Across its top 20 institutional holders, HSBC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$4.5B

Total Buy Value

$3.4B

Total Sell Value

New buy76

Trim196

Add266

Sold out46

342

Net Buyers

242

Net Sellers

Smart Money Convergence

HSBC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/HSBC

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

404280406, 404280906, 404280956

FAQ

Who are the top institutional investors holding HSBC HOLDINGS PLC-SPONS ADR (HSBC)?

Major stakeholders currently include Fisher Asset Management, LLC ($1.5B), Dimensional Fund Advisors LP ($822.6M), Morgan Stanley ($631.7M). Based on the latest 13F filings, there are a total of 655 tracked investment funds and institutions maintaining positions in HSBC.

What is the overall institutional sentiment toward HSBC recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $339.6M, driven by 342 managers accumulating shares while 242 reduced their exposure.

Which institutions have been selling or reducing their HSBC positions?

In the latest period, 196 funds trimmed their holdings, and 46 managers completely exited their positions. The aggregate reported sell value was $3.4B.

Are there any notable investors adding HSBC to their portfolios?

Yes, buying activity remains notable. 76 institutions opened new positions in {ticker}, and 266 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.5B.

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Developer Access

Access HSBC's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/HSBC

CLI

npx alphasmo stocks get HSBC

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