421 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 162 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+6
Holders Change %
+1.45%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
162
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$12.3M -$7.99M -176,700 -39%
Creative Planning
27
Creative Planning
Kansas
$10M +$866K +19,165 +9%
Charles Schwab
28
Charles Schwab
California
$9.75M +$1.24M +27,495 +15%
QCM
29
Quantinno Capital Management
New York
$8.13M -$537K -11,876 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$7.82M +$4.33M +94,991 +124%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.8M +$489K +10,960 +7%
Ameriprise
32
Ameriprise
Minnesota
$7.72M -$96K -2,123 -1%
AAIM
33
American Assets Investment Management
California
$7.54M
Mariner
34
Mariner
Kansas
$7.54M +$254K +5,622 +3%
PC
35
Promethos Capital
Massachusetts
$7.35M -$38.1K -844 -0.5%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$7.15M -$1.85K -41 -0%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.14M +$1.09M +24,080 +18%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.88M -$303K -6,698 -4%
RG
39
Renaissance Group
Kentucky
$6.85M -$144K -3,192 -2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$6.67M +$581K +12,866 +10%
SSA
41
Schonfeld Strategic Advisors
New York
$6.35M +$6.35M +140,454 New
EI
42
Ethic Inc
New York
$6.33M -$894K -22,716 -12%
Stifel Financial
43
Stifel Financial
Missouri
$6.24M +$1.78M +39,465 +40%
IF
44
Insight Folios
North Carolina
$5.91M +$420K +9,299 +8%
HAI
45
Hennessy Advisors Inc
California
$5.87M
RWM
46
Ritholtz Wealth Management
New York
$5.68M +$1.09M +24,149 +24%
LPL Financial
47
LPL Financial
California
$5.63M +$65.5K +1,450 +1%
RAM
48
Ramirez Asset Management
New York
$5.28M +$86.2K +1,907 +2%
M&T Bank
49
M&T Bank
New York
$5.19M -$87.4K -1,933 -2%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$5.08M -$2.15M -47,634 -30%