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507 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 193 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

136% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 36

61% more capital invested

Capital invested by funds: $2.67B → $4.3B (+$1.63B)

45% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 133

9% more funds holding

Funds holding: 466507 (+41)

1.79% more ownership

Funds ownership: 0.3%2.09% (+1.8%)

53% less call options, than puts

Call options by funds: $104M | Put options by funds: $223M

Holders
507
Holders Change
+41
Holders Change %
+8.8%
% of All Funds
6.8%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
85
Increased
193
Reduced
133
Closed
36
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$897M +$854M +15,612,574 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$596M -$13.5M -246,104 -2%
Morgan Stanley
3
Morgan Stanley
New York
$373M -$1.06M -19,360 -0.3%
Goldman Sachs
4
Goldman Sachs
New York
$271M +$2.9M +53,072 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$177M +$11.3M +206,484 +7%
Sanders Capital
6
Sanders Capital
Florida
$170M -$678K -12,400 -0.4%
BlackRock
7
BlackRock
New York
$166M +$14.7M +268,303 +10%
Northern Trust
8
Northern Trust
Illinois
$165M +$5.02M +91,789 +3%
Bank of America
9
Bank of America
North Carolina
$143M -$30.1M -551,408 -18%
CCM
10
Contrarian Capital Management
Connecticut
$72.7M +$56M +1,024,780 +425%
UBS Group
11
UBS Group
Switzerland
$67.2M +$21M +384,371 +49%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$60.2M +$7.47M +136,715 +15%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$59.6M +$52.4M +957,571 +1,185%
American Century Companies
14
American Century Companies
Missouri
$58.7M +$4.66M +85,166 +9%
First Trust Advisors
15
First Trust Advisors
Illinois
$46.3M +$41.2M +753,849 +1,442%
CPC
16
Cookson Peirce & Co
Pennsylvania
$38.1M -$802K -14,671 -2%
CGH
17
Crossmark Global Holdings
Texas
$28.4M -$1.09M -20,018 -4%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$27.7M +$4.37M +79,872 +20%
Renaissance Technologies
19
Renaissance Technologies
New York
$22.7M +$15.2M +278,607 +240%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$22.5M -$153K -2,791 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.3M +$18.7M +341,187 +730%
Millennium Management
22
Millennium Management
New York
$22.2M +$20.5M +375,527 +3,161%
QCM
23
QRG Capital Management
Illinois
$21M +$1.07M +19,584 +6%
Raymond James Financial
24
Raymond James Financial
Florida
$19.2M -$1.43M -26,214 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.7M +$1.57M +28,668 +10%

HSBC Hedge Fund Activity: Q1 2025 in Review

507 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2025, worth a combined $4.3B — up 61% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 36 closed out — a net gain of 49 holders — while 193 added to existing stakes and 133 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $854M. The largest seller was Bank of America, cutting an estimated $30.1M.

  • 507 institutional investors held HSBC (HSBC) as of Q1 2025, up from 466 in Q4 2024.
  • Funds reported $4.3B of HSBC stock for Q1 2025, up 61% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q1 2025 and 36 closed out, a net change of +49 holders.
  • The largest HSBC buyer in Q1 2025 was Fisher Asset Management, an estimated $854M added.
  • The largest HSBC seller in Q1 2025 was Bank of America, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2025.