Purchases and Sales Made in Q4 2025 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2025. The information is specifically focused on institutions that hold shares of HSBC HOLDINGS PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
142K+ 4566.3% |
$9.33M - $10.4M
|
145K
$10.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
20.4K+ 14.54% |
$1.34M - $1.5M
|
161K
$11.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 74.63% |
$1.33M - $1.49M
|
47.5K
$3.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.44K+ 28.79% |
$555K - $621K
|
37.8K
$2.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.25K+ 42.69% |
$541K - $606K
|
27.6K
$1.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 67.09% |
$518K - $580K
|
19.7K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.74KNew |
$508K - $569K
|
7.74K
$551K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.41K+ 33.51% |
$487K - $545K
|
29.5K
$2.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.12K+ 27.97% |
$467K - $523K
|
32.6K
$2.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.66K+ 126.26% |
$372K - $416K
|
10.1K
$722K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.9K+ 18.34% |
$322K - $360K
|
31.6K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.91KNew |
$257K - $288K
|
3.91K
$279K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.47K+ 81.08% |
$228K - $255K
|
7.74K
$551K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.41KNew |
$224K - $250K
|
3.41K
$243K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.4KNew |
$223K - $250K
|
3.4K
$242K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.02K+ 39.62% |
$198K - $222K
|
10.6K
$757K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.01K+ 12.93% |
$198K - $221K
|
26.3K
$1.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.7K+ 5.38% |
$177K - $199K
|
52.9K
$3.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$175K - $195K
|
2.66K
$189K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.62K+ 34.77% |
$172K - $193K
|
10.2K
$724K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 5.36% |
$135K - $151K
|
40.4K
$2.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.87K+ 65.07% |
$123K - $137K
|
4.74K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.78K+ 21.71% |
$117K - $131K
|
9.96K
$709K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 3.67% |
$92.7K - $104K
|
39.9K
$2.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.38K+ 10.01% |
$90.8K - $102K
|
15.2K
$1.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35K+ 10.72% |
$88.5K - $99.1K
|
13.9K
$992K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.17K+ 5.34% |
$76.8K - $86K
|
23.1K
$1.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1K+ 256.74% |
$72.5K - $81.1K
|
1.53K
$109K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
926+ 14.37% |
$60.8K - $68.1K
|
7.37K
$525K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
817+ 3.91% |
$53.7K - $60K
|
21.7K
$1.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
612+ 728.57% |
$40.2K - $45K
|
696
$49.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
599+ 5.58% |
$39.3K - $44K
|
11.3K
$807K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
426New |
$28K - $31.3K
|
426
$30.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
419+ 6.2% |
$27.5K - $30.8K
|
7.18K
$511K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
397+ 5.05% |
$26.1K - $29.2K
|
8.26K
$588K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
381+ 12.71% |
$25K - $28K
|
3.38K
$241K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
324+ 2.69% |
$21.3K - $23.8K
|
12.4K
$880K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
292+ 0.49% |
$19.2K - $21.5K
|
59.6K
$4.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
271+ 14.3% |
$17.8K - $19.9K
|
2.17K
$154K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
245+ 1.52% |
$16.1K - $18K
|
16.4K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
219+ 5.32% |
$14.4K - $16.1K
|
4.34K
$309K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
208+ 4.14% |
$13.7K - $15.3K
|
5.23K
$373K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
148New |
$9.72K - $10.9K
|
148
$10.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
146+ 2.31% |
$9.59K - $10.7K
|
6.47K
$461K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
136New |
$8.93K - $9.99K
|
136
$9.69K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
123+ 1.0% |
$8.08K - $9.04K
|
12.4K
$886K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
108+ 2.31% |
$7.09K - $7.94K
|
4.78K
$340K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
104New |
$6.83K - $7.64K
|
104
$7.41K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 9.94% |
$6.76K - $7.57K
|
1.14K
$81.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
99+ 3.04% |
$6.5K - $7.28K
|
3.35K
$239K
|
|