421 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, 162 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+6
Holders Change %
+1.45%
% 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
162
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$641K +$12K +265 +2%
SIA
177
Soltis Investment Advisors
Utah
$641K +$641K +14,182 New
HJIM
178
Henry James International Management
New York
$640K +$45 +1 +0%
TRCT
179
Tower Research Capital (TRC)
New York
$632K +$514K +11,383 +438%
BWM
180
BKM Wealth Management
Wisconsin
$627K +$324K +7,159 +107%
PFS
181
Prospera Financial Services
Texas
$623K -$4.02K -89 -0.6%
PA
182
Profund Advisors
Maryland
$611K -$92.2K -2,040 -13%
WS
183
Wedbush Securities
California
$603K -$421K -9,312 -41%
SG Americas Securities
184
SG Americas Securities
New York
$594K +$594K +13,154 New
LWAM
185
Legacy Wealth Asset Management
Minnesota
$593K +$2.89K +64 +0.5%
BWP
186
BSW Wealth Partners
Colorado
$584K +$24.6K +545 +4%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$580K +$74.4K +1,647 +15%
SRC
188
Sage Rhino Capital
California
$577K +$2.8K +62 +0.5%
AWM
189
Aprio Wealth Management
Georgia
$566K +$182K +4,035 +48%
AAS
190
Avantax Advisory Services
Texas
$563K +$14K +310 +3%
WFI
191
West Family Investments
California
$562K -$2.07M -45,709 -79%
NA
192
NewEdge Advisors
Louisiana
$558K +$7.37K +163 +1%
William Blair & Company
193
William Blair & Company
Illinois
$545K
DAS
194
Dynamic Advisor Solutions
Arizona
$542K +$12.3K +273 +2%
VF
195
Virtu Financial
New York
$541K -$118K -2,606 -18%
CFG
196
Cooper Financial Group
California
$537K +$22.3K +494 +4%
PA
197
Parallel Advisors
California
$527K +$71.8K +1,589 +16%
SIA
198
SeaBridge Investment Advisors
New Jersey
$527K -$44.7K -990 -8%
CWM
199
Cordatus Wealth Management
Pennsylvania
$524K
SC
200
Savant Capital
Illinois
$523K +$55.9K +1,238 +12%