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639 hedge funds and large institutions have $6.96B invested in HSBC in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 183 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

44% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 183

6% more capital invested

Capital invested by funds: $6.55B → $6.96B (+$417M)

4% more funds holding

Funds holding: 614639 (+25)

0.04% more ownership

Funds ownership: 2.42%2.46% (+0.04%)

15% less call options, than puts

Call options by funds: $214M | Put options by funds: $252M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
639
Holders Change
+25
Holders Change %
+4.07%
% of All Funds
7.87%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
82
Increased
264
Reduced
183
Closed
44
Calls
$214M
Puts
$252M
Net Calls
-$38.6M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
AssuredPartners Investment Advisors
Florida
$1.1M -$209K -2,468 -16%
LA
227
LVW Advisors
New York
$1.1M +$836K +9,877 +291%
PAG
228
Private Advisor Group
New Jersey
$1.09M -$8.64K -102 -0.8%
BFG
229
Bleakley Financial Group
New Jersey
$1.08M +$43.8K +517 +4%
HC
230
Henshaw Capital
Massachusetts
$1.06M
MMA
231
Miracle Mile Advisors
California
$1.06M -$209K -2,464 -16%
TPI
232
Trust Point Inc
Wisconsin
$1.05M +$181K +2,137 +20%
NSUP
233
NLB Skladi upravljanje premozenja
$1.05M +$131K +1,550 +14%
SRC
234
Sage Rhino Capital
California
$1.04M +$1.95K +23 +0.2%
S
235
SimplyRich
California
$1.03M +$5K +59 +0.5%
CSA
236
Cornerstone Select Advisors
Missouri
$1.03M -$10.2K -120 -1%
EWA
237
EverSource Wealth Advisors
Alabama
$1.03M +$262K +3,094 +33%
CIA
238
Concurrent Investment Advisors
Florida
$1.03M +$399K +4,711 +61%
MHC
239
May Hill Capital
Massachusetts
$1.02M +$57.1K +674 +6%
FMI
240
Frec Markets Inc
California
$1.01M +$270K +3,186 +35%
EFG
241
Everest Financial Group
Minnesota
$995K
TMC
242
Themes Management Co
Connecticut
$994K -$12.1K -143 -1%
Fiera Capital (Canada)
243
Fiera Capital (Canada)
Quebec, Canada
$990K +$85.7K +1,012 +9%
LTAS
244
Linden Thomas Advisory Services
North Carolina
$978K +$45K +531 +5%
WIA
245
World Investment Advisors
California
$972K +$40.5K +478 +4%
DFA
246
Delta Financial Advisors
Louisiana
$951K
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$950K -$157K -1,855 -14%
LWAM
248
Legacy Wealth Asset Management
Minnesota
$942K -$10.3K -122 -1%
GFP
249
Gryphon Financial Partners
Ohio
$941K +$104K +1,231 +12%
CWM
250
Cordatus Wealth Management
Pennsylvania
$937K +$3.98K +47 +0.4%