Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HSBC HLDGS PLC (HSBC)

618 + 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
↑ +61
Streak
7Q ▲
Buyers last Q
68%

Smart Money Signals — HSBC

Based on 589 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
589 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 — +32% more funds vs a year ago

fund count last 6Q
+143 new funds entered over the past year (+32% 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 — 68% buying

369 buying176 selling
Last quarter: 369 funds were net buyers (100 opened a brand new position + 269 added to an existing one). Only 176 were sellers (137 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~100 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 81 → 69 → 96 → 100. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
332 out of 589 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.
📈

Growing discovery — still being found

71 → 81 → 69 → 96 → 100 new funds/Q
New funds entering each quarter: 81 → 69 → 96 → 100. A growing number of institutions are discovering HSBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 10% 1-2yr ■ 29% new
Of 618 current holders: 378 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
29 of 589 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 4 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: HSBC
2026 Q1 Stats Unlock in 17 days 618 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 618 551 12.16%
13F Shares 89M 85M 5.26%
Total Value $7.04B $6.02B 16.96%
New Positions 104 99 +5
Increased Positions 302 230 +72
Closed Positions 41 58 -17
Reduced Positions 169 168 +1
Total Calls 17 15 13.33%
Total Puts 19 15 26.67%
PUT/CALL Ratio 1.12 1.0 Neutral

Statistics: HSBC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

618 + investors

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

Top 25 institutional holders of HSBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COOKSON PEIRCE & CO INC 2.07% 593,877 $49.0M
2 Old Port Advisors 1.12% 59,040 $4.9M
3 RAELIPSKIE PARTNERSHIP 1.10% 31,465 $2.6M
4 Myriad Asset Management Advisors LLC 1.03% 41,198 $3.5M
5 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 0.87% 19,045 $1.6M
6 Myriad Asset Management US LP 0.86% 6,949 $573K
7 Naviter Wealth, LLC 0.80% 75,156 $6.4M
8 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.75% 22,478 $1.9M
9 TrueMark Investments, LLC 0.67% 41,955 $3.5M
10 Everstar Asset Management, LLC 0.59% 13,515 $1.1M
11 Tepp RIA, LLC 0.57% 8,849 $730K
12 Henry James International Management Inc. 0.46% 15,380 $1.3M
13 Cherokee Insurance Co 0.42% 13,545 $1.1M
14 South Shore Capital Advisors 0.41% 6,850 $565K
15 Abel Hall, LLC 0.35% 20,017 $1.7M
16 CHELSEA COUNSEL CO 0.34% 10,100 $795K
17 Cromwell Holdings LLC 0.33% 6,967 $590K
18 Traveka Wealth, LLC 0.32% 10,110 $834K
19 SEVEN MILE ADVISORY 0.31% 5,251 $433K
20 Five Oceans Advisors 0.31% 10,361 $855K
21 Wealthstar Advisors, LLC 0.31% 7,903 $652K
22 OneAscent Family Office, LLC 0.30% 5,244 $433K
23 Generali Investments CEE, investicni spolecnost, a.s. 0.27% 63,021 $5.2M
24 PARTNERS WEALTH MANAGEMENT, LLC 0.27% 3,150 $260K
25 Fulcrum Equity Management 0.27% 3,352 $277K
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 — 7 quarters in a row: For 7 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 — 68% buying: Last quarter: 369 funds were net buyers (100 opened a brand new position + 269 added to an existing one). Only 176 were sellers (137 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HSBC holders?

Elite ownership — 65% AUM from top-100 funds: 29 of 589 holders are among the 100 largest funds by AUM, controlling 65% 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?

56% of holders stayed for 2+ years: 332 out of 589 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.

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.