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HSBC
HSBC

Overview Fund Activity

460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$138M
2
UBS Group
UBS Group
Switzerland
$38.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
4
CCM
Contrarian Capital Management
Connecticut
$11.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$17.2M

Top Sellers

1
MIF
Mediolanum International Funds
Ireland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$15.5M
3
Bank of America
Bank of America
North Carolina
$150M
4
Millennium Management
Millennium Management
New York
$588K
5
Renaissance Technologies
Renaissance Technologies
New York
$5.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SimplyRich
California
$609K +$40.1K +812 +7%
BWP
202
BSW Wealth Partners
Colorado
$607K -$32.5K -657 -5%
WFI
203
West Family Investments
California
$605K -$10.2K -207 -2%
Millennium Management
204
Millennium Management
New York
$588K -$15.4M -312,176 -96%
CWM
205
Cordatus Wealth Management
Pennsylvania
$576K +$2.28K +46 +0.4%
CCM
206
Coldstream Capital Management
Washington
$569K +$117K +2,363 +26%
CHP
207
Cable Hill Partners
Oregon
$566K +$7.32K +148 +1%
William Blair & Company
208
William Blair & Company
Illinois
$557K -$39K -788 -7%
MHC
209
May Hill Capital
Massachusetts
$551K +$551K +11,146 New
LTAS
210
Linden Thomas Advisory Services
North Carolina
$534K +$110K +2,225 +26%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$533K -$102K -2,062 -16%
SIA
212
SeaBridge Investment Advisors
New Jersey
$528K -$49K -990 -8%
CGL
213
Clarius Group LLC
Washington
$527K +$13.6K +275 +3%
AIA
214
AssuredPartners Investment Advisors
Florida
$522K +$522K +10,545 New
NFG
215
Nations Financial Group
Iowa
$513K +$7.67K +155 +2%
FOA
216
Five Oceans Advisors
California
$512K +$39K +789 +8%
GI
217
Gradient Investments
Minnesota
$504K -$36.2K -732 -7%
Two Sigma Investments
218
Two Sigma Investments
New York
$500K -$17.7K -358 -3%
IRC
219
Investors Research Corp
Georgia
$493K – – –
TW
220
Traveka Wealth
California
$486K +$33.5K +678 +7%
OL
221
Optas LLC
Texas
$476K +$14.7K +297 +3%
AHL
222
Abel Hall LLC
Louisiana
$470K +$162K +3,279 +53%
MWM
223
Mission Wealth Management
California
$453K +$52.8K +1,067 +13%
CC
224
Callan Capital
California
$446K +$67K +1,355 +18%
HWM
225
HighMark Wealth Management
Minnesota
$446K – – –
7 8
9
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