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512 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 128

31% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $4.3B → $4.68B (+$382M)

1% more funds holding

Funds holding: 506512 (+6)

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
512
Holders Change
+6
Holders Change %
+1.19%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
213
Reduced
128
Closed
55
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$1.43M +$669K +11,758 +101%
MPPW
152
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$26.3K +462 +2%
SAI
153
Systematic Alpha Investments
New Jersey
$1.4M
UCFA
154
United Capital Financial Advisors
Texas
$1.4M -$27.4K -482 -2%
WFI
155
West Family Investments
California
$1.39M +$632K +11,110 +95%
AAS
156
Avantax Advisory Services
Texas
$1.39M +$402K +7,067 +45%
DWT
157
Dorsey & Whitney Trust
South Dakota
$1.38M -$69.7K -1,225 -5%
GF
158
Gabelli Funds
New York
$1.38M
VAS
159
Vestmark Advisory Solutions
Massachusetts
$1.37M +$1.28M +22,543 New
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$1.35M +$18.2K +320 +1%
VF
161
Virtu Financial
New York
$1.33M +$326K +5,723 +36%
TBC
162
Ted Buchan & Co
California
$1.3M +$1.21M +21,314 New
PA
163
Profund Advisors
Maryland
$1.24M +$40K +703 +4%
PFS
164
Prospera Financial Services
Texas
$1.24M +$403K +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 +$197K +3,468 +21%
DADC
168
D.A. Davidson & Co
Montana
$1.18M
HC
169
Henshaw Capital
Massachusetts
$1.17M -$854K -14,997 -44%
Pzena Investment Management
170
Pzena Investment Management
New York
$1.15M +$61.1K +1,074 +6%
SS
171
SBI Securities
Japan
$1.13M -$83.1K -1,460 -7%
MP
172
McDonald Partners
Ohio
$1.12M +$35.6K +625 +4%
SAM
173
Smartleaf Asset Management
Massachusetts
$1.09M +$50K +879 +5%
GT
174
Greenleaf Trust
Michigan
$1.09M -$2.96K -52 -0.3%
IP
175
Ignite Planners
California
$1.08M +$14.4K +253 +1%

HSBC Hedge Fund Activity: Q2 2025 in Review

512 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2025, worth a combined $4.68B — up 8.9% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HSBC positions and 55 closed out — a net gain of 17 holders — while 213 added to existing stakes and 128 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $81.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $59.6M sold.

  • 512 institutional investors held HSBC (HSBC) as of Q2 2025, up from 506 in Q1 2025.
  • Funds reported $4.68B of HSBC stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 72 funds opened new HSBC positions in Q2 2025 and 55 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q2 2025 was Fisher Asset Management, an estimated $81.4M added.
  • The largest HSBC seller in Q2 2025 was Arrowstreet Capital, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.