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
Name Holding Trade Value Shares
Change
Shares
Change %
MPPW
151
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$28.1K +462 +2%
SAI
152
Systematic Alpha Investments
New Jersey
$1.4M
UCFA
153
United Capital Financial Advisors
Texas
$1.4M -$29.3K -482 -2%
WFI
154
West Family Investments
California
$1.39M +$675K +11,110 +95%
AAS
155
Avantax Advisory Services
Texas
$1.39M +$430K +7,067 +45%
DWT
156
Dorsey & Whitney Trust
South Dakota
$1.38M -$74.5K -1,225 -5%
GF
157
Gabelli Funds
New York
$1.38M
Osaic Holdings
158
Osaic Holdings
Arizona
$1.37M +$129K +2,478 +10%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$1.37M +$1.37M +22,543 New
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$1.35M +$19.4K +320 +1%
VF
161
Virtu Financial
New York
$1.33M +$348K +5,723 +36%
TBC
162
Ted Buchan & Co
California
$1.3M +$1.3M +21,314 New
PA
163
Profund Advisors
Maryland
$1.24M +$42.7K +703 +4%
PFS
164
Prospera Financial Services
Texas
$1.24M +$430K +7,072 +53%
MCM
165
Mork Capital Management
California
$1.23M
RC
166
RBF Capital
California
$1.22M
SWP
167
Sagespring Wealth Partners
Tennessee
$1.21M +$211K +3,468 +21%
DADC
168
D.A. Davidson & Co
Montana
$1.18M
Pzena Investment Management
169
Pzena Investment Management
New York
$1.15M +$65.3K +1,074 +6%
SS
170
SBI Securities
Japan
$1.13M -$88.8K -1,460 -7%
MP
171
McDonald Partners
Ohio
$1.12M +$38K +625 +4%
SAM
172
Smartleaf Asset Management
Massachusetts
$1.09M +$53.5K +879 +5%
GT
173
Greenleaf Trust
Michigan
$1.09M -$3.16K -52 -0.3%
IP
174
Ignite Planners
California
$1.08M +$15.9K +253 +1%
KCM
175
Kathmere Capital Management
Pennsylvania
$1.07M +$70.5K +1,160 +7%