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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
6.12%
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 %
CSC
426
Caldwell Sutter Capital
California
$4.3K – – –
SIS
427
Sound Income Strategies
Florida
$4.11K – – –
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$4.03K – – –
CAM
429
Creekmur Asset Management
Illinois
$4.01K – – –
MG
430
Mather Group
Illinois
$3.91K – – –
FWA
431
FSC Wealth Advisors
New York
$3.91K – – –
CFB
432
Cullen/Frost Bankers
Texas
$3.76K +$2.47K +50 +192%
AIC
433
Archer Investment Corporation
Indiana
$3.76K +$49 +1 +1%
WAG
434
Wiser Advisor Group
Arizona
$3.75K – – –
NC
435
NewSquare Capital
Pennsylvania
$3.56K +$3.56K +72 New
FHA
436
First Horizon Advisors
Tennessee
$3.25K -$1.4K -28 -30%
DRP
437
Decker Retirement Planning
Utah
$3.17K +$3.17K +64 New
HBW
438
Hazlett, Burt & Watson
West Virginia
$3K +$118 +2 +4%
PPC
439
Park Place Capital
Alabama
$2.82K -$12.5K -252 -82%
HCM
440
Hollencrest Capital Management
California
$2.67K – – –
W
441
WealthCollab
Washington
$2.57K – – –
LI
442
LRI Investments
Florida
$2.51K – – –
NECFA
443
New England Capital Financial Advisors
Connecticut
$2.47K – – –
MFG
444
Mendota Financial Group
Wisconsin
$2.42K -$1.09K -22 -31%
CYG
445
Clean Yield Group
Vermont
$2.37K – – –
AWM
446
Abound Wealth Management
Tennessee
$1.98K – – –
KFI
447
Key Financial Inc
Pennsylvania
$1.93K – – –
CWC
448
Carolinas Wealth Consulting
North Carolina
$1.64K -$2.41K -50 -60%
TSMHT
449
Thurston Springer Miller Herd & Titak
Indiana
$1.63K – – –
Axa
450
Axa
France
$1.63K – – –
16 17
18
19 20