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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 %
ZBNA
426
Zions Bancorporation, National Association
Utah
$11.7K +$11.7K +204 New
Federated Hermes
427
Federated Hermes
Pennsylvania
$11.7K -$1.61K -28 -12%
CAM
428
Costello Asset Management
Pennsylvania
$11.5K +$11.5K +200 New
BIA
429
Bell Investment Advisors
California
$11.4K +$1.67K +29 +17%
VWA
430
Valued Wealth Advisors
Utah
$11.2K – – –
BTD
431
BankPlus Trust Department
Mississippi
$11K – – –
VNA
432
Valley National Advisers
Pennsylvania
$11K -$5.5K -100 -33%
CFD
433
Creative Financial Designs
Indiana
$11K +$11K +191 New
SSB
434
Sandy Spring Bank
Maryland
$10.3K – – –
RF
435
Roxbury Financial
New Jersey
$10.1K – – –
SWIM
436
Smallwood Wealth Investment Management
New Jersey
$9.94K +$9.94K +173 New
NC
437
NewSquare Capital
Pennsylvania
$9.82K +$5.69K +99 +138%
PTC
438
Private Trust Company
Ohio
$9.82K +$9.82K +171 New
FFO
439
Fortitude Family Office
Arizona
$9.71K – – –
TC
440
Truvestments Capital
Florida
$9.48K +$9.48K +165 New
CFFP
441
Center for Financial Planning
Michigan
$9.36K – – –
HWA
442
HHM Wealth Advisors
Tennessee
$9.07K – – –
RS
443
Rakuten Securities
Japan
$8.96K +$8.84K +154 +7,700%
LCM
444
Logan Capital Management
Pennsylvania
$8.9K – – –
CFO
445
CVA Family Office
Colorado
$8.84K – – –
DFC
446
DB Fitzpatrick & Co
Idaho
$8.62K +$8.62K +150 New
DSC
447
Duncker Streett & Co
Missouri
$8.5K – – –
LWMI
448
Legacy Wealth Management (Idaho)
Idaho
$8.27K – – –
FCG
449
Financial Connections Group
California
$8K – – –
SIS
450
Sound Income Strategies
Florida
$7.8K +$3.04K +53 +64%
16 17
18
19 20