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554 hedge funds and large institutions have $5.64B invested in HSBC in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

49% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 138

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $4.68B → $5.64B (+$961M)

8% more funds holding

Funds holding: 512554 (+42)

0.1% more ownership

Funds ownership: 2.2%2.3% (+0.1%)

12% less call options, than puts

Call options by funds: $280M | Put options by funds: $318M

Holders
554
Holders Change
+42
Holders Change %
+8.2%
% of All Funds
7.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
205
Reduced
138
Closed
47
Calls
$280M
Puts
$318M
Net Calls
-$37.8M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.23B +$23.1M +355,089 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$751M +$12M +185,073 +2%
Morgan Stanley
3
Morgan Stanley
New York
$461M +$13.1M +200,839 +3%
Goldman Sachs
4
Goldman Sachs
New York
$442M +$40.6M +624,776 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$255M +$15M +230,981 +7%
Northern Trust
6
Northern Trust
Illinois
$216M +$8.87M +136,342 +5%
Sanders Capital
7
Sanders Capital
Florida
$211M -$105K -1,620 -0.1%
BlackRock
8
BlackRock
New York
$205M -$3.31M -50,924 -2%
Bank of America
9
Bank of America
North Carolina
$147M -$2.78M -42,775 -2%
American Century Companies
10
American Century Companies
Missouri
$93.1M +$11M +168,438 +15%
CCM
11
Contrarian Capital Management
Connecticut
$89.8M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$83.2M -$5.23M -80,485 -6%
ClearBridge Investments
13
ClearBridge Investments
New York
$57.9M +$53M +815,859 New
CPC
14
Cookson Peirce & Co
Pennsylvania
$44.3M -$1.48M -22,755 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$40.6M -$7.64M -117,539 -17%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$38.2M +$4.46M +68,579 +15%
Renaissance Technologies
17
Renaissance Technologies
New York
$34.8M -$10.4M -160,300 -25%
CGH
18
Crossmark Global Holdings
Texas
$34.1M -$1.48M -22,835 -5%
Raymond James Financial
19
Raymond James Financial
Florida
$32.3M +$7.61M +117,038 +35%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$30.6M +$2.95M +45,403 +12%
Charles Schwab
21
Charles Schwab
California
$29.8M +$4.53M +69,598 +20%
Wells Fargo
22
Wells Fargo
California
$27.8M +$7.26M +111,692 +40%
QCM
23
Quantinno Capital Management
New York
$25.7M +$4.72M +72,595 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$24.8M +$3.98M +61,180 +21%
LPL Financial
25
LPL Financial
California
$24.1M +$2.61M +40,207 +13%

HSBC Hedge Fund Activity: Q3 2025 in Review

554 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2025, worth a combined $5.64B — up 21% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HSBC positions and 47 closed out — a net gain of 51 holders — while 205 added to existing stakes and 138 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $53M. The largest seller was UBS Group, cutting an estimated $46.8M.

  • 554 institutional investors held HSBC (HSBC) as of Q3 2025, up from 512 in Q2 2025.
  • Funds reported $5.64B of HSBC stock for Q3 2025, up 21% quarter-over-quarter.
  • 98 funds opened new HSBC positions in Q3 2025 and 47 closed out, a net change of +51 holders.
  • The largest HSBC buyer in Q3 2025 was ClearBridge Investments, an estimated $53M added.
  • The largest HSBC seller in Q3 2025 was UBS Group, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2025.