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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
BA
276
Bridgewater Advisors
New York
$729K -$16.5K -195 -2%
AWM
277
AE Wealth Management
Kansas
$723K +$45.3K +535 +7%
ATIA
278
American Trust Investment Advisors
New Hampshire
$722K +$60.1K +710 +9%
AFO
279
Allie Family Office
Florida
$719K
PWG
280
Portside Wealth Group
Utah
$718K +$81.4K +961 +12%
CAM
281
CenterStar Asset Management
Illinois
$712K +$731K +8,632 New
SCP
282
Sivia Capital Partners
California
$703K -$611K -7,218 -46%
MYIA
283
Mount Yale Investment Advisors
Colorado
$695K +$173K +2,044 +33%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$675K +$60.6K +716 +9%
DAS
285
Dynamic Advisor Solutions
Arizona
$667K +$29.3K +346 +4%
WA
286
Waverly Advisors
Alabama
$666K -$11.3K -133 -2%
IP
287
Ignite Planners
California
$654K -$28.1K -332 -4%
WA
288
Wealthstar Advisors
Texas
$652K -$150K -1,774 -18%
GS
289
GWN Securities
Florida
$649K +$42.6K +503 +7%
WA
290
Wealth Alliance
New York
$648K +$108K +1,281 +19%
DWM
291
Diversify Wealth Management
Utah
$648K +$377K +4,449 +159%
CAM
292
Cresset Asset Management
Illinois
$647K +$180K +2,121 +38%
HCP
293
Hexagon Capital Partners
Arkansas
$641K +$658K +7,769 New
MSR
294
Main Street Research
Connecticut
$638K +$3.13K +37 +0.5%
ASN
295
Advisory Services Network
Georgia
$631K +$52.5K +620 +9%
MCM
296
Monument Capital Management
Virginia
$627K +$6.86K +81 +1%
CPA
297
Capital Performance Advisors
California
$616K +$24.2K +286 +4%
NI
298
Natural Investments
California
$601K -$6.95K -82 -1%
CC
299
Courier Capital
New York
$599K -$97.4K -1,150 -14%
PCA
300
Purkiss Capital Advisors
Connecticut
$596K +$77.1K +910 +14%