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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

Funds ownership: 1.5%0.3% (-1.2%)

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$40K +863 +2%
CG
77
Caprock Group
Idaho
$2.43M +$441K +9,499 +24%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$2.42M +$121K +2,615 +6%
Corient Private Wealth
79
Corient Private Wealth
Florida
$2.38M -$30.1K -648 -1%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$2.37M -$31.8K -685 -1%
BIP
81
Brandes Investment Partners
California
$2.34M +$5.75K +124 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.31M +$1.43M +30,865 +194%
AP
83
Americana Partners
Texas
$2.31M +$1.26M +27,227 +140%
FFM
84
Forum Financial Management
Illinois
$2.14M +$766K +16,516 +62%
Barclays
85
Barclays
United Kingdom
$2.14M +$109K +2,343 +6%
YCM
86
Yousif Capital Management
Michigan
$2.12M -$92.8K -2,000 -4%
BCI
87
Brinker Capital Investments
Pennsylvania
$2.07M +$367K +7,908 +23%
OPS
88
Orion Portfolio Solutions
Nebraska
$2.07M +$367K +7,908 +23%
EARNEST Partners
89
EARNEST Partners
Georgia
$2.03M -$21.9K -473 -1%
AFG
90
Atomi Financial Group
New York
$2.01M +$347K +7,490 +23%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$2M +$117K +2,524 +7%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$1.99M +$16.2K +349 +0.9%
RP
93
Raelipskie Partnership
Ontario, Canada
$1.95M
RPSA
94
Richard P. Slaughter Associates
Texas
$1.93M -$63.9K -1,378 -3%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$1.93M +$211K +4,552 +13%
XT
96
XTX Topco
Cayman Islands
$1.82M -$301K -6,490 -15%
AAM
97
Advisors Asset Management
Colorado
$1.79M -$39.5K -852 -2%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$1.77M +$12.6K +272 +0.8%
TFS
99
Thoroughbred Financial Services
Tennessee
$1.76M -$7.19K -155 -0.4%
YIH
100
Y-Intercept (HK)
Hong Kong
$1.76M -$459K -9,901 -22%

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.