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HSBC
HSBC

Overview Fund Activity

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
+4
Holders Change %
+0.8%
% of All Funds
6.76%
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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.04B
2
Goldman Sachs
Goldman Sachs
New York
$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$204M
5
Renaissance Technologies
Renaissance Technologies
New York
$39.6M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$128M
3
Millennium Management
Millennium Management
New York
$780K
4
Morgan Stanley
Morgan Stanley
New York
$382M
5
GQG Partners
GQG Partners
Florida
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$1.65M -$239K -3,937 -13%
IC
127
IEQ Capital
California
$1.65M +$298K +4,896 +22%
ACM
128
Ativo Capital Management
Illinois
$1.65M -$48.3K -795 -3%
PHS
129
Pekin Hardy Strauss
Illinois
$1.61M +$1.61M +26,525 New
FCMA
130
Foresight Capital Management Advisors
Michigan
$1.61M -$65.8K -1,083 -4%
BP
131
Ballentine Partners
Massachusetts
$1.61M +$4.86K +80 +0.3%
NW
132
NewEdge Wealth
Pennsylvania
$1.61M +$1.61M +25,567 New
GIM
133
Glenmede Investment Management
Pennsylvania
$1.6M +$1.6M +26,305 New
BIG
134
Brooklyn Investment Group
New York
$1.59M +$706K +11,612 +79%
NA
135
NewEdge Advisors
Louisiana
$1.59M +$404K +6,638 +34%
CCA
136
Checchi Capital Advisers
California
$1.59M -$31.2K -513 -2%
AWA
137
Aaron Wealth Advisors
Illinois
$1.56M +$52.8K +869 +4%
VT
138
Vise Technologies
New York
$1.54M +$1.54M +25,392 New
EWA
139
Exencial Wealth Advisors
Oklahoma
$1.53M +$517K +8,506 +51%
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$1.52M +$1.52M +24,980 New
MCM
141
MAI Capital Management
Ohio
$1.51M +$189K +3,113 +14%
P
142
&Partners
Tennessee
$1.49M -$2.86K -47 -0.2%
QT
143
Quantbot Technologies
New York
$1.48M +$1.48M +24,279 New
ECM
144
Evergreen Capital Management
Washington
$1.45M +$61.3K +1,009 +4%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$1.45M +$1.16M +19,058 +402%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$1.45M -$337K -5,561 -19%
IC
147
Iconiq Capital
California
$1.44M +$82K +1,349 +6%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$1.43M +$14.1K +232 +1%
CL
149
Choreo LLC
Illinois
$1.43M +$64.4K +1,060 +5%
CCM
150
Coldstream Capital Management
Washington
$1.43M +$715K +11,758 +101%
4 5
6
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