540 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 199 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$280M
Puts
$318M
Net Calls
Net Calls Change

Top Buyers

1 +$57.9M
2 +$44.3M
3 +$25.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Morgan Stanley
Morgan Stanley
New York
+$14.3M

Top Sellers

1 -$51.1M
2 -$13.2M
3 -$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$12.3M
5
QCM
QRG Capital Management
Illinois
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Aaron Wealth Advisors
Illinois
$1.81M
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$1.8M
OCM
153
Orleans Capital Management
Louisiana
$1.8M
WWA
154
WCG Wealth Advisors
Nevada
$1.74M
FCMA
155
Foresight Capital Management Advisors
Michigan
$1.73M
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$1.72M
BP
157
Ballentine Partners
Massachusetts
$1.7M
UCFA
158
United Capital Financial Advisors
Texas
$1.67M
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M
CL
160
Choreo LLC
Illinois
$1.65M
ECM
161
Evergreen Capital Management
Washington
$1.65M
WFI
162
West Family Investments
California
$1.64M
VF
163
Virtu Financial
New York
$1.63M
SAI
164
Systematic Alpha Investments
New Jersey
$1.63M
GF
165
Gabelli Funds
New York
$1.61M
DWT
166
Dorsey & Whitney Trust
South Dakota
$1.58M
TBC
167
Ted Buchan & Co
California
$1.57M
MCM
168
MAI Capital Management
Ohio
$1.57M
BIG
169
Brooklyn Investment Group
New York
$1.57M
DWM
170
Dynasty Wealth Management
Florida
$1.56M
Allspring Global Investments
171
Allspring Global Investments
North Carolina
$1.56M
SWP
172
Sagespring Wealth Partners
Tennessee
$1.56M
KCM
173
Kathmere Capital Management
Pennsylvania
$1.48M
SAM
174
Smartleaf Asset Management
Massachusetts
$1.46M
MCM
175
Mork Capital Management
California
$1.44M