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HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Kathmere Capital Management
Pennsylvania
$946K +$177K +3,089 +23%
YIH
177
Y-Intercept (HK)
Hong Kong
$940K -$1.1M -19,226 -54%
IP
178
Ignite Planners
California
$930K -$56.2K -1,020 -6%
GC
179
Guggenheim Capital
Illinois
$926K +$470K +8,178 +103%
VF
180
Virtu Financial
New York
$925K +$203K +3,543 +28%
FFS
181
Founders Financial Securities
Maryland
$919K -$56.1K -995 -6%
AAS
182
Avantax Advisory Services
Texas
$905K +$102K +1,778 +13%
PAG
183
Private Advisor Group
New Jersey
$901K -$702K -12,227 -44%
FRA
184
Frank Rimerman Advisors
California
$881K – – –
PP
185
PDS Planning
Ohio
$879K +$62K +1,079 +8%
State Street
186
State Street
Massachusetts
$875K – – –
SIA
187
Soltis Investment Advisors
Utah
$870K +$25.4K +442 +3%
Jane Street
188
Jane Street
New York
$868K -$598K -10,412 -41%
Lazard Asset Management
189
Lazard Asset Management
New York
$848K -$634K -11,042 -43%
BIG
190
Brooklyn Investment Group
New York
$839K +$781K +13,607 +1,361%
VCM
191
Versant Capital Management
Arizona
$826K +$740K +12,879 +860%
GWM
192
Geneos Wealth Management
Colorado
$816K +$517K +9,003 +173%
HJIM
193
Henry James International Management
New York
$815K – – –
CGL
194
Clarius Group LLC
Washington
$801K +$189K +3,286 +31%
HAG
195
HighPoint Advisor Group
Illinois
$794K -$11.8K -206 -1%
PA
196
Parallel Advisors
California
$789K +$36.6K +638 +5%
CI
197
Cherokee Insurance
Michigan
$778K – – –
CAM
198
Cresset Asset Management
Illinois
$777K -$325K -5,484 -29%
AG
199
Ascent Group
Virginia
$771K +$771K +13,424 New
ACM
200
Aquatic Capital Management
Illinois
$765K -$6.15M -107,067 -89%
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