504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
52
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
Aprio Wealth Management
Georgia
$1.07M -$235K -3,863 -18%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.06M +$332K +5,458 +46%
EGM
178
Engineers Gate Manager
New York
$1.04M +$540K +8,891 +108%
EI
179
Ellevest Inc
New York
$1.04M -$20.8K -342 -2%
FFS
180
Founders Financial Securities
Maryland
$1.01M +$17.4K +287 +2%
PP
181
PDS Planning
Ohio
$1.01M +$75.3K +1,239 +8%
HI
182
Horizon Investments
North Carolina
$1M -$15.6K -257 -2%
FRA
183
Frank Rimerman Advisors
California
$982K +$50.2K +826 +5%
MMA
184
Miracle Mile Advisors
California
$966K -$112K -1,838 -10%
AIA
185
AssuredPartners Investment Advisors
Florida
$957K +$186K +3,065 +24%
RA
186
Rational Advisors
New York
$956K -$141K -2,314 -13%
SIA
187
Soltis Investment Advisors
Utah
$940K +$19.6K +322 +2%
PAG
188
Private Advisor Group
New Jersey
$928K -$26.3K -432 -3%
GC
189
Guggenheim Capital
Illinois
$916K -$64.7K -1,065 -7%
State Street
190
State Street
Massachusetts
$898K
P
191
Pitcairn
Pennsylvania
$894K -$122K -2,013 -12%
AssetMark Inc
192
AssetMark Inc
California
$892K +$536K +8,819 +151%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$883K +$169K +2,785 +24%
HJIM
194
Henry James International Management
New York
$863K
CGL
195
Clarius Group LLC
Washington
$853K +$5.17K +85 +0.6%
VCM
196
Versant Capital Management
Arizona
$851K -$22.6K -372 -3%
HAG
197
HighPoint Advisor Group
Illinois
$847K +$6.38K +105 +0.8%
Lazard Asset Management
198
Lazard Asset Management
New York
$845K -$53.2K -876 -6%
AG
199
Ascent Group
Virginia
$843K +$27.2K +448 +3%
PA
200
Parallel Advisors
California
$833K -$2.01K -33 -0.2%