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HSBC HOLDINGS PLC hedge fund holdings

HSBCNYSE
$96.14+0.32 (+0.33%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HSBC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+35.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025185115$427M$146M474Aug 14, 2025
Q3 2025215108$325M$281M519Nov 14, 2025
Q4 2025243105$483M$270M579Feb 14, 2026
Q1 2026241131$561M$381M611May 15, 2026
Q2 2026269140$482M$452M664Aug 14, 2026

Quarterly action breakdown

Q2 2026
664 filers
New position
106
$62.6M+658K sh
Increased
163
$419M+4.41M sh
Reduced
96
-$320M-3.36M sh
Out / sold
44
-$132M-1.39M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Contrarian Capital Management, L.L.C.Sell 100%-$39.7M$00.00%Aug 14, 2026
Fisher Asset Management, LLCAdded 2.03%+$35.2M$1.77B0.53%Aug 4, 2026
Tredje AP-fondenAdded 230.05%+$29.3M$42M0.19%Aug 10, 2026
Capital Fund Management S.A.Sell 100%-$17.9M$00.00%Aug 13, 2026
Sanders Capital, LLCReduce 6.22%-$16.6M$250M0.25%Aug 10, 2026
1832 Asset Management L.P.Added 48.65%+$13.5M$41.2M0.02%Aug 13, 2026
Manning & Napier Advisors LLCAdded 51116.17%+$11.4M$11.4M0.15%Aug 14, 2026
First Trust Advisors LPReduce 20.58%-$9.79M$37.8M0.02%Aug 11, 2026
Quantinno Capital Management LPAdded 15.15%+$7.57M$57.6M0.07%Aug 13, 2026
Old Mission Capital LLCReduce 52.43%-$6.87M$6.24M0.10%Aug 14, 2026
Caprock Group, LLCNew Buy+$6.23M$6.23M0.12%Jul 27, 2026
Limestone Investment Advisors LPReduce 97.95%-$5.22M$109K0.01%Aug 14, 2026
Flow Traders U.S. LLCNew Buy+$5M$5M0.21%Aug 14, 2026
Jackson Wealth Management, LLCReduce 93.41%-$4.7M$332K0.20%Aug 20, 2026
Vident Advisory, LLCReduce 32.30%-$3.56M$7.47M0.05%Aug 12, 2026
Myriad Asset Management Advisors LLCSell 100%-$3.49M$00.00%Jul 20, 2026
Promethos Capital, LLCAdded 18.27%+$3.46M$22.4M6.09%Aug 12, 2026
NewEdge Wealth, LLCAdded 50.90%+$3.28M$9.71M0.10%Aug 10, 2026
QRG Capital Management, Inc.Added 13.38%+$2.97M$25.1M0.21%Jul 14, 2026
Natixis Advisors, LLCAdded 7.35%+$2.85M$41.5M0.05%Aug 14, 2026
Agf Management LtdNew Buy+$2.41M$2.41M0.01%Aug 10, 2026
Horizon Investments, LLCReduce 62.33%-$2.34M$1.42M0.02%Aug 13, 2026
Yousif Capital Management, LLCReduce 76.36%-$2.28M$706K0.01%Jul 16, 2026
FCG Investment CoNew Buy+$2.18M$2.18M0.75%Jul 13, 2026
Naviter Wealth, LLCAdded 26.11%+$1.87M$9.01M0.82%Aug 7, 2026
NorthCoast Asset Management LLCSell 100%-$1.82M$00.00%Aug 12, 2026
IMC-Chicago, LLCSell 100%-$1.81M$00.00%Aug 6, 2026
OneAscent Investment Solutions LLCNew Buy+$1.77M$1.77M1.67%Aug 11, 2026
MML Investors Services, LLCAdded 17.30%+$1.72M$11.7M0.02%Aug 7, 2026
Assetmark, IncAdded 33.00%+$1.67M$6.74M0.01%Jul 30, 2026
Lester Murray Antman dba SimplyRichAdded 289.81%+$1.51M$2.03M0.48%Aug 3, 2026
Ethic Inc.Added 9.88%+$1.49M$16.6M0.21%Jul 29, 2026
Credit Agricole S AReduce 51.71%-$1.48M$1.38M0.00%Aug 14, 2026
NorthCrest Asset Manangement, LLCNew Buy+$1.32M$1.32M0.03%Jul 15, 2026
Fig Financial Advisory Services IncSell 100%-$1.28M$00.00%Aug 10, 2026
Aperture Investors, LLCAdded 58.91%+$1.26M$3.4M0.31%Aug 14, 2026
Keybank National AssociationAdded 31.24%+$1.16M$4.87M0.02%Jul 28, 2026
LVW Advisors, LLCAdded 90.06%+$1.14M$2.4M0.21%Jul 15, 2026
Marks Group Wealth Management, IncReduce 61.50%-$1.11M$694K0.06%Jul 28, 2026
71 West Capital PartnersNew Buy+$973K$973K0.03%Aug 4, 2026
Kestra Private Wealth Services, LLCAdded 305.56%+$873K$1.16M0.01%Jul 28, 2026
Abacus Wealth Partners, LLCReduce 58.40%-$843K$601K0.06%Jul 22, 2026
Larry Mathis Financial Planning, LLCNew Buy+$809K$809K0.62%Jul 27, 2026
Oppenheimer Asset Management Inc.Reduce 35.46%-$771K$1.4M0.01%Aug 3, 2026
Loring Wolcott & Coolidge Fiduciary Advisors LLPNew Buy+$761K$761K0.01%Jul 30, 2026
Farringdon Capital, Ltd.Added 172.92%+$746K$1.18M0.58%Aug 12, 2026
CenterStar Asset Management, LLCSell 100%-$712K$00.00%Aug 5, 2026
Summit Global InvestmentsNew Buy+$696K$696K0.04%Aug 3, 2026
Atria Investments, IncReduce 26.88%-$687K$1.87M0.02%Jul 28, 2026
Diversify Advisory Services, LLCNew Buy+$609K$609K0.01%Aug 10, 2026
TrueMark Investments, LLCAdded 14.56%+$581K$4.57M0.57%Jul 22, 2026
Opal Capital LLCAdded 14.56%+$581K$4.57M0.82%Aug 5, 2026
Myriad Asset Management US LPSell 100%-$573K$00.00%Jul 20, 2026
Legacy Capital Group California, Inc.Reduce 55.44%-$552K$444K0.13%Jul 29, 2026
Kathmere Capital Management, LLCAdded 22.39%+$546K$2.99M0.16%Jul 29, 2026
Vise Technologies, Inc.Added 9.66%+$541K$6.14M0.07%Aug 11, 2026
a16z Perennial Management, L.P.Sell 100%-$499K$00.00%Jul 24, 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduce 9.37%-$493K$4.77M0.01%Aug 13, 2026
Sivia Capital Partners, LLCAdded 59.88%+$485K$1.3M0.16%Jul 23, 2026
Ted Buchan & CoAdded 21.11%+$468K$2.68M0.88%Jul 23, 2026
Old National BancorpNew Buy+$461K$461K0.01%Jul 15, 2026
Founders Financial Securities LLCReduce 24.37%-$458K$1.42M0.07%Jul 31, 2026
WCG Wealth Advisors LLCReduce 10.92%-$454K$3.7M0.09%Aug 14, 2026
Avestar Capital, LLCNew Buy+$445K$445K0.02%Jul 29, 2026
Collaborative Fund Advisors, LLCNew Buy+$437K$437K0.25%Jul 31, 2026
Xponance LLCAdded 99.52%+$434K$871K0.01%Aug 10, 2026
Vestmark Advisory Solutions, Inc.Added 19.31%+$430K$2.66M0.03%Aug 14, 2026
Qtron Investments LLCReduce 11.65%-$409K$3.11M0.41%Aug 13, 2026
Abundance Wealth CounselorsNew Buy+$397K$397K0.03%Jul 23, 2026
Corient IA LPReduce 66.78%-$378K$188K0.17%Aug 12, 2026
Arkadios Wealth AdvisorsReduce 13.46%-$366K$2.35M0.04%Aug 10, 2026
Garton & Associates Financial Advisors LLCSell 100%-$343K$00.00%Aug 11, 2026
GFS Advisors, LLCNew Buy+$333K$333K0.02%Aug 13, 2026
Evoke Wealth, LLCSell 100%-$332K$00.00%Aug 10, 2026
Voleon Capital Management LPSell 100%-$328K$00.00%Aug 14, 2026
Symmetry Partners, LLCNew Buy+$327K$327K0.02%Jul 23, 2026
Focus Financial Network, Inc.New Buy+$323K$323K0.01%Jul 9, 2026
Westwood Holdings Group IncAdded 14.86%+$321K$2.48M0.02%Aug 14, 2026
Beck Bode, LLCAdded 1.58%+$308K$19.8M3.00%Aug 13, 2026
Prosperity Consulting Group, LLCAdded 104.67%+$305K$596K0.02%Aug 13, 2026
First Command Advisory Services, Inc.Added 907.98%+$303K$336K0.00%Aug 10, 2026
Accuvest Global AdvisorsSell 100%-$289K$00.00%Aug 11, 2026
Victory Financial Group, LLCNew Buy+$286K$286K0.03%Jul 29, 2026
Interchange Capital Partners, LLCNew Buy+$281K$281K0.05%Jul 20, 2026
Everstar Asset Management, LLCAdded 18.19%+$277K$1.8M0.87%Aug 3, 2026
Kingsview Wealth Management, LLCNew Buy+$275K$275K0.00%Aug 19, 2026
Quotient Wealth Partners, LLCNew Buy+$265K$265K0.01%Aug 3, 2026
Magnus Financial Group LLCNew Buy+$265K$265K0.02%Jul 9, 2026
West Family Investments, Inc.Added 29.46%+$265K$1.16M0.34%Aug 10, 2026
Syon Capital LLCAdded 9.34%+$263K$3.09M0.13%Aug 14, 2026
Fiduciary Financial Group, LLCNew Buy+$250K$250K0.03%Jul 10, 2026
Impact Investors, IncSell 100%-$250K$00.00%Jul 31, 2026
National Philanthropic TrustNew Buy+$247K$247K0.00%Aug 14, 2026
Stonebrook Private Inc.New Buy+$247K$247K0.05%Aug 14, 2026
Modera Wealth Management, LLCNew Buy+$242K$242K0.00%Aug 3, 2026
Permanens Capital L.P.New Buy+$240K$240K0.02%Aug 14, 2026
Legacy Wealth Advisors, LLCNew Buy+$239K$239K0.10%Aug 14, 2026
Aviance Capital Partners, LLCNew Buy+$238K$238K0.02%Jul 31, 2026
Baker Tilly Wealth Management, LLCSell 100%-$238K$00.00%Jul 17, 2026
Revisor Wealth Management LLCNew Buy+$235K$235K0.06%Jul 22, 2026

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