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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

Funds ownership: 1.5%0.3% (-1.2%)

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% 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
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
451
Key Financial Inc
Pennsylvania
$1.93K
CWC
452
Carolinas Wealth Consulting
North Carolina
$1.64K -$2.32K -50 -60%
Axa
453
Axa
France
$1.63K
TSMHT
454
Thurston Springer Miller Herd & Titak
Indiana
$1.63K
PA
455
Pineridge Advisors
Missouri
$1.24K
TCM
456
Tradewinds Capital Management
Washington
$1.24K +$1.16K +25 New
CA
457
Clearstead Advisors
Ohio
$897 +$835 +18 New
NFSG
458
Newbridge Financial Services Group
Florida
$841 +$789 +17 New
HNW
459
High Note Wealth
Minnesota
$742 +$696 +15 New
LSA
460
Leonteq Securities AG
Switzerland
$346
S
461
Sachetta
Massachusetts
$237 +$232 +5 New
WBC
462
West Branch Capital
Massachusetts
$161
RS
463
Rakuten Securities
Japan
$99 -$418 -9 -82%
NS
464
NBC Securities
Alabama
$95 -$88.5K -1,907 -100%
RFG
465
REAP Financial Group
Texas
$46 +$46 +1 New
MIF
466
Mediolanum International Funds
Ireland
-$28.2M -3,095,699 Closed
RG
467
Renaissance Group
Kentucky
-$6.85M -151,637 Closed
IAIM
468
International Assets Investment Management
Florida
-$2.68K -121,200 Closed
EGM
469
Engineers Gate Manager
New York
-$3.17M -70,117 Closed
HF
470
HRT Financial
New York
-$2.54M -56,247 Closed
FTDI
471
First Trust Direct Indexing
Massachusetts
-$2.27M -50,238 Closed
SEC
472
Seven Eight Capital
New York
-$1.92M -42,510 Closed
LGF
473
LGT Group Foundation
Liechtenstein
-$1.21M -26,815 Closed
MIS
474
Morningstar Investment Services
Illinois
-$1.17M -25,533 Closed
Twin Tree Management
475
Twin Tree Management
Texas
-$966K -20,823 Closed

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.