504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
52
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$7.85M -$107K -1,755 -1%
SEI Investments
52
SEI Investments
Pennsylvania
$7.65M +$642K +10,565 +9%
Ameriprise
53
Ameriprise
Minnesota
$7.28M -$4.97M -81,772 -41%
M&T Bank
54
M&T Bank
New York
$7.28M +$167K +2,753 +2%
Stifel Financial
55
Stifel Financial
Missouri
$7.2M -$877K -14,432 -11%
VPIM
56
Vanguard Personalized Indexing Management
California
$7.15M +$543K +8,932 +8%
US Bancorp
57
US Bancorp
Minnesota
$6.69M -$41.4K -681 -0.6%
HAI
58
Hennessy Advisors Inc
California
$6.57M
MHP
59
Manatuck Hill Partners
Connecticut
$6.53M
Two Sigma Advisers
60
Two Sigma Advisers
New York
$6.38M +$754K +12,400 +13%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$6.26M +$5.17M +85,026 +471%
GIC
62
Generali Investments CEE
Czech Republic
$6.05M +$1.21M +19,884 +25%
Cerity Partners
63
Cerity Partners
New York
$6M +$179K +2,940 +3%
QCG
64
Quadrant Capital Group
Ohio
$5.85M -$1.2M -19,761 -17%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$5.62M +$527K +8,661 +10%
ACM
66
Aquatic Capital Management
Illinois
$5.5M +$4.69M +77,125 +579%
NW
67
Naviter Wealth
Arkansas
$5.11M +$156K +2,560 +3%
MML Investors Services
68
MML Investors Services
Massachusetts
$5.09M +$1.46M +23,964 +40%
Truist Financial
69
Truist Financial
North Carolina
$4.92M -$185K -3,043 -4%
VA
70
Vident Advisory
Georgia
$4.65M +$483K +7,947 +12%
CFO
71
Callan Family Office
Pennsylvania
$4.2M +$3.05M +50,235 +266%
SP
72
SIH Partners
Delaware
$4.2M
LIA
73
Limestone Investment Advisors
New York
$4.2M +$4.2M +69,037 New
Neuberger Berman Group
74
Neuberger Berman Group
New York
$3.84M +$963K +15,842 +33%
AFWM
75
AMJ Financial Wealth Management
Virginia
$3.78M +$3.78M +62,213 New