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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 %
PFS
201
Prospera Financial Services
Texas
$762K -$13.8K -240 -2%
CFG
202
Cooper Financial Group
California
$744K +$17.6K +307 +2%
Barclays
203
Barclays
United Kingdom
$730K -$1.75M -30,486 -71%
AIA
204
AssuredPartners Investment Advisors
Florida
$728K +$122K +2,126 +20%
SRC
205
Sage Rhino Capital
California
$726K +$5.8K +101 +0.8%
LWAM
206
Legacy Wealth Asset Management
Minnesota
$723K -$23.5K -410 -3%
Squarepoint
207
Squarepoint
New York
$719K +$719K +12,514 New
WS
208
Wedbush Securities
California
$717K +$1.15K +20 +0.2%
TWC
209
TD Waterhouse Canada
Ontario, Canada
$713K -$143K -2,492 -17%
S
210
SimplyRich
California
$708K +$230 +4 +0%
BWP
211
BSW Wealth Partners
Colorado
$697K -$7.47K -130 -1%
CWM
212
Cordatus Wealth Management
Pennsylvania
$697K +$27.9K +486 +4%
LTAS
213
Linden Thomas Advisory Services
North Carolina
$692K +$72.1K +1,256 +12%
ACA
214
Atlas Capital Advisors
Wyoming
$691K +$576K +10,031 +501%
BWM
215
BKM Wealth Management
Wisconsin
$690K -$92.8K -1,615 -12%
IWC
216
Integrated Wealth Concepts
Massachusetts
$685K -$152K -2,642 -18%
WFI
217
West Family Investments
California
$674K -$28.5K -497 -4%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$674K +$55.1K +959 +9%
CCM
219
Coldstream Capital Management
Washington
$672K +$10.9K +190 +2%
AHL
220
Abel Hall LLC
Louisiana
$662K +$117K +2,033 +21%
SIA
221
Schechter Investment Advisors
Michigan
$657K -$155K -2,695 -19%
William Blair & Company
222
William Blair & Company
Illinois
$650K +$2.47K +43 +0.4%
MHC
223
May Hill Capital
Massachusetts
$647K +$7.12K +124 +1%
CC
224
Callan Capital
California
$645K +$127K +2,220 +25%
HF
225
HRT Financial
New York
$638K +$638K +11,126 New
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9
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