HDFC Bank Limited Share Price Jumps 2% After Global Investor ABN Amro Doubles Stake

Shares of HDFC Bank Limited gained 2% in ongoing Monday trade on the National Stock Exchange of India, after fresh institutional buying activity came to light, boosting investor sentiment around the country’s largest private sector lender. The stock price increased by ₹18.10 from Friday’s previous close of ₹903.90. The sudden rally comes following disclosures that global investment firm ABN Amro Investment Solutions significantly increased its stake in the bank during the third quarter.According to its latest filing with the U.S. Securities and Exchange Commission (SEC), ABN Amro Investment Solutions boosted its holding in HDFC Bank by 100%, purchasing an additional 104,525 shares during the quarter. The fund now holds 209,050 shares in the bank, valued at approximately ₹59–60 crore in Indian currency terms.

The 100% increase in ABN Amro Investment Solutions’ holding has been viewed positively by market participants, as rising foreign institutional participation is often interpreted as a vote of confidence in a company’s long-term growth and financial stability.Apart from ABN Amro Investment Solutions, several other hedge funds also adjusted their positions in HDFC Bank during the second quarter: Apart from ABN Amro Investment Solutions, several other hedge funds also adjusted their positions in HDFC Bank during the second quarter:

Financial Perspectives Inc raised its stake by 1.3% to 10,769 shares.

Insigneo Advisory Services LLC increased its holding by 4.9% to 3,244 shares.

Huntington National Bank lifted its position by 13.3% to 1,349 shares.

Nisa Investment Advisors LLC grew its stake by 1.3% to 14,694 shares.

Rehmann Capital Advisory Group expanded its holding by 1.5% to 15,022 shares.

Currently, approximately 17.61% of HDFC Bank’s stock is held by institutional investors and hedge funds, underlining sustained global interest in the lender. The bank reported  a steady growth in its December quarter results (Q3 FY26).The country’s largest private sector lender posted a profit after tax of Rs 18,654 crore for the quarter ended December 31, 2025, compared with Rs 16,736 crore in the corresponding period last year.

HDFC Bank's Q3 FY26 net interest income (NII), the bank’s core income metric, increased 6.4 percent to Rs 32,620 crore from Rs 30,650 crore in the year-ago quarter. Core net interest margin stood at 3.35 percent on total assets and 3.51 percent on interest-earning assets during the quarter.Asset quality remained stable during the quarter. Gross non-performing assets (GNPA) stood at Rs 35,179 crore as of December 31, 2025, compared with Rs 36,019 crore a year earlier. The gross NPA ratio improved to 1.24 percent from 1.42 percent in the same period last year.The bank’s capital position remained strong, with the total capital adequacy ratio at 19.9 percent under Basel III norms, well above the regulatory requirement of 11.9 percent. Tier-1 capital adequacy stood at 17.8 percent, while the common equity Tier-1 ratio was 17.4 percent.