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HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$1.25M +$20.4K +355 +2%
AWM
152
Aprio Wealth Management
Georgia
$1.23M +$241K +4,194 +24%
MCM
153
Mork Capital Management
California
$1.17M – – –
SS
154
SBI Securities
Japan
$1.15M +$56.2K +978 +5%
RC
155
RBF Capital
California
$1.15M – – –
PA
156
Profund Advisors
Maryland
$1.13M +$394K +6,855 +54%
NA
157
NewEdge Advisors
Louisiana
$1.12M -$59.6K -1,038 -5%
SC
158
Savant Capital
Illinois
$1.12M +$157K +2,735 +16%
DADC
159
D.A. Davidson & Co
Montana
$1.11M +$18.6K +323 +2%
CFO
160
Callan Family Office
Pennsylvania
$1.08M -$358K -6,228 -25%
TSS
161
Two Sigma Securities
New York
$1.07M +$1.07M +18,613 New
Brown Advisory
162
Brown Advisory
Maryland
$1.07M +$39.5K +687 +4%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$1.04M +$143K +2,484 +16%
RA
164
Rational Advisors
New York
$1.04M +$1.04M +18,037 New
GT
165
Greenleaf Trust
Michigan
$1.03M – – –
Pzena Investment Management
166
Pzena Investment Management
New York
$1.02M -$27.2K -473 -3%
MMA
167
Miracle Mile Advisors
California
$1.02M -$251K -4,368 -20%
MP
168
McDonald Partners
Ohio
$1.02M -$58K -1,010 -5%
EI
169
Ellevest Inc
New York
$1M +$8.62K +150 +0.9%
SAM
170
Smartleaf Asset Management
Massachusetts
$988K +$12.9K +223 +1%
LFA
171
Legacy Financial Advisors
Kentucky
$981K -$11K -192 -1%
P
172
Pitcairn
Pennsylvania
$960K +$43.2K +752 +5%
EWA
173
Exencial Wealth Advisors
Oklahoma
$959K +$959K +16,699 New
HI
174
Horizon Investments
North Carolina
$956K -$29.3K -514 -3%
SWP
175
Sagespring Wealth Partners
Tennessee
$947K +$203K +3,531 +27%
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