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465 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

50% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $2.37B → $2.67B (+$297M)

10% more funds holding

Funds holding: 424465 (+41)

1.2% less ownership

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

20% less call options, than puts

Call options by funds: $154M | Put options by funds: $193M

Holders
465
Holders Change
+41
Holders Change %
+9.67%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
80
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Frank Rimerman Advisors
California
$758K -$2.1M -45,220 -75%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$739K -$46 -1 -0%
State Street
178
State Street
Massachusetts
$730K
SIA
179
Soltis Investment Advisors
Utah
$727K +$24K +518 +4%
IWC
180
Integrated Wealth Concepts
Massachusetts
$721K +$18K +388 +3%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$704K -$86.6K -1,866 -12%
PP
182
PDS Planning
Ohio
$703K -$12.1K -261 -2%
HJIM
183
Henry James International Management
New York
$702K +$742 +16 +0.1%
ET
184
Entropy Technologies
New York
$701K +$657K +14,163 New
SIA
185
Schechter Investment Advisors
Michigan
$699K -$44.2K -952 -6%
AAS
186
Avantax Advisory Services
Texas
$691K +$70.1K +1,511 +12%
BWM
187
BKM Wealth Management
Wisconsin
$675K -$10.9K -236 -2%
FC
188
FORA Capital
Florida
$671K +$184K +3,976 +41%
CI
189
Cherokee Insurance
Michigan
$670K +$628K +13,545 New
PFS
190
Prospera Financial Services
Texas
$668K -$12.8K -277 -2%
WA
191
Wealthstar Advisors
Texas
$664K +$623K +13,430 New
DS
192
DRW Securities
Illinois
$662K +$621K +13,391 New
KCM
193
Kathmere Capital Management
Pennsylvania
$662K +$194K +4,190 +46%
PA
194
Parallel Advisors
California
$648K +$66.4K +1,431 +12%
LWAM
195
Legacy Wealth Asset Management
Minnesota
$643K -$5.15K -111 -0.8%
SWP
196
Sagespring Wealth Partners
Tennessee
$641K +$601K +12,951 New
PA
197
Profund Advisors
Maryland
$633K -$34K -733 -5%
CFG
198
Cooper Financial Group
California
$625K +$35.2K +759 +6%
VF
199
Virtu Financial
New York
$621K +$27K +581 +5%
SRC
200
Sage Rhino Capital
California
$621K -$10.5K -226 -2%

HSBC Hedge Fund Activity: Q4 2024 in Review

465 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2024, worth a combined $2.67B — up 13% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HSBC positions and 30 closed out — a net gain of 50 holders — while 180 added to existing stakes and 120 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.1M. The largest seller was Mediolanum International Funds, exiting entirely with an estimated $28.2M sold.

  • 465 institutional investors held HSBC (HSBC) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $2.67B of HSBC stock for Q4 2024, up 13% quarter-over-quarter.
  • 80 funds opened new HSBC positions in Q4 2024 and 30 closed out, a net change of +50 holders.
  • The largest HSBC buyer in Q4 2024 was Northern Trust, an estimated $44.1M added.
  • The largest HSBC seller in Q4 2024 was Mediolanum International Funds, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.