507 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
426
Highline Wealth Partners
California
$23.5K
HI
427
Harbour Investments
Wisconsin
$21.9K
AT
428
Arlington Trust
Alabama
$20.4K
FC
429
Fairscale Capital
New Hampshire
$19.7K
CIA
430
Cape Investment Advisory
Georgia
$19.6K
PWA
431
Physician Wealth Advisors
Utah
$16.8K
DFC
432
DB Fitzpatrick & Co
Idaho
$16.7K
BCWM
433
Bartlett & Co Wealth Management
Ohio
$15.4K
BI
434
Binnacle Investments
Iowa
$15K
AP
435
Atwood & Palmer
Missouri
$14.2K
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$13.8K
SC
437
SouthState Corp
Florida
$13.6K
PMFA
438
Plante Moran Financial Advisors
Michigan
$13.3K
TCOT
439
Trust Company of Toledo
Ohio
$13K
Federated Hermes
440
Federated Hermes
Pennsylvania
$12.3K
ZBNA
441
Zions Bancorporation, National Association
Utah
$12.3K
SSG
442
Summit Securities Group
New York
$12.2K
MCI
443
MRP Capital Investments
Georgia
$12.2K
CAM
444
Costello Asset Management
Pennsylvania
$12.2K
VNA
445
Valley National Advisers
Pennsylvania
$12K
CI
446
CX Institutional
Indiana
$12K
BTD
447
BankPlus Trust Department
Mississippi
$11.7K
CFD
448
Creative Financial Designs
Indiana
$11.6K
BIA
449
Bell Investment Advisors
California
$11.5K
VWA
450
Valued Wealth Advisors
Utah
$11.5K