505 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, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
151
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M
SAI
152
Systematic Alpha Investments
New Jersey
$1.4M
UCFA
153
United Capital Financial Advisors
Texas
$1.4M
WFI
154
West Family Investments
California
$1.39M
AAS
155
Avantax Advisory Services
Texas
$1.39M
DWT
156
Dorsey & Whitney Trust
South Dakota
$1.38M
GF
157
Gabelli Funds
New York
$1.38M
Osaic Holdings
158
Osaic Holdings
Arizona
$1.37M
VAS
159
Vestmark Advisory Solutions
Massachusetts
$1.37M
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$1.35M
VF
161
Virtu Financial
New York
$1.33M
TBC
162
Ted Buchan & Co
California
$1.3M
PA
163
Profund Advisors
Maryland
$1.24M
PFS
164
Prospera Financial Services
Texas
$1.24M
MCM
165
Mork Capital Management
California
$1.23M
RC
166
RBF Capital
California
$1.22M
SWP
167
Sagespring Wealth Partners
Tennessee
$1.21M
DADC
168
D.A. Davidson & Co
Montana
$1.18M
Pzena Investment Management
169
Pzena Investment Management
New York
$1.15M
SS
170
SBI Securities
Japan
$1.13M
MP
171
McDonald Partners
Ohio
$1.12M
SAM
172
Smartleaf Asset Management
Massachusetts
$1.09M
GT
173
Greenleaf Trust
Michigan
$1.09M
IP
174
Ignite Planners
California
$1.08M
KCM
175
Kathmere Capital Management
Pennsylvania
$1.07M