407 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
139
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$329K +$42.5K +1,081 +15%
PCIA
227
Prime Capital Investment Advisors
Kansas
$314K -$27.9K -710 -8%
Deutsche Bank
228
Deutsche Bank
Germany
$314K
FOA
229
Five Oceans Advisors
California
$313K
ATIA
230
American Trust Investment Advisors
New Hampshire
$311K
AWM
231
AE Wealth Management
Kansas
$302K -$789K -20,047 -72%
OL
232
Optas LLC
Texas
$296K +$27.5K +699 +10%
SCP
233
Sivia Capital Partners
California
$285K -$32.8K -834 -10%
KP
234
Keel Point
Alabama
$276K +$54.4K +1,382 +25%
BRWA
235
B. Riley Wealth Advisors
Florida
$275K +$275K +6,960 New
BPA
236
Beacon Pointe Advisors
California
$274K -$3.27K -83 -1%
TW
237
Traveka Wealth
California
$268K +$12.7K +323 +5%
MWPCG
238
Measured Wealth Private Client Group
New Hampshire
$265K +$16.9K +429 +7%
SC
239
Savant Capital
Illinois
$258K +$38.8K +987 +18%
S
240
SimplyRich
California
$257K +$13.8K +349 +6%
Wolverine Trading
241
Wolverine Trading
Illinois
$256K -$576K -14,628 -69%
CI
242
Centerstone Investors
New York
$251K +$251K +6,375 New
AWM
243
Avior Wealth Management
Nebraska
$251K +$247K +6,267 +6,395%
DWM
244
Drive Wealth Management
Utah
$249K +$5.68K +139 +2%
MWM
245
Mission Wealth Management
California
$248K +$43.9K +1,115 +21%
HCP
246
Hexagon Capital Partners
Arkansas
$248K -$551 -14 -0.2%
SPW
247
Sonoma Private Wealth
California
$248K +$248K +6,296 New
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
$244K -$2.32M -59,019 -90%
KAS
249
Kestra Advisory Services
Texas
$243K -$1.38K -35 -0.6%
BFG
250
Bleakley Financial Group
New Jersey
$239K -$14K -355 -6%