utah
$3.17K +$2.97K +64 New
HBW
442
Hazlett, Burt & Watson
West Virginia
$3K +$93 +2 +4%
PPC
443
Park Place Capital
Alabama
$2.82K -$11.7K -252 -82%
HCM
444
Hollencrest Capital Management
California
$2.67K
W
445
WealthCollab
Washington
$2.57K
LI
446
LRI Investments
Florida
$2.51K
NECFA
447
New England Capital Financial Advisors
Connecticut
$2.47K
MFG
448
Mendota Financial Group
Wisconsin
$2.42K -$1.02K -22 -31%
CYG
449
Clean Yield Group
Vermont
$2.37K
AWM
450
Abound Wealth Management
Tennessee
$1.98K

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.