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HSBC

554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512 → 554 (+42)

0.1% more ownership

Funds ownership: 2.2% → 2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$53M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$23.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M
5
Morgan Stanley
Morgan Stanley
New York
+$13.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$46.8M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$12.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$12M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
QCM
QRG Capital Management
Illinois
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$1.8M +$102K +1,573 +7%
OCM
152
Orleans Capital Management
Louisiana
$1.8M -$506K -7,775 -23%
WWA
153
WCG Wealth Advisors
Nevada
$1.74M -$455K -7,001 -22%
FCMA
154
Foresight Capital Management Advisors
Michigan
$1.73M -$142K -2,190 -8%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.72M -$1.8M -27,686 -53%
BP
156
Ballentine Partners
Massachusetts
$1.7M -$165K -2,540 -10%
UCFA
157
United Capital Financial Advisors
Texas
$1.67M +$35.1K +540 +2%
SC
158
Savant Capital
Illinois
$1.66M -$15.5K -239 -1%
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M -$5.33K -82 -0.4%
CL
160
Choreo LLC
Illinois
$1.65M -$12.9K -199 -0.8%
ECM
161
Evergreen Capital Management
Washington
$1.65M -$41.2K -633 -3%
WFI
162
West Family Investments
California
$1.64M +$13.5K +207 +0.9%
VF
163
Virtu Financial
New York
$1.63M +$76.4K +1,175 +5%
SAI
164
Systematic Alpha Investments
New Jersey
$1.63M – – –
GF
165
Gabelli Funds
New York
$1.61M – – –
DWT
166
Dorsey & Whitney Trust
South Dakota
$1.58M -$33.4K -513 -2%
TBC
167
Ted Buchan & Co
California
$1.57M +$55.1K +847 +4%
MCM
168
MAI Capital Management
Ohio
$1.57M -$179K -2,746 -11%
BIG
169
Brooklyn Investment Group
New York
$1.57M -$28.6K -440 -2%
DWM
170
Dynasty Wealth Management
Florida
$1.56M +$1.43M +22,025 New
Allspring Global Investments
171
Allspring Global Investments
North Carolina
$1.56M -$14.5K -223 -1%
SWP
172
Sagespring Wealth Partners
Tennessee
$1.56M +$129K +1,980 +10%
SA
173
Sanctuary Advisors
Indiana
$1.52M +$337K +5,186 +32%
KCM
174
Kathmere Capital Management
Pennsylvania
$1.48M +$211K +3,251 +18%
SAM
175
Smartleaf Asset Management
Massachusetts
$1.46M +$180K +2,767 +15%
5 6
7
8 9

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.