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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: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512 → 554 (+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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$53M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$23.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M
5
Morgan Stanley
Morgan Stanley
New York
+$13.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$46.8M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$12.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$12M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
QCM
QRG Capital Management
Illinois
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$10.7M +$2.67M +40,995 +37%
RWM
52
Ritholtz Wealth Management
New York
$9.96M +$490K +7,535 +6%
SEI Investments
53
SEI Investments
Pennsylvania
$9.46M +$487K +7,484 +6%
VPIM
54
Vanguard Personalized Indexing Management
California
$8.86M +$468K +7,196 +6%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$8.71M -$415K -6,387 -5%
M&T Bank
56
M&T Bank
New York
$8.53M +$31.3K +482 +0.4%
AFWM
57
AMJ Financial Wealth Management
Virginia
$8.44M +$3.68M +56,624 +91%
Stifel Financial
58
Stifel Financial
Missouri
$8.26M -$137K -2,106 -2%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$7.88M +$515K +7,917 +8%
Ameriprise
60
Ameriprise
Minnesota
$7.83M -$615K -9,454 -8%
MML Investors Services
61
MML Investors Services
Massachusetts
$7.8M +$1.71M +26,228 +31%
Cerity Partners
62
Cerity Partners
New York
$7.67M +$607K +9,332 +9%
MHP
63
Manatuck Hill Partners
Connecticut
$7.63M – – –
HAI
64
Hennessy Advisors Inc
California
$7.55M -$111K -1,700 -2%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$7.39M -$52K -800 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
66
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M -$12.1M -185,572 -64%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$7.11M -$7.63M -117,327 -54%
NW
68
Naviter Wealth
Arkansas
$6.15M +$171K +2,631 +3%
Truist Financial
69
Truist Financial
North Carolina
$6.03M +$267K +4,106 +5%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$5.91M +$1.72M +26,439 +47%
BCI
71
Brinker Capital Investments
Pennsylvania
$5.53M +$1.87M +28,701 +58%
FMI
72
Factory Mutual Insurance
Massachusetts
$5.5M +$5.04M +77,552 New
VA
73
Vident Advisory
Georgia
$5.42M -$5.59K -86 -0.1%
SA
74
Shilanski & Associates
Alaska
$5.14M +$4.71M +72,432 New
GIC
75
Generali Investments CEE
Czech Republic
$5.11M -$1.79M -27,500 -28%
1 2
3
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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.