We are live on ! Find out more

512 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, 213 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 128

31% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $4.3B → $4.68B (+$382M)

1% more funds holding

Funds holding: 506512 (+6)

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
512
Holders Change
+6
Holders Change %
+1.19%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
213
Reduced
128
Closed
55
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$1.65M -$224K -3,937 -13%
IC
127
IEQ Capital
California
$1.65M +$279K +4,896 +22%
ACM
128
Ativo Capital Management
Illinois
$1.65M -$45.3K -795 -3%
PHS
129
Pekin Hardy Strauss
Illinois
$1.61M +$1.51M +26,525 New
FCMA
130
Foresight Capital Management Advisors
Michigan
$1.61M -$61.6K -1,083 -4%
BP
131
Ballentine Partners
Massachusetts
$1.61M +$4.55K +80 +0.3%
NW
132
NewEdge Wealth
Pennsylvania
$1.61M +$1.46M +25,567 New
GIM
133
Glenmede Investment Management
Pennsylvania
$1.6M +$1.5M +26,305 New
BIG
134
Brooklyn Investment Group
New York
$1.59M +$661K +11,612 +79%
NA
135
NewEdge Advisors
Louisiana
$1.59M +$378K +6,638 +34%
CCA
136
Checchi Capital Advisers
California
$1.59M -$29.2K -513 -2%
AWA
137
Aaron Wealth Advisors
Illinois
$1.56M +$49.5K +869 +4%
VT
138
Vise Technologies
New York
$1.54M +$1.45M +25,392 New
EWA
139
Exencial Wealth Advisors
Oklahoma
$1.53M +$484K +8,506 +51%
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$1.52M +$1.42M +24,980 New
MCM
141
MAI Capital Management
Ohio
$1.51M +$177K +3,113 +14%
P
142
&Partners
Tennessee
$1.49M -$2.67K -47 -0.2%
QT
143
Quantbot Technologies
New York
$1.48M +$1.38M +24,279 New
ECM
144
Evergreen Capital Management
Washington
$1.45M +$57.4K +1,009 +4%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$1.45M +$1.08M +19,058 +402%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$1.45M -$317K -5,561 -19%
IC
147
Iconiq Capital
California
$1.44M +$76.8K +1,349 +6%
SC
148
Savant Capital
Illinois
$1.44M +$403K +7,077 +43%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.43M +$13.2K +232 +1%
CL
150
Choreo LLC
Illinois
$1.43M +$60.3K +1,060 +5%

HSBC Hedge Fund Activity: Q2 2025 in Review

512 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2025, worth a combined $4.68B — up 8.9% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HSBC positions and 55 closed out — a net gain of 17 holders — while 213 added to existing stakes and 128 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $81.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $59.6M sold.

  • 512 institutional investors held HSBC (HSBC) as of Q2 2025, up from 506 in Q1 2025.
  • Funds reported $4.68B of HSBC stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 72 funds opened new HSBC positions in Q2 2025 and 55 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q2 2025 was Fisher Asset Management, an estimated $81.4M added.
  • The largest HSBC seller in Q2 2025 was Arrowstreet Capital, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.