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424 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
P
176
Pitcairn
Pennsylvania
$648K -$95.1K -2,194 -13%
IWC
177
Integrated Wealth Concepts
Massachusetts
$641K +$11.5K +265 +2%
SIA
178
Soltis Investment Advisors
Utah
$641K +$615K +14,182 New
HJIM
179
Henry James International Management
New York
$640K +$43 +1 +0%
TRCT
180
Tower Research Capital (TRC)
New York
$632K +$493K +11,383 +438%
BWM
181
BKM Wealth Management
Wisconsin
$627K +$310K +7,159 +107%
PFS
182
Prospera Financial Services
Texas
$623K -$3.86K -89 -0.6%
PA
183
Profund Advisors
Maryland
$611K -$88.4K -2,040 -13%
WS
184
Wedbush Securities
California
$603K -$404K -9,312 -41%
SG Americas Securities
185
SG Americas Securities
New York
$594K +$570K +13,154 New
LWAM
186
Legacy Wealth Asset Management
Minnesota
$593K +$2.77K +64 +0.5%
BWP
187
BSW Wealth Partners
Colorado
$584K +$23.6K +545 +4%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$580K +$71.4K +1,647 +15%
SRC
189
Sage Rhino Capital
California
$577K +$2.69K +62 +0.5%
AWM
190
Aprio Wealth Management
Georgia
$566K +$175K +4,035 +48%
AAS
191
Avantax Advisory Services
Texas
$563K +$13.4K +310 +3%
WFI
192
West Family Investments
California
$562K -$1.98M -45,709 -79%
NA
193
NewEdge Advisors
Louisiana
$558K +$7.07K +163 +1%
William Blair & Company
194
William Blair & Company
Illinois
$545K
DAS
195
Dynamic Advisor Solutions
Arizona
$542K +$11.8K +273 +2%
VF
196
Virtu Financial
New York
$541K -$113K -2,606 -18%
CFG
197
Cooper Financial Group
California
$537K +$21.4K +494 +4%
PA
198
Parallel Advisors
California
$527K +$68.9K +1,589 +16%
SIA
199
SeaBridge Investment Advisors
New Jersey
$527K -$42.9K -990 -8%
CWM
200
Cordatus Wealth Management
Pennsylvania
$524K

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.