Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HSBC Hldgs plc (HSBC)

637 + Investors. Track Smart Money conviction in HSBC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — HSBC

Based on 643 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added HSBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
643 hedge funds hold HSBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

360 buying252 selling
Last quarter: 360 funds bought or added vs 252 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 72 → 103 → 102 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 21% medium ■ 26% new
343 out of 643 hedge funds have held HSBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~89 new funds/quarter

84 → 72 → 103 → 102 → 89 new funds/Q
New funds entering each quarter: 72 → 103 → 102 → 89. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

■ 59% veterans ■ 10% 1-2yr ■ 31% new
Entry-cohort mix of 663 holders: 392 (59%) are 2+ year veterans, 66 entered 1–2 years ago, and 205 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
40 of 637 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HSBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HSBC

In 2026 Q1, 360 hedge funds were net buyers of HSBC (89 opened a new position, 271 added to an existing one), while 252 reduced or exited (194 trimmed, 58 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in HSBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 643.

Hedge Fund Ownership: HSBC

How many hedge funds hold HSBC — quarterly history vs. share price
Quarterly hedge fund ownership of HSBC vs. share price

Market Analysis: HSBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HSBC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy HSBC Hldgs plc (HSBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HSBC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HSBC
+17.0%
XLF
+1220.3%

HSBC outperformed XLF by -1203.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HSBC
+9.2%
XLF
+4.8%

Since the filing became public, HSBC outperformed XLF by +4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: HSBC
637 + Investors

Track Smart Money conviction in HSBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 637 612 4.08%
13F Shares 88M 90M -2.05%
Total Value $7.15B $7.09B 0.82%
New Positions 85 102 -17
Increased Positions 258 271 -13
Closed Positions 60 42 +18
Reduced Positions 191 135 +56
Total Calls 15 17 -11.76%
Total Puts 11 19 -42.11%
PUT/CALL Ratio 0.73 1.12 Neutral

Statistics: HSBC

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Institutional Holders (2026 Q1)

637 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HSBC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HSBC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foresight Global Investors, Inc. 11.31% 211,095 $17.4M
2 Contrarian Capital Management, L.L.C. 11.13% 481,063 $39.7M
3 Promethos Capital, LLC 4.41% 199,092 $16.4M
4 Abc Arbitrage SA 3.10% 283,097 $23.4M
5 Beck Bode, LLC 2.86% 204,934 $16.9M
6 Manatuck Hill Partners, LLC 2.39% 107,448 $8.9M
7 Cookson Peirce & Co Inc 2.07% 593,877 $49.0M
8 Orleans Capital Management Corp/la 1.26% 22,528 $1.9M
9 Old Port Advisors 1.12% 59,040 $4.9M
10 Raelipskie Partnership 1.10% 31,465 $2.6M
11 Myriad Asset Management Advisors LLC 1.03% 41,198 $3.5M
12 American Assets Investment Management, LLC 0.93% 166,918 $13.8M
13 Foresight Capital Management Advisors, INC. 0.87% 19,045 $1.6M
14 Myriad Asset Management US LP 0.86% 6,949 $573K
15 Naviter Wealth, LLC 0.80% 75,156 $6.4M
16 Mitchell & Pahl Private Wealth, LLC 0.75% 22,478 $1.9M
17 AMJ Financial Wealth Management 0.75% 38,467 $3.2M
18 Ted Buchan & Co 0.70% 23,296 $1.9M
19 TrueMark Investments, LLC 0.67% 41,955 $3.5M
20 Cornerstone Select Advisors, LLC 0.64% 12,488 $1.0M
21 Sonoma Private Wealth LLC 0.63% 6,221 $513K
22 Themes Management Co LLC 0.61% 12,052 $994K
23 Opal Capital LLC 0.61% 41,955 $3.5M
24 Everstar Asset Management, LLC 0.59% 13,515 $1.1M
25 Tepp RIA, LLC 0.57% 8,849 $730K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HSBC Hldgs plc (HSBC)

What does the Smart Money Trend signal show for HSBC?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added HSBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HSBC?

Slight buying edge — 59% buying: Last quarter: 360 funds bought or added vs 252 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HSBC holders?

Elite ownership — 74% AUM from top-100 funds: 40 of 637 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HSBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HSBC?

53% of holders stayed for 2+ years: 343 out of 643 hedge funds have held HSBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy HSBC Hldgs plc (HSBC) following the 2026 Q1 hedge fund 13F filings?

As of today, HSBC has moved +9.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), HSBC has gained +17.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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