504 hedge funds and large institutions have $4.68B invested in HSBC in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
71
Increased
213
Reduced
125
Closed
52
Calls
$209M
Puts
$259M
Net Calls
-$49.2M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.04B +$87M +1,430,797 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$632M +$264K +4,343 +0%
Morgan Stanley
3
Morgan Stanley
New York
$382M -$12.3M -202,176 -3%
Goldman Sachs
4
Goldman Sachs
New York
$341M +$53.5M +879,353 +19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$204M +$16.4M +269,952 +9%
Sanders Capital
6
Sanders Capital
Florida
$181M +$177K +2,910 +0.1%
BlackRock
7
BlackRock
New York
$179M +$3.29M +54,115 +2%
Northern Trust
8
Northern Trust
Illinois
$177M +$2.17M +35,696 +1%
Bank of America
9
Bank of America
North Carolina
$128M -$22.8M -375,872 -15%
CCM
10
Contrarian Capital Management
Connecticut
$76.9M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$76.2M +$12.5M +205,262 +20%
American Century Companies
12
American Century Companies
Missouri
$69.5M +$7.36M +121,151 +12%
UBS Group
13
UBS Group
Switzerland
$62.1M -$9.11M -149,794 -13%
First Trust Advisors
14
First Trust Advisors
Illinois
$41.9M -$7.11M -116,879 -14%
Renaissance Technologies
15
Renaissance Technologies
New York
$39.6M +$15.6M +256,600 +65%
CPC
16
Cookson Peirce & Co
Pennsylvania
$39.3M -$1.04M -17,031 -3%
CGH
17
Crossmark Global Holdings
Texas
$30.6M +$508K +8,349 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$30.5M +$18.8M +309,738 +161%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$28.6M -$740K -12,173 -3%
QCM
20
QRG Capital Management
Illinois
$23.9M +$1.66M +27,319 +7%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$23.5M -$380K -6,245 -2%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$22.2M +$5.96M +98,048 +37%
Charles Schwab
23
Charles Schwab
California
$21.3M +$3.11M +51,166 +17%
Raymond James Financial
24
Raymond James Financial
Florida
$20.6M +$248K +4,072 +1%
Creative Planning
25
Creative Planning
Kansas
$19M +$873K +14,368 +5%