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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
CAM
476
Costello Asset Management
Pennsylvania
$14.2K
SSG
477
Summit Securities Group
New York
$14.2K
VNA
478
Valley National Advisers
Pennsylvania
$14K
BBHC
479
Brown Brothers Harriman & Co
New York
$14K +$7.67K +118 +149%
DFC
480
DB Fitzpatrick & Co
Idaho
$13.8K -$5.2K -80 -29%
BTD
481
BankPlus Trust Department
Mississippi
$13.6K
CIAM
482
Caitong International Asset Management
Hong Kong
$13.6K -$58.6K -901 -83%
Federated Hermes
483
Federated Hermes
Pennsylvania
$13.5K -$845 -13 -6%
VWA
484
Valued Wealth Advisors
Utah
$13.4K
PWA
485
Principia Wealth Advisory
Texas
$12.8K +$7.48K +115 +174%
AUB
486
Atlantic Union Bankshares
Virginia
$12.8K
MCI
487
MRP Capital Investments
Georgia
$12.2K
FFO
488
Fortitude Family Office
Arizona
$12K
RF
489
Roxbury Financial
New Jersey
$11.9K
CFFP
490
Center for Financial Planning
Michigan
$11.6K
BIA
491
Bell Investment Advisors
California
$11.5K -$1.76K -27 -14%
VWM
492
Vermillion Wealth Management
Minnesota
$11.4K +$10.4K +160 New
HWA
493
HHM Wealth Advisors
Tennessee
$11.2K
LCM
494
Logan Capital Management
Pennsylvania
$11K
FC
495
Financial Consulate
Maryland
$10.7K +$9.82K +151 New
DSC
496
Duncker Streett & Co
Missouri
$10.5K
FCG
497
Financial Connections Group
California
$10K
CFO
498
CVA Family Office
Colorado
$9.65K
FPB
499
First PREMIER Bank
South Dakota
$9K +$8.52K +131 New
GSWM
500
Golden State Wealth Management
California
$8.59K +$65 +1 +0.8%

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.