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512 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 128 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 128

31% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $4.3B → $4.68B (+$382M)

1% more funds holding

Funds holding: 506512 (+6)

0.11% more ownership

Funds ownership: 2.09%2.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less call options, than puts

Call options by funds: $209M | Put options by funds: $259M

Holders
512
Holders Change
+6
Holders Change %
+1.19%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
213
Reduced
128
Closed
55
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
176
Kathmere Capital Management
Pennsylvania
$1.07M +$66K +1,160 +7%
AWM
177
Aprio Wealth Management
Georgia
$1.07M -$220K -3,863 -18%
IWC
178
Integrated Wealth Concepts
Massachusetts
$1.06M +$311K +5,458 +46%
EGM
179
Engineers Gate Manager
New York
$1.04M +$506K +8,891 +108%
EI
180
Ellevest Inc
New York
$1.04M -$19.5K -342 -2%
FFS
181
Founders Financial Securities
Maryland
$1.01M +$16.3K +287 +2%
PP
182
PDS Planning
Ohio
$1.01M +$70.5K +1,239 +8%
HI
183
Horizon Investments
North Carolina
$1M -$14.6K -257 -2%
SA
184
Sanctuary Advisors
Indiana
$988K +$97.6K +1,715 +12%
FRA
185
Frank Rimerman Advisors
California
$982K +$47K +826 +5%
MMA
186
Miracle Mile Advisors
California
$966K -$105K -1,838 -10%
AIA
187
AssuredPartners Investment Advisors
Florida
$957K +$174K +3,065 +24%
RA
188
Rational Advisors
New York
$956K -$132K -2,314 -13%
SIA
189
Soltis Investment Advisors
Utah
$940K +$18.3K +322 +2%
PAG
190
Private Advisor Group
New Jersey
$928K -$24.6K -432 -3%
GC
191
Guggenheim Capital
Illinois
$916K -$60.6K -1,065 -7%
State Street
192
State Street
Massachusetts
$898K
P
193
Pitcairn
Pennsylvania
$894K -$115K -2,013 -12%
AssetMark Inc
194
AssetMark Inc
California
$892K +$502K +8,819 +151%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$883K +$159K +2,785 +24%
HJIM
196
Henry James International Management
New York
$863K
CGL
197
Clarius Group LLC
Washington
$853K +$4.84K +85 +0.6%
VCM
198
Versant Capital Management
Arizona
$851K -$21.2K -372 -3%
HAG
199
HighPoint Advisor Group
Illinois
$847K +$5.98K +105 +0.8%
Lazard Asset Management
200
Lazard Asset Management
New York
$845K -$49.9K -876 -6%

HSBC Hedge Fund Activity: Q2 2025 in Review

512 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2025, worth a combined $4.68B — up 8.9% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HSBC positions and 55 closed out — a net gain of 17 holders — while 213 added to existing stakes and 128 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $81.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $59.6M sold.

  • 512 institutional investors held HSBC (HSBC) as of Q2 2025, up from 506 in Q1 2025.
  • Funds reported $4.68B of HSBC stock for Q2 2025, up 8.9% quarter-over-quarter.
  • 72 funds opened new HSBC positions in Q2 2025 and 55 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q2 2025 was Fisher Asset Management, an estimated $81.4M added.
  • The largest HSBC seller in Q2 2025 was Arrowstreet Capital, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.