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HSBC
HSBC

Overview Fund Activity

460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$138M
2
UBS Group
UBS Group
Switzerland
$38.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
4
CCM
Contrarian Capital Management
Connecticut
$11.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$17.2M

Top Sellers

1
MIF
Mediolanum International Funds
Ireland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$15.5M
3
Bank of America
Bank of America
North Carolina
$150M
4
Millennium Management
Millennium Management
New York
$588K
5
Renaissance Technologies
Renaissance Technologies
New York
$5.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
151
RBF Capital
California
$989K – – –
IC
152
Iconiq Capital
California
$981K +$557K +11,266 +132%
SS
153
SBI Securities
Japan
$943K +$943K +19,065 New
ECM
154
Evergreen Capital Management
Washington
$942K +$67.7K +1,369 +8%
DADC
155
D.A. Davidson & Co
Montana
$941K -$29.9K -604 -3%
MP
156
McDonald Partners
Ohio
$926K -$10.3K -209 -1%
CAM
157
Cresset Asset Management
Illinois
$920K -$3.53M -71,457 -79%
SA
158
Sanctuary Advisors
Indiana
$906K +$61K +1,159 +7%
Pzena Investment Management
159
Pzena Investment Management
New York
$903K +$89.1K +1,802 +11%
GT
160
Greenleaf Trust
Michigan
$889K -$37.8K -765 -4%
Brown Advisory
161
Brown Advisory
Maryland
$883K +$52K +1,052 +6%
IP
162
Ignite Planners
California
$878K +$22.7K +462 +3%
EI
163
Ellevest Inc
New York
$858K +$113K +2,288 +15%
FFS
164
Founders Financial Securities
Maryland
$856K +$12.1K +245 +1%
HI
165
Horizon Investments
North Carolina
$856K +$12.1K +245 +1%
LFA
166
Legacy Financial Advisors
Kentucky
$854K +$26.7K +539 +3%
AWM
167
Aprio Wealth Management
Georgia
$854K +$235K +4,743 +38%
SAM
168
Smartleaf Asset Management
Massachusetts
$835K +$371K +7,495 +80%
SC
169
Savant Capital
Illinois
$826K +$254K +5,137 +44%
IC
170
IEQ Capital
California
$798K +$63.2K +1,278 +9%
CL
171
CSS LLC
Illinois
$795K -$50.4K -1,020 -6%
P
172
Pitcairn
Pennsylvania
$790K +$80.2K +1,622 +11%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$770K +$679K +13,722 +740%
HAG
174
HighPoint Advisor Group
Illinois
$766K +$153K +2,801 +25%
FRA
175
Frank Rimerman Advisors
California
$758K -$2.24M -45,220 -75%
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