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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

Funds ownership: 1.5%0.3% (-1.2%)

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
151
Vise Technologies
New York
$999K +$12.5K +270 +1%
RC
152
RBF Capital
California
$989K
IC
153
Iconiq Capital
California
$981K +$523K +11,266 +132%
SS
154
SBI Securities
Japan
$943K +$884K +19,065 New
ECM
155
Evergreen Capital Management
Washington
$942K +$63.5K +1,369 +8%
DADC
156
D.A. Davidson & Co
Montana
$941K -$28K -604 -3%
MP
157
McDonald Partners
Ohio
$926K -$9.7K -209 -1%
CAM
158
Cresset Asset Management
Illinois
$920K -$3.31M -71,457 -79%
SA
159
Sanctuary Advisors
Indiana
$906K +$53.8K +1,159 +7%
Pzena Investment Management
160
Pzena Investment Management
New York
$903K +$83.6K +1,802 +11%
GT
161
Greenleaf Trust
Michigan
$889K -$35.5K -765 -4%
Brown Advisory
162
Brown Advisory
Maryland
$883K +$48.8K +1,052 +6%
IP
163
Ignite Planners
California
$878K +$21.4K +462 +3%
EI
164
Ellevest Inc
New York
$858K +$106K +2,288 +15%
FFS
165
Founders Financial Securities
Maryland
$856K +$11.4K +245 +1%
HI
166
Horizon Investments
North Carolina
$856K +$11.4K +245 +1%
LFA
167
Legacy Financial Advisors
Kentucky
$854K +$25K +539 +3%
AWM
168
Aprio Wealth Management
Georgia
$854K +$220K +4,743 +38%
SAM
169
Smartleaf Asset Management
Massachusetts
$835K +$348K +7,495 +80%
SC
170
Savant Capital
Illinois
$826K +$238K +5,137 +44%
IC
171
IEQ Capital
California
$798K +$59.3K +1,278 +9%
CL
172
CSS LLC
Illinois
$795K -$47.3K -1,020 -6%
P
173
Pitcairn
Pennsylvania
$790K +$75.2K +1,622 +11%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$770K +$637K +13,722 +740%
HAG
175
HighPoint Advisor Group
Illinois
$766K +$130K +2,801 +25%

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.