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512 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 128

31% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $4.3B → $4.68B (+$382M)

1% more funds holding

Funds holding: 506512 (+6)

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
512
Holders Change
+6
Holders Change %
+1.19%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
213
Reduced
128
Closed
55
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
426
Bessemer Group
New Jersey
$25K -$26.1K -458 -53%
IWM
427
Inlight Wealth Management
Georgia
$24.3K
CPG
428
Cornerstone Planning Group
New Jersey
$23.6K +$5.63K +99 +35%
HWP
429
Highline Wealth Partners
California
$23.5K
HI
430
Harbour Investments
Wisconsin
$21.9K
AT
431
Arlington Trust
Alabama
$20.4K
FC
432
Fairscale Capital
New Hampshire
$19.7K +$18.3K +321 New
CIA
433
Cape Investment Advisory
Georgia
$19.6K +$4.95K +87 +37%
PWA
434
Physician Wealth Advisors
Utah
$16.8K +$740 +13 +5%
DFC
435
DB Fitzpatrick & Co
Idaho
$16.7K +$7.12K +125 +83%
RF
436
Robinswood Financial
Washington
$16.2K
BCWM
437
Bartlett & Co Wealth Management
Ohio
$15.4K
BI
438
Binnacle Investments
Iowa
$15K +$7.68K +135 +122%
AP
439
Atwood & Palmer
Missouri
$14.2K +$13.3K +233 New
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$13.8K -$80.5K -1,415 -86%
SC
441
SouthState Corp
Florida
$13.6K
PMFA
442
Plante Moran Financial Advisors
Michigan
$13.3K -$21.9K -385 -64%
TCOT
443
Trust Company of Toledo
Ohio
$13K +$12.2K +214 New
Federated Hermes
444
Federated Hermes
Pennsylvania
$12.3K
ZBNA
445
Zions Bancorporation, National Association
Utah
$12.3K -$57 -1 -0.5%
SSG
446
Summit Securities Group
New York
$12.2K -$39.8K -700 -78%
MCI
447
MRP Capital Investments
Georgia
$12.2K -$11.4K -200 -50%
CAM
448
Costello Asset Management
Pennsylvania
$12.2K
CI
449
CX Institutional
Indiana
$12K
VNA
450
Valley National Advisers
Pennsylvania
$12K

HSBC Hedge Fund Activity: Q2 2025 in Review

512 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2025, worth a combined $4.68B — up 8.9% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HSBC positions and 55 closed out — a net gain of 17 holders — while 213 added to existing stakes and 128 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $81.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $59.6M sold.

  • 512 institutional investors held HSBC (HSBC) as of Q2 2025, up from 506 in Q1 2025.
  • Funds reported $4.68B of HSBC stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 72 funds opened new HSBC positions in Q2 2025 and 55 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q2 2025 was Fisher Asset Management, an estimated $81.4M added.
  • The largest HSBC seller in Q2 2025 was Arrowstreet Capital, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.