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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
HWP
451
Highline Wealth Partners
California
$33.1K +$5.27K +81 +21%
RWS
452
Retirement Wealth Solutions
Wisconsin
$31.7K +$29.1K +447 New
FFA
453
Frazier Financial Advisors
Ohio
$31.6K +$1.95K +30 +7%
BI
454
Binnacle Investments
Iowa
$31.5K +$12.9K +198 +80%
CA
455
CoreCap Advisors
Michigan
$30.5K
TIM
456
Tortoise Investment Management
New York
$29.7K
BWAM
457
Boyd Watterson Asset Management
Ohio
$29.5K -$6.24K -96 -19%
IWM
458
Inlight Wealth Management
Georgia
$28.4K
CPG
459
Cornerstone Planning Group
New Jersey
$26.8K
MWPCG
460
Measured Wealth Private Client Group
New Hampshire
$26.2K +$24K +369 New
CIA
461
Cape Investment Advisory
Georgia
$25.8K +$2.67K +41 +13%
MG
462
Mather Group
Illinois
$24.9K +$22.8K +351 New
AT
463
Arlington Trust
Alabama
$23.8K
FC
464
Fairscale Capital
New Hampshire
$22.8K
PWA
465
Physician Wealth Advisors
Utah
$20.1K +$455 +7 +3%
RF
466
Robinswood Financial
Washington
$18.9K
BCWM
467
Bartlett & Co Wealth Management
Ohio
$18K
BFS
468
Bare Financial Services
Pennsylvania
$17K +$4.1K +63 +36%
AIM
469
AXA Investment Managers
France
$16.8K +$15.3K +236 New
AP
470
Atwood & Palmer
Missouri
$16.5K
ZBNA
471
Zions Bancorporation, National Association
Utah
$15.9K +$1.36K +21 +10%
PMFA
472
Plante Moran Financial Advisors
Michigan
$15.5K
TCOT
473
Trust Company of Toledo
Ohio
$15.2K
CFD
474
Creative Financial Designs
Indiana
$15.1K +$1.43K +22 +12%
CI
475
CX Institutional
Indiana
$15K

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.