505 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
76
Old Port Advisors
Maine
$3.7M
AFG
77
Atomi Financial Group
New York
$3.67M
SCP
78
Stamos Capital Partners
California
$3.66M
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$3.62M
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3.6M
S
81
SignatureFD
Georgia
$3.59M
CCA
82
Catalyst Capital Advisors
New York
$3.51M
Barclays
83
Barclays
United Kingdom
$3.5M
SFA
84
Sequoia Financial Advisors
Ohio
$3.45M
TWC
85
TD Waterhouse Canada
Ontario, Canada
$3.4M
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$3.35M
AP
87
Americana Partners
Texas
$3.34M
TI
88
TrueMark Investments
Illinois
$3.27M
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$3.16M
Parallax Volatility Advisers
90
Parallax Volatility Advisers
California
$3.06M
BCI
91
Brinker Capital Investments
Pennsylvania
$2.99M
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$2.91M
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.84M
Russell Investments Group
94
Russell Investments Group
United Kingdom
$2.84M
OC
95
Oppenheimer & Co
New York
$2.83M
YCM
96
Yousif Capital Management
Michigan
$2.8M
FFM
97
Forum Financial Management
Illinois
$2.69M
LSV Asset Management
98
LSV Asset Management
Illinois
$2.59M
CIBC World Market
99
CIBC World Market
Ontario, Canada
$2.56M
CM
100
Castleark Management
Illinois
$2.56M