HSBC HSBC Holdings PLC
XNYS
90.30
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
HSBC
$90.30
—
Key stats
$90.30
- 52-Week Range
- $66.23 – $107.92
- YTD
- +12.24%
- IV Rank (30D)
- 68.22
- Straddle Price
- $6.12
- P/C Vol Ratio
- 2.53
- Market Cap
- $314.3B
- Open
- $90.39
- Day Range
- $89.92 – $90.83
- Volume
- 2,206,174
- Prev Close
- $91.89
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 0.78 |
| Cost of Equity (CAPM) | 9.03% (VRP-adj) |
| WACC | 9.07% |
| Volatility Risk Premium | +19.1pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $100.32 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $95.57 |
| Bollinger Width / SMA20 | 12.5% (drives anchor stability) |
| Net Debt | $0.0B |
Peers used for multiples: BAP, BNY, ING, JPM, MUFG, RY, SAN, TD
60-Day Conviction
45%
20-Day Fair Value
≈ by Nov 23, 2026
$90.64
α -0.0%
rank 14%
conviction
3%
40-Day Fair Value
≈ by Dec 22, 2026
$91.73
α +1.2%
rank 15%
conviction
37%
60-Day Fair Value
≈ by Jan 20, 2027
$91.81
α +1.2%
rank 17%
conviction
45%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $64.06 | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | n/a | 0% | |
| Peer P/S | n/a | 0% | |
| Market Anchor (SMA50) | $100.32 | 64% | stability 87% (BB-width) |
| Options Expected (B-L 30d) | $92.04 | 36% | 31 strikes · skew -0.52 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- SAVINGS INSTITUTION, FEDERALLY CHARTERED (6035) · industry map
- Exchange
- XNYS
- Market Cap
- $314.3B
- Employees
- 206,161
- List Date
- 1995-05-11
- CIK
- 0001089113
- Next Earnings
- 2026-10-27
- EPS Forecast
- $2.13 (1 est.)
- Homepage
- https://www.hsbc.com
Established in 1865 in Hong Kong, London-based HSBC is one of the largest banks in the world, with assets of USD 3 trillion and over 40 million customers worldwide. It operates in over 50 countries with over 200,000 full-time staff. Hong Kong and the United Kingdom are its two largest markets. The bank offers retail, commercial and institutional banking, global banking and markets, wealth management, and private banking.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 1.59% | 16.81% | 16.79% | -1.97% | 7.70% | 9.40% | 8.39% |
| Feb | 12.97% | -6.34% | 3.71% | -0.81% | 16.78% | 3.97% | 5.05% |
| Mar | -0.78% | 3.20% | -11.00% | 0.97% | -4.81% | -8.07% | -3.41% |
| Apr | 6.70% | -10.48% | 3.83% | 10.86% | -2.06% | 7.49% | 2.72% |
| May | 5.64% | 8.32% | 2.76% | 2.29% | 7.53% | 1.95% | 4.75% |
| Jun | -8.85% | -1.42% | 5.88% | -3.07% | 1.33% | 2.05% | -0.68% |
| Jul | -5.52% | -3.92% | 4.58% | 3.06% | 1.71% | 11.07% | 1.83% |
| Aug | -3.61% | -7.81% | -11.58% | 4.71% | 5.05% | -4.38% | -2.94% |
| Sep | -1.95% | -14.19% | 5.09% | 4.08% | 10.77% | -3.96% | -0.03% |
| Oct | 13.99% | -1.45% | -6.89% | 3.45% | -1.81% | -5.36%* | 0.32% |
| Nov | -9.42% | 16.72% | 5.98% | 1.54% | 0.99% | -- | 3.16% |
| Dec | 8.26% | 2.00% | 4.86% | 5.21% | 10.24% | -- | 6.11% |
| Total | 16.77% | -3.75% | 22.45% | 33.95% | 65.30% | 12.88% | 24.60% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $95.05
SMA 50: $100.05
SMA 200: $93.26
Current: $90.68
EMA 12: $93.62
EMA 26: $95.96
MACD: -2.3381 | Signal: -0.1214
BEARISH
ADX (14): 26.26
TREND
+DI: 23.05
−DI: 47.90
Momentum Oscillators
RSI (14): 31.08
NEUTRAL
Stoch %K: 17.07
Stoch %D: 20.11
Williams %R: -90.67
Volume & Volatility
BB Upper: $100.59
BB Lower: $89.52
NEUTRAL
OBV: 103,420,703
Vol SMA 20: 1,930,351
Vol ROC: 6.48%
ATR: $1.82
True Range: $1.97
HV 20: 24.0%
HV 30: 22.7%
HV 60: 20.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report: HSBC
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a neutral trend, with the stock trading within a range
- Recent news headlines are mostly neutral, with no significant market-moving events
- Risk metrics indicate high volatility, which could impact investment decisions
Primary Risks:
- High volatility may lead to large price movements and increased risk
- Lack of clear technical signals or market catalysts may limit upside potential
Investment Thesis:
HSBC's recent performance is characterized by a neutral trend, with the stock trading within a range. The lack of significant market-moving events has kept sentiment relatively calm. However, the high volatility in the options market suggests that investors are pricing in a higher level of uncertainty. As such, investors may want to consider a more cautious approach, focusing on managing risk and avoiding extreme price movements.
Recent News Sentiment Impact:
The recent news headlines have had a neutral impact on the stock's performance. While some articles discussed ETFs and banking stocks, none contained market-moving information that would significantly impact HSBC's stock price.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): NEUTRAL
- Long-term (3-12 months): BULLISH (due to the upward trend in the MACD)
Support/Resistance Levels:
- Upper resistance: $107.29 (Bollinger Band upper)
- Lower support: $100.59 (Bollinger Band lower)
Momentum Signals:
- RSI interpretation: NEUTRAL (57.24, neither overbought nor oversold)
- MACD signal: BULLISH (bullish crossover above the signal line)
- Bollinger Bands position: NEUTRAL (price trading within the bands)
Volume Analysis:
- Volume trends: LOW
- Institutional interest signals: MIXED
News & Sentiment Analysis
Recent Headlines Summary:
The recent news headlines are mostly neutral, with no significant market-moving events.
Sentiment Assessment:
Aggregate sentiment is NEUTRAL, with no clear trend or market-moving information.
Catalyst Identification:
No specific catalysts have been identified that could significantly impact the stock's performance in the near term.
Market Narrative:
The market narrative remains neutral, with investors awaiting further market developments and technical signals to make informed investment decisions.
Risk & Volatility Assessment
Risk Interpretation:
Beta: 1.23 (High risk relative to market)
Volatility Regime:
Current vs historical volatility levels: HIGH (0.28, higher than the average volatility over the past year)
Options Market Signals:
- IV rank: MEDIUM (74.4%, indicating historically high volatility)
- Put/call ratios: BULLISH (1,918 calls vs 143 puts)
- Unusual activity: MIXED
Downside Protection:
Support levels and risk management considerations: $100.59 (Bollinger Band lower)
Market Context & Positioning
Sector Performance:
HSBC's performance is relatively strong within the Financials sector.
Institutional Activity:
Volume patterns suggesting institutional interest: MIXED
Correlation Analysis:
How stock moves relative to market (R-squared interpretation): 0.57 (moderately correlated with the broader market)
Relative Valuation:
Position within trading range: NEUTRAL
Key Levels & Action Items
Critical Price Levels:
- Support/resistance levels:
- Upper resistance: $107.29 (Bollinger Band upper)
- Lower support: $100.59 (Bollinger Band lower)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves:
- MACD crossover above the signal line
- RSI oversold or overbought
Time-Sensitive Catalysts:
No specific earnings dates, FDA approvals, or product launches have been identified.
Risk Management:
Stop-loss levels and position sizing considerations: $102.46 (EMA 26)
Generated
News
All HSBC news →
HSBC is rolling out RedCoin wallets to PayMe users, with plans to support tokenized investment subscriptions and expand into institutional uses.
India’s private-sector activity improved modestly in October, signaling the economy retained momentum even as growth remained below the pace seen earlier in the year, according to a flash survey by HSBC Holdings Plc on Friday.
HSBC Holdings Plc and Standard Chartered Plc are expected to sustain strong returns on higher rates and Asian wealth fees, though China’s tighter capital-flow rules and cost pressures cloud the outlook.
Max Kettner, HSBC’s chief multiasset strategist, says the investors need to understand the goal posts are constantly moving with AI investing.
Showing 1–10 of 50
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HSBC Options Activity & IV Rank
HSBC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 31.0%
7-DTE IV: 41.2%
Expected Move: $6.12
7-DTE Move: $4.20
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 253
Put Volume: 639
P/C Volume: 2.526
BEARISH
Call OI: 3,545
Put OI: 3,161
P/C OI: 0.892
Total OI: 6,706
ATM Options Pricing
ATM Call: $3.25
ATM Put: $2.88
Call %: 3.6%
Put %: 3.2%
Chain Summary
Chain Volume: 50,113
Chain OI: 87,371
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 12th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
12%
vs own history
GEX tilt
-0.15
OI-weighted, today
Vanna tilt
+0.32
δ-sensitivity to IV
Charm tilt
-0.30
δ-decay vs time
Vanna tilt +0.32: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.30: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 63 ATM contracts, 27k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
74%
+14.2
pts
EXTREME
ATM 34.2% / Wing 48.4%
30 DTE / 10d
22%
+6.0
pts
EXTREME
ATM 30.8% / Wing 36.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)78.0HighOct 23
IV Rank (30 DTE)68.2MediumOct 23
Straddle Price (30 DTE)$6.12Oct 23
Beta Analysis
Risk Metrics
Beta: 1.2910
Alpha: 18.31%
Correlation: 0.5921
R-Squared: 35.1%
Stock Volatility: 27.8%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own HSBC
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $39.9M | #416 of 3138 | -20.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $15.4M | #1294 of 3716 | -47.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $5.3M | #950 of 4729 | +0.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
HSBC Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
22 filers$290.80M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $86.07M | 29.60% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $46.45M | 15.97% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $35.48M | 12.20% | 2026-06-30 |
| 4 | Optiver Holding B.V. | $24.92M | 8.57% | 2026-06-30 |
| 5 | Jain Global LLC | $14.26M | 4.90% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $13.77M | 4.73% | 2026-06-30 |
| 7 | Twin Tree Management, LP | $12.15M | 4.18% | 2026-06-30 |
| 8 | Squarepoint Ops LLC | $12.10M | 4.16% | 2026-06-30 |
| 9 | Point72 Asset Management, L.P. | $9.26M | 3.18% | 2026-06-30 |
| 10 | Walleye Trading LLC | $9.12M | 3.14% | 2026-06-30 |
| 11 | Royal Bank of Canada Custodian | $6.66M | 2.29% | 2026-06-30 |
| 12 | Millennium Management LLC Custodian | $5.70M | 1.96% | 2026-06-30 |
| 13 | Simplex Trading, LLC Custodian | $5.26M | 1.81% | 2026-06-30 |
| 14 | TUDOR INVESTMENT CORP ET AL | $3.02M | 1.04% | 2026-06-30 |
| 15 | Walleye Capital LLC | $2.15M | 0.74% | 2026-06-30 |
| 16 | Avestar Capital, LLC | $1.28M | 0.44% | 2026-06-30 |
| 17 | CAPITAL FUND MANAGEMENT S.A. | $1.11M | 0.38% | 2026-06-30 |
| 18 | Two Sigma Investments, LP Custodian | $865.32K | 0.30% | 2026-06-30 |
| 19 | Wolverine Trading, LLC Custodian | $472.15K | 0.16% | 2025-09-30 |
| 20 | GROUP ONE TRADING LLC Custodian | $456.43K | 0.16% | 2026-06-30 |
| 21 | Raiffeisen Bank International AG | $184.20K | 0.06% | 2026-06-30 |
| 22 | Limestone Investment Advisors LP | $66.56K | 0.02% | 2026-06-30 |
23 filers$388.18M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Optiver Holding B.V. | $72.26M | 18.61% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $69.29M | 17.85% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $49.78M | 12.82% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $37.95M | 9.78% | 2026-06-30 |
| 5 | BNP Paribas Financial Markets Custodian | $25.67M | 6.61% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $17.72M | 4.57% | 2026-06-30 |
| 7 | Jain Global LLC | $14.26M | 3.67% | 2026-06-30 |
| 8 | Parallax Volatility Advisers, L.P. | $14.26M | 3.67% | 2026-06-30 |
| 9 | Point72 Asset Management, L.P. | $12.31M | 3.17% | 2026-06-30 |
| 10 | Walleye Trading LLC | $11.77M | 3.03% | 2026-06-30 |
| 11 | JPMorgan Chase & Co Custodian | $11.41M | 2.94% | 2026-06-30 |
| 12 | Wolverine Trading, LLC Custodian | $11.29M | 2.91% | 2025-09-30 |
| 13 | Squarepoint Ops LLC | $9.20M | 2.37% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $6.91M | 1.78% | 2026-06-30 |
| 15 | Royal Bank of Canada Custodian | $6.66M | 1.71% | 2026-06-30 |
| 16 | Twin Tree Management, LP | $5.44M | 1.40% | 2026-06-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $4.06M | 1.05% | 2026-06-30 |
| 18 | Millennium Management LLC Custodian | $2.16M | 0.56% | 2026-06-30 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $1.51M | 0.39% | 2026-06-30 |
| 20 | Walleye Capital LLC | $1.47M | 0.38% | 2026-06-30 |
| 21 | GROUP ONE TRADING LLC Custodian | $1.41M | 0.36% | 2026-06-30 |
| 22 | Two Sigma Investments, LP Custodian | $960.41K | 0.25% | 2026-06-30 |
| 23 | Limestone Investment Advisors LP | $399.38K | 0.10% | 2026-06-30 |
HSBC Insider Trading (Form 4)
Latest: 2026-08-25Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | Daniel Scott Palomaki | Global Financial Controller | Grant (A) | +76 RSU | — | EDGAR | |
| 2026-05-26 | Daniel Scott Palomaki | Global Financial Controller | Grant (A) | +88 RSU | — | EDGAR | |
| 2026-05-11 | Daniel Scott Palomaki | Global Financial Controller | Sell (S) | −23,123 | $18.11 | -$418.7K | EDGAR |
| 2026-03-30 | Jonathan Bingham | Global Financial Controller | Buy (P) | +13 | $15.81 | $205 | EDGAR |
| 2026-03-24 | Jonathan Bingham | Global Financial Controller | Grant (A) | +792 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
HSBC Insider Holdings
2 insiders · @ $90.68
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Daniel Scott Palomaki | Global Financial Controller | 4,973 | $451.0K | -$418.7K | 3 | 2026-08-25 |
| 2 | Jonathan Bingham | Global Financial Controller | 1,786 | $162.0K | $205 | 2 | 2026-03-30 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
36 ETFs hold HSBC
25 shown · $685.10M total exposure · 0.62% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | DFIV Dimensional International Value ETF | Dimensional | 1.09% | $239.6M | $21.8B | 2026-10-21 |
| 2 | AVDE Avantis International Equity ETF | Avantis | 0.74% | $144.3M | $19.6B | 2026-10-21 |
| 3 | DFIC Dimensional International Core Equity 2 ETF | Dimensional | 0.42% | $64.1M | $15.2B | 2026-10-21 |
| 4 | FENI Fidelity Enhanced International ETF | Fidelity | 0.36% | $42.4M | $11.6B | 2026-10-21 |
| 5 | PXF Invesco RAFI Developed Markets ex-U.S. ETF | Nport | 1.21% | $33.8M | — | 2026-04-30 |
| 6 | DFAX Dimensional World ex US Core Equity 2 ETF | Dimensional | 0.24% | $29.4M | $12.1B | 2026-10-21 |
| 7 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.37% | $29.2M | $7.9B | 2026-10-21 |
| 8 | OAIM ONEASCENT INTERNATIONAL EQUITY ETF | Nport | 4.49% | $16.5M | — | 2026-05-31 |
| 9 | BSCQ Invesco BulletShares 2026 Corporate Bond ETF | Invesco | 0.46% | $13.6M | — | 2026-10-21 |
| 10 | BSCR Invesco BulletShares 2027 Corporate Bond ETF | Invesco | 0.23% | $10.4M | — | 2026-10-21 |
| 11 | APIE ActivePassive International Equity ETF | Nport | 0.95% | $9.9M | — | 2026-05-31 |
| 12 | GSY Invesco Ultra Short Duration ETF | Invesco | 0.20% | $7.9M | — | 2026-10-21 |
| 13 | VRIG Invesco Variable Rate Investment Grade ETF | Invesco | 0.39% | $7.5M | — | 2026-10-21 |
| 14 | BSCS Invesco BulletShares 2028 Corporate Bond ETF | Invesco | 0.21% | $7.3M | — | 2026-10-21 |
| 15 | DFSI Dimensional International Sustainability Core 1 ETF | Dimensional | 0.44% | $5.2M | $1.2B | 2026-10-21 |
| 16 | PIZ Invesco Dorsey Wright Developed Markets Momentum ETF | Nport | 0.72% | $5.2M | — | 2026-07-31 |
| 17 | AVSD Avantis Responsible International Equity ETF | Avantis | 1.01% | $3.9M | $369.3M | 2026-10-21 |
| 18 | IDVZ Polen International Dividend Income ETF | Nport | 2.48% | $3.8M | — | 2026-04-30 |
| 19 | GMOI GMO International Value ETF | Nport | 0.56% | $2.5M | — | 2026-05-31 |
| 20 | HSBH HSBC Holdings Plc ADRHedged | Nport | 96.22% | $2.0M | — | 2026-06-30 |
| 21 | QUIZ Zacks Quality International ETF | Nport | 2.37% | $2.0M | — | 2026-05-31 |
| 22 | PICB Invesco International Corporate Bond ETF | Invesco | 0.41% | $1.3M | — | 2026-10-21 |
| 23 | GTO Invesco Total Return Bond ETF | Invesco | 0.04% | $1.3M | — | 2026-10-21 |
| 24 | GTOC Invesco Core Fixed Income ETF | Invesco | 0.25% | $1.0M | — | 2026-10-21 |
| 25 | GSIB Themes Global Systemically Important Banks ETF | Nport | 3.60% | $985,798 | — | 2026-06-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
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Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.91M
SI % of Float
0.14%
Days to Cover
3.35
Short Vol Ratio
34.1%
Free Float
—
Float %
—
Short interest 2026-09-30 • Short volume 2026-10-23