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 %
OPA
76
Old Port Advisors
Maine
$3.7M -$137K -2,260 -4%
AFG
77
Atomi Financial Group
New York
$3.67M +$228K +3,747 +7%
SCP
78
Stamos Capital Partners
California
$3.66M +$541K +8,907 +17%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$3.62M +$3.62M +59,484 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3.6M -$261K -4,293 -7%
S
81
SignatureFD
Georgia
$3.59M +$22.9K +376 +0.6%
CCA
82
Catalyst Capital Advisors
New York
$3.51M -$163K -2,675 -4%
Barclays
83
Barclays
United Kingdom
$3.5M +$2.73M +44,904 +353%
SFA
84
Sequoia Financial Advisors
Ohio
$3.45M +$59K +971 +2%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$3.4M +$2.65M +44,003 +353%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$3.35M +$99.7K +1,640 +3%
AP
87
Americana Partners
Texas
$3.34M -$130K -2,131 -4%
TI
88
TrueMark Investments
Illinois
$3.27M +$506K +8,326 +18%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$3.16M -$281K -4,625 -8%
Parallax Volatility Advisers
90
Parallax Volatility Advisers
California
$3.06M -$4.25M -69,954 -58%
BCI
91
Brinker Capital Investments
Pennsylvania
$2.99M +$246K +4,043 +9%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$2.91M -$765K -12,585 -21%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.84M +$474K +7,802 +20%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$2.84M +$685K +11,270 +32%
OC
95
Oppenheimer & Co
New York
$2.83M +$201K +3,305 +8%
YCM
96
Yousif Capital Management
Michigan
$2.8M +$191K +3,140 +7%
Corient Private Wealth
97
Corient Private Wealth
Florida
$2.77M +$1.32M +33,821 +90%
FFM
98
Forum Financial Management
Illinois
$2.69M +$56.5K +929 +2%
LSV Asset Management
99
LSV Asset Management
Illinois
$2.59M +$2.59M +42,600 New
CIBC World Market
100
CIBC World Market
Ontario, Canada
$2.56M +$247K +4,069 +11%