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 %
SW
251
Simplicity Wealth
New Jersey
$239K +$239K +6,069 New
BIM
252
Baldwin Investment Management
Pennsylvania
$237K
SAM
253
Smartleaf Asset Management
Massachusetts
$233K +$15.9K +409 +7%
SIAG
254
Safeguard Investment Advisory Group
California
$227K -$12.3K -312 -5%
LTAS
255
Linden Thomas Advisory Services
North Carolina
$226K +$226K +5,734 New
1WA
256
180 Wealth Advisors
Washington
$224K +$224K +5,698 New
TC
257
TownSquare Capital
Utah
$224K +$224K +5,685 New
RG
258
Rathbones Group
United Kingdom
$220K
GWM
259
Geneos Wealth Management
Colorado
$220K
ACC
260
Acorn Creek Capital
Colorado
$219K -$8.86K -225 -4%
OMC
261
Old Mission Capital
Illinois
$219K +$219K +5,553 New
WAM
262
WNY Asset Management
New York
$218K
WPW
263
Waldron Private Wealth
Pennsylvania
$217K +$4.99K +122 +2%
WPC
264
Waters Parkerson & Co
Louisiana
$216K -$8.92K -227 -4%
TPI
265
Trust Point Inc
Wisconsin
$214K +$214K +5,429 New
AWM
266
Aprio Wealth Management
Georgia
$213K -$6.46K -164 -3%
AHL
267
Abel Hall LLC
Louisiana
$212K +$5.79K +147 +3%
IA
268
IFP Advisors
Florida
$212K +$140K +3,546 +192%
FFO
269
Fortitude Family Office
Arizona
$210K
KeyBank National Association
270
KeyBank National Association
Ohio
$210K -$118K -2,989 -36%
PSP
271
Principal Street Partners
Tennessee
$209K +$209K +4,786 New
BSW
272
Buckingham Strategic Wealth
Missouri
$204K -$1.55M -39,428 -88%
WPC
273
Wedmont Private Capital
Pennsylvania
$203K +$203K +4,942 New
ATPW
274
Ashton Thomas Private Wealth
Arizona
$202K -$728K -18,486 -78%
CWM
275
Cornerstone Wealth Management
Missouri
$201K -$2.76K -70 -1%