HSBC icon

HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$3.65M +$731K +12,731 +25%
OPA
77
Old Port Advisors
Maine
$3.62M -$54.6K -951 -1%
CCA
78
Catalyst Capital Advisors
New York
$3.47M -$248K -4,325 -7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.47M +$658K +11,463 +23%
PEAK6
80
PEAK6
Illinois
$3.43M +$3.43M +59,778 New
MML Investors Services
81
MML Investors Services
Massachusetts
$3.43M +$65.9K +1,148 +2%
S
82
SignatureFD
Georgia
$3.37M +$136K +2,367 +4%
CG
83
Caprock Group
Idaho
$3.31M +$407K +6,874 +14%
AP
84
Americana Partners
Texas
$3.28M +$601K +10,460 +22%
AFG
85
Atomi Financial Group
New York
$3.25M +$924K +16,082 +40%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$3.25M +$15.8K +275 +0.5%
SFA
87
Sequoia Financial Advisors
Ohio
$3.2M +$55.7K +970 +2%
Capital Fund Management (CFM)
88
Capital Fund Management (CFM)
France
$3.17M -$386K -6,713 -11%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$3.07M +$312K +5,431 +11%
SCP
90
Stamos Capital Partners
California
$2.95M -$2.59M -45,169 -47%
AA
91
ABC Arbitrage
France
$2.91M +$2.67M +46,559 +1,133%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$2.72M +$395K +6,884 +17%
TI
93
TrueMark Investments
Illinois
$2.62M +$2.62M +45,544 New
BCI
94
Brinker Capital Investments
Pennsylvania
$2.6M +$187K +3,261 +8%
OPS
95
Orion Portfolio Solutions
Nebraska
$2.6M +$187K +3,261 +8%
AWA
96
Arkadios Wealth Advisors
Georgia
$2.58M +$2.58M +44,903 New
FFM
97
Forum Financial Management
Illinois
$2.49M – – –
OC
98
Oppenheimer & Co
New York
$2.48M +$582K +10,135 +31%
YCM
99
Yousif Capital Management
Michigan
$2.46M – – –
BIP
100
Brandes Investment Partners
California
$2.24M -$472K -8,219 -17%
2 3
4
5 6