HSBC icon

HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
26
Meritage Portfolio Management
Kansas
$17.8M -$487K -8,478 -3%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$17.4M +$17.4M +303,500 New
Charles Schwab
28
Charles Schwab
California
$17.2M +$2.2M +38,328 +15%
Creative Planning
29
Creative Planning
Kansas
$17.2M +$1.75M +30,509 +11%
Franklin Resources
30
Franklin Resources
California
$17M -$5.83M -101,518 -26%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$15.9M -$4.03M -70,136 -20%
QCM
32
Quantinno Capital Management
New York
$15.8M +$2.9M +50,488 +23%
Wells Fargo
33
Wells Fargo
California
$15.7M -$927K -16,137 -6%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$15.4M -$489K -8,514 -3%
LPL Financial
35
LPL Financial
California
$13.4M +$4.6M +80,132 +52%
JCM
36
Janney Capital Management
Pennsylvania
$13.4M +$2.55M +44,348 +24%
HighTower Advisors
37
HighTower Advisors
Illinois
$12.6M +$3.16M +54,966 +34%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$12M +$1.43M +24,981 +14%
Ameriprise
39
Ameriprise
Minnesota
$11.7M +$1.84M +31,826 +19%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$11.1M +$5.18M +90,255 +88%
Mariner
41
Mariner
Kansas
$10.5M -$280K -4,877 -3%
GQG Partners
42
GQG Partners
Florida
$10.4M +$506K +8,805 +5%
PC
43
Promethos Capital
Massachusetts
$10.4M +$1.19M +20,711 +13%
GCM
44
Gunderson Capital Management
South Carolina
$10.3M +$10.3M +179,124 New
EI
45
Ethic Inc
New York
$9.78M -$217K -3,787 -2%
AAIM
46
American Assets Investment Management
California
$9.59M – – –
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$9.55M +$80.2K +1,387 +0.8%
RWM
48
Ritholtz Wealth Management
New York
$7.91M -$190K -3,311 -2%
Stifel Financial
49
Stifel Financial
Missouri
$7.63M -$199K -3,457 -3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$7.52M -$547K -9,530 -7%
1
2
3 4 5