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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
WS
201
Wedbush Securities
California
$617K -$40.3K -868 -7%
S
202
SimplyRich
California
$609K +$37.7K +812 +7%
BWP
203
BSW Wealth Partners
Colorado
$607K -$30.5K -657 -5%
WFI
204
West Family Investments
California
$605K -$9.6K -207 -2%
Millennium Management
205
Millennium Management
New York
$588K -$14.5M -312,176 -96%
CWM
206
Cordatus Wealth Management
Pennsylvania
$576K +$2.13K +46 +0.4%
CCM
207
Coldstream Capital Management
Washington
$569K +$110K +2,363 +26%
CHP
208
Cable Hill Partners
Oregon
$566K +$6.87K +148 +1%
William Blair & Company
209
William Blair & Company
Illinois
$557K -$36.6K -788 -7%
MHC
210
May Hill Capital
Massachusetts
$551K +$517K +11,146 New
LTAS
211
Linden Thomas Advisory Services
North Carolina
$534K +$103K +2,225 +26%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$533K -$95.7K -2,062 -16%
SIA
213
SeaBridge Investment Advisors
New Jersey
$528K -$45.9K -990 -8%
CGL
214
Clarius Group LLC
Washington
$527K +$12.8K +275 +3%
AIA
215
AssuredPartners Investment Advisors
Florida
$522K +$489K +10,545 New
NFG
216
Nations Financial Group
Iowa
$513K +$7.19K +155 +2%
FOA
217
Five Oceans Advisors
California
$512K +$36.6K +789 +8%
GI
218
Gradient Investments
Minnesota
$504K -$34K -732 -7%
Two Sigma Investments
219
Two Sigma Investments
New York
$500K -$16.6K -358 -3%
IRC
220
Investors Research Corp
Georgia
$493K
TW
221
Traveka Wealth
California
$486K +$31.5K +678 +7%
OL
222
Optas LLC
Texas
$476K +$13.8K +297 +3%
AHL
223
Abel Hall LLC
Louisiana
$470K +$152K +3,279 +53%
MWM
224
Mission Wealth Management
California
$453K +$49.5K +1,067 +13%
CC
225
Callan Capital
California
$446K +$62.9K +1,355 +18%

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.