Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HSBC Hldgs plc (HSBC)

699 + 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
↑ +70
Streak
9Q ▲
Buyers last Q
63%

Smart Money Signals — HSBC

Based on 715 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
715 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 — +40% more funds vs a year ago

fund count last 6Q
+205 new funds entered over the past year (+40% 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.
🟢

More buyers than sellers — 63% buying

414 buying248 selling
Last quarter: 414 funds were net buyers (130 opened a brand new position + 284 added to an existing one). Only 248 were sellers (188 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new HSBC position: 103 → 103 → 90 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 26% new
368 out of 715 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.
💰

Value +18% but shares only +2% — price-driven

Value
+17%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~130 new funds/quarter

73 → 103 → 103 → 90 → 130 new funds/Q
New funds entering each quarter: 103 → 103 → 90 → 130. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 32% newcomers

■ 57% veterans ■ 11% 1-2yr ■ 32% new
Entry-cohort mix of 740 holders: 423 (57%) are 2+ year veterans, 80 entered 1–2 years ago, and 237 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
41 of 703 holders are among the 100 largest funds by AUM, controlling 78% 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 Q2, 414 hedge funds were net buyers of HSBC (130 opened a new position, 284 added to an existing one), while 248 reduced or exited (188 trimmed, 60 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in HSBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +70 funds (more new holders than closures). Total institutional holders: 715.

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 Q2 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 June 30, 2026 · 82d ago
HSBC
+7.1%
XLF
+4.2%

HSBC outperformed XLF by +2.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
HSBC
-1.9%
XLF
-4.0%

Since the filing became public, HSBC outperformed XLF by +2.1% .

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.

19 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HSBC
699 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 699 645 8.37%
13F Shares 89M 88M 1.77%
Total Value $8.42B $7.15B 17.68%
New Positions 129 90 +39
Increased Positions 278 259 +19
Closed Positions 63 58 +5
Reduced Positions 183 193 -10
Total Calls 18 15 20.0%
Total Puts 18 11 63.64%
PUT/CALL Ratio 1.0 0.73 Neutral

Statistics: HSBC

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Institutional Holders (2026 Q2)

699 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foresight Global Investors, Inc. 12.31% 213,514 $20.3M
2 Promethos Capital, LLC 6.09% 235,463 $22.4M
3 Manatuck Hill Partners, LLC 3.39% 107,448 $10.2M
4 Beck Bode, LLC 3.00% 208,170 $19.8M
5 Abc Arbitrage SA 2.91% 283,637 $27.0M
6 Cookson Peirce & Co Inc 1.86% 594,134 $56.5M
7 OneAscent Investment Solutions LLC 1.67% 18,588 $1.8M
8 Bellars Harris Wealth Management, LLC 1.64% 84,607 $8.0M
9 Raelipskie Partnership 1.13% 31,465 $3.0M
10 Old Port Advisors 1.11% 59,281 $5.6M
11 Orleans Capital Management Corp/la 1.11% 22,528 $2.1M
12 American Assets Investment Management, LLC 0.96% 166,918 $15.9M
13 Ted Buchan & Co 0.88% 28,214 $2.7M
14 Foresight Capital Management Advisors, INC. 0.87% 18,850 $1.8M
15 Everstar Asset Management, LLC 0.87% 15,973 $1.8M
16 Naviter Wealth, LLC 0.82% 94,781 $9.0M
17 Opal Capital LLC 0.82% 48,065 $4.6M
18 Mitchell & Pahl Private Wealth, LLC 0.79% 22,722 $2.2M
19 FCG Investment Co 0.75% 22,945 $2.2M
20 AMJ Financial Wealth Management 0.75% 38,467 $3.2M
21 Sonoma Private Wealth LLC 0.67% 6,543 $622K
22 Themes Management Co LLC 0.65% 10,367 $986K
23 Larry Mathis Financial Planning, LLC 0.65% 8,506 $809K
24 Farringdon Capital, Ltd. 0.58% 12,377 $1.2M
25 TrueMark Investments, LLC 0.57% 48,065 $4.6M
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 — 9 quarters in a row: For 9 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?

More buyers than sellers — 63% buying: Last quarter: 414 funds were net buyers (130 opened a brand new position + 284 added to an existing one). Only 248 were sellers (188 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HSBC holders?

Elite ownership — 78% AUM from top-100 funds: 41 of 703 holders are among the 100 largest funds by AUM, controlling 78% 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?

51% of holders stayed for 2+ years: 368 out of 715 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 Q2 hedge fund 13F filings?

As of today, HSBC has moved -1.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (June 30, 2026), HSBC has gained +7.1% vs +4.2% 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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