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554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$75.1K +$34.3K +528 +100%
AF
427
Advisornet Financial
Minnesota
$73.5K
WIM
428
Westside Investment Management
California
$72.8K +$33.2K +510 +100%
PTC
429
Private Trust Company
Ohio
$70.1K +$14.6K +225 +29%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$64.4K
PWAM
431
Private Wealth Asset Management
Iowa
$62K
SWM
432
Spire Wealth Management
Virginia
$58.9K +$650 +10 +1%
SOW
433
State of Wyoming
Wyoming
$57.1K -$53.3K -820 -50%
HDIM
434
Hanson & Doremus Investment Management
Vermont
$57K
BCM
435
Berbice Capital Management
New York
$56.8K +$13K +200 +33%
TWD
436
True Wealth Design
Ohio
$55.4K +$50.7K +780 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$54.3K -$2.41K -37 -5%
HI
438
Harbour Investments
Wisconsin
$50.5K +$22.8K +351 +97%
PAM
439
Paradigm Asset Management
New York
$49.7K
FMP
440
Financial Management Professionals
Texas
$49K -$2.28K -35 -5%
MA
441
MCF Advisors
Kentucky
$48.9K
WANY
442
Wealthspire Advisors (New York)
New York
$46.6K +$42.7K +656 New
AAS
443
Ameritas Advisory Services
Nebraska
$44.5K -$1.17K -18 -3%
RFP
444
Root Financial Partners
California
$43.3K +$39.7K +610 New
LFG
445
Larson Financial Group
Missouri
$41.9K -$20.7K -319 -35%
JWM
446
JPL Wealth Management
Colorado
$41.2K +$37.7K +580 New
EP
447
Essential Partners
California
$36.5K +$33.4K +514 New
CAL
448
Capital Analysts LLC
Pennsylvania
$36K
GKIM
449
GW&K Investment Management
Massachusetts
$35K
ST
450
Smithfield Trust
Pennsylvania
$34K

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.