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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
FNWA
526
Financial Network Wealth Advisors
Utah
$3.19K
BLC
527
Brown, Lisle/Cummings
Rhode Island
$3.1K
CA
528
Centerpoint Advisors
Massachusetts
$3K +$2.6K +40 New
WAG
529
Wiser Advisor Group
Arizona
$2.91K +$2.67K +41 New
BHWM
530
Beaird Harris Wealth Management
Texas
$2.85K +$650 +10 +33%
KFI
531
Key Financial Inc
Pennsylvania
$2.78K
CA
532
Crewe Advisors
Utah
$2.56K +$2.34K +36 New
WA
533
Westfuller Advisors
New York
$2.45K +$2.28K +35 New
DJSG
534
D.J. St. Germain
Massachusetts
$2.41K +$2.21K +34 New
PP
535
Pacifica Partners
Canada
$2.14K
CTC
536
Central Trust Company
Missouri
$2.13K +$1.95K +30 New
AWM
537
Abound Wealth Management
Tennessee
$1.85K
FCAS
538
First Command Advisory Services
Texas
$1.84K
NSG
539
Nalls Sherbakoff Group
Tennessee
$1.77K
DF
540
Dunhill Financial
United Kingdom
$1.51K +$1.36K +21 New
KG
541
Kilter Group
New York
$1.42K +$455 +7 +54%
MSWA
542
Marshall & Sterling Wealth Advisors
New York
$1.42K +$1.3K +20 New
NSIM
543
North Star Investment Management
Illinois
$1.35K -$4.62K -71 -79%
WWA
544
Wealth Watch Advisors
Colorado
$1.28K +$1.17K +18 New
CJ
545
Caitlin John
Michigan
$1.14K +$1.04K +16 New
RF
546
Rossby Financial
Florida
$1.07K +$975 +15 New
PAM
547
Palisade Asset Management
Minnesota
$852 +$780 +12 New
TPBG
548
Turning Point Benefit Group
Maryland
$784 +$715 +11 New
OCM
549
Orion Capital Management
California
$568 +$520 +8 New
GWSG
550
GPS Wealth Strategies Group
Colorado
$497

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.