We are live on ! Find out more

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
IAA
251
Independent Advisor Alliance
North Carolina
$899K -$59.5K -703 -6%
RA
252
Rational Advisors
New York
$869K +$62.2K +734 +7%
LCGC
253
Legacy Capital Group California
California
$864K -$162K -1,908 -15%
GSEP
254
Golden State Equity Partners
California
$856K +$468K +5,521 +114%
CCC
255
Chelsea Counsel Company
California
$856K
FOA
256
Five Oceans Advisors
California
$855K
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$849K +$1.69K +20 +0.2%
PWM
258
Perigon Wealth Management
California
$845K +$9.15K +108 +1%
TW
259
Traveka Wealth
California
$834K
William Blair & Company
260
William Blair & Company
Illinois
$812K -$12.4K -146 -1%
DWM
261
Drive Wealth Management
Utah
$790K +$593 +7 +0.1%
SIA
262
SeaBridge Investment Advisors
New Jersey
$781K -$3.81K -45 -0.5%
WFI
263
West Family Investments
California
$780K -$1.15M -13,602 -59%
Deutsche Bank
264
Deutsche Bank
Germany
$776K
PWAM
265
Papamarkou Wellner Asset Management
New York
$771K +$518K +6,122 +190%
WPC
266
Wedmont Private Capital
Pennsylvania
$769K +$21.9K +258 +3%
WCA
267
Westover Capital Advisors
Delaware
$768K +$10.2K +120 +1%
OL
268
Optas LLC
Texas
$767K -$10.8K -127 -1%
Lido Advisors
269
Lido Advisors
California
$764K +$62.1K +733 +9%
CB
270
Commerce Bank
Missouri
$760K +$525K +6,202 +206%
VWM
271
Venturi Wealth Management
Texas
$750K +$316K +3,729 +69%
HWM
272
HighMark Wealth Management
Minnesota
$743K
MFIM
273
Mesirow Financial Investment Management
Illinois
$736K +$19.7K +233 +3%
MWM
274
Mission Wealth Management
California
$730K -$18.6K -220 -2%
TR
275
Tepp RIA
New Jersey
$730K -$103K -1,219 -12%