We are live on ! Find out more

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
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.8M +$1.93M +29,631 +10%
Capital Fund Management (CFM)
27
Capital Fund Management (CFM)
France
$23.4M +$2M +30,753 +10%
JP Morgan Chase
28
JP Morgan Chase
New York
$22.5M -$12M -184,688 -37%
Creative Planning
29
Creative Planning
Kansas
$22.3M +$85.2K +1,310 +0.4%
UBS Group
30
UBS Group
Switzerland
$21.4M -$46.8M -719,793 -71%
MPM
31
Meritage Portfolio Management
Kansas
$21.3M +$251K +3,857 +1%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$21.2M -$358K -5,500 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$18.9M +$1.56M +24,000 +10%
Franklin Resources
34
Franklin Resources
California
$18.5M -$671K -10,327 -4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$17.7M +$6.17M +94,859 +61%
AA
36
ABC Arbitrage
France
$17.3M +$4.77M +73,390 +43%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$16.9M +$1.85M +28,417 +14%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$16.2M -$8.95M -137,646 -38%
QCM
39
QRG Capital Management
Illinois
$16M -$10.9M -168,240 -43%
JCM
40
Janney Capital Management
Pennsylvania
$16M -$219K -3,375 -1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$15.8M +$8.48M +130,440 +141%
PC
42
Promethos Capital
Massachusetts
$14.6M +$1.06M +16,247 +8%
Mariner
43
Mariner
Kansas
$14.2M +$138K +2,121 +1%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$14M -$1.19M -18,354 -8%
Millennium Management
45
Millennium Management
New York
$13.2M +$11.2M +172,804 +1,346%
FGI
46
Foresight Global Investors
New York
$12.8M +$11.7M +180,475 New
AAIM
47
American Assets Investment Management
California
$11.8M
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$11.6M +$249K +3,833 +2%
GCM
49
Gunderson Capital Management
South Carolina
$11.5M -$404K -6,206 -4%
EI
50
Ethic Inc
New York
$10.7M +$44.5K +685 +0.5%

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.