505 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, 212 increasing their positions, 126 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
505
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
FFO
451
Fortitude Family Office
Arizona
$10.3K
RF
452
Roxbury Financial
New Jersey
$10.2K
CFFP
453
Center for Financial Planning
Michigan
$9.91K
HWA
454
HHM Wealth Advisors
Tennessee
$9.61K
LCM
455
Logan Capital Management
Pennsylvania
$9.42K
FHA
456
First Horizon Advisors
Tennessee
$9.29K
DSC
457
Duncker Streett & Co
Missouri
$9K
LWMI
458
Legacy Wealth Management (Idaho)
Idaho
$8.75K
LIS
459
Legacy Investment Solutions
Idaho
$8.75K
CFO
460
CVA Family Office
Colorado
$8.27K
FCG
461
Financial Connections Group
California
$8K
PP
462
PrairieView Partners
Minnesota
$8K
GSWM
463
Golden State Wealth Management
California
$7.31K
Axa
464
Axa
France
$7.17K
OLVIG
465
Oliver Lagore Vanvalin Investment Group
Michigan
$6.2K
MSG
466
Main Street Group
Virginia
$6.08K
HI
467
Hoey Investments
Pennsylvania
$6.08K
IHWM
468
Iron Horse Wealth Management
Iowa
$6.08K
CBT
469
CoreFirst Bank & Trust
Kansas
$6.08K
CAM
470
Chesapeake Asset Management
New York
$6.08K
FIA
471
FNY Investment Advisers
New York
$6K
OP
472
ORG Partners
Indiana
$5.91K
SC
473
Stephens Consulting
Michigan
$5.78K
WA
474
WPG Advisers
Maryland
$5.65K
NSIM
475
North Star Investment Management
Illinois
$5.47K