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HSBC

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
SP
76
SIH Partners
Delaware
$4.9M – – –
LIA
77
Limestone Investment Advisors
New York
$4.9M – – –
AFG
78
Atomi Financial Group
New York
$4.86M +$528K +8,114 +13%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$4.7M +$459K +7,060 +12%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$4.53M +$1.72M +26,476 +71%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$4.45M +$1.04M +15,930 +34%
SFA
82
Sequoia Financial Advisors
Ohio
$4.36M +$304K +4,673 +8%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$4.34M +$393K +6,050 +11%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$4.26M +$38.9K +599 +1%
OPA
85
Old Port Advisors
Maine
$4.21M -$103K -1,577 -3%
S
86
SignatureFD
Georgia
$4.2M +$8.26K +127 +0.2%
CFO
87
Callan Family Office
Pennsylvania
$4M -$831K -12,775 -18%
CCA
88
Catalyst Capital Advisors
New York
$3.94M -$147K -2,255 -4%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$3.93M +$3.27M +50,241 +968%
AP
90
Americana Partners
Texas
$3.9M -$4.94K -76 -0.1%
NW
91
NewEdge Wealth
Pennsylvania
$3.89M +$1.9M +29,288 +115%
CG
92
Caprock Group
Idaho
$3.87M +$3.87M +59,569 New
Corient Private Wealth
93
Corient Private Wealth
Florida
$3.84M +$995K +15,310 +39%
Osaic Holdings
94
Osaic Holdings
Arizona
$3.78M +$1.47M +22,651 +70%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$3.78M -$648K -9,970 -16%
JWM
96
Jackson Wealth Management
Florida
$3.56M +$3.26M +50,188 New
YIH
97
Y-Intercept (HK)
Hong Kong
$3.51M +$1.25M +19,176 +63%
TI
98
TrueMark Investments
Illinois
$3.3M -$479K -7,368 -14%
IC
99
IEQ Capital
California
$3.26M +$1.23M +18,871 +70%
OC
100
Oppenheimer & Co
New York
$3.26M -$42K -646 -1%
2 3
4
5 6

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.