505 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, 212 increasing their positions, 126 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$87M
2 +$53.5M
3 +$18.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M

Top Sellers

1 -$59.6M
2 -$22.8M
3 -$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$12.3M
5
GQG Partners
GQG Partners
Florida
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Aprio Wealth Management
Georgia
$1.07M
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.06M
EGM
178
Engineers Gate Manager
New York
$1.04M
EI
179
Ellevest Inc
New York
$1.04M
FFS
180
Founders Financial Securities
Maryland
$1.01M
PP
181
PDS Planning
Ohio
$1.01M
HI
182
Horizon Investments
North Carolina
$1M
FRA
183
Frank Rimerman Advisors
California
$982K
MMA
184
Miracle Mile Advisors
California
$966K
AIA
185
AssuredPartners Investment Advisors
Florida
$957K
RA
186
Rational Advisors
New York
$956K
SIA
187
Soltis Investment Advisors
Utah
$940K
PAG
188
Private Advisor Group
New Jersey
$928K
GC
189
Guggenheim Capital
Illinois
$916K
State Street
190
State Street
Massachusetts
$898K
P
191
Pitcairn
Pennsylvania
$894K
AssetMark Inc
192
AssetMark Inc
California
$892K
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$883K
HJIM
194
Henry James International Management
New York
$863K
CGL
195
Clarius Group LLC
Washington
$853K
VCM
196
Versant Capital Management
Arizona
$851K
HAG
197
HighPoint Advisor Group
Illinois
$847K
Lazard Asset Management
198
Lazard Asset Management
New York
$845K
AG
199
Ascent Group
Virginia
$843K
PA
200
Parallel Advisors
California
$833K