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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$526M -$1.17M -25,300 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$322M +$6.34M +136,648 +2%
Goldman Sachs
3
Goldman Sachs
New York
$231M -$5.33M -114,994 -2%
Bank of America
4
Bank of America
North Carolina
$150M -$14.7M -317,366 -9%
Sanders Capital
5
Sanders Capital
Florida
$147M -$43.1K -930 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$143M +$20.5M +441,033 +18%
Northern Trust
7
Northern Trust
Illinois
$138M +$44.1M +951,050 +52%
BlackRock
8
BlackRock
New York
$130M +$5.89M +126,941 +5%
American Century Companies
9
American Century Companies
Missouri
$46.3M +$1.87M +40,388 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$45M -$249K -5,377 -0.6%
UBS Group
11
UBS Group
Switzerland
$38.9M +$32.7M +704,840 +865%
CPC
12
Cookson Peirce & Co
Pennsylvania
$33.6M -$647K -13,951 -2%
CGH
13
Crossmark Global Holdings
Texas
$25.5M +$654K +14,095 +3%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$19.9M +$3.95M +85,104 +27%
Franklin Resources
15
Franklin Resources
California
$19.7M +$550K +11,864 +3%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$19.6M +$233K +5,013 +1%
Raymond James Financial
17
Raymond James Financial
Florida
$17.8M +$16.7M +360,192 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17.2M +$9.28M +200,054 +136%
QCM
19
QRG Capital Management
Illinois
$17.1M +$1.68M +36,219 +12%
MPM
20
Meritage Portfolio Management
Kansas
$15.8M +$789K +17,012 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$15.5M -$17.4M -375,223 -55%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.7M -$1.79M -38,485 -11%
Wells Fargo
23
Wells Fargo
California
$14.3M +$679K +14,640 +5%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$13.7M -$2.07M -44,645 -14%
Creative Planning
25
Creative Planning
Kansas
$13.3M +$2.14M +46,105 +21%

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.