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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
RA
301
Riversedge Advisors
Delaware
$596K +$13K +154 +2%
HP
302
Havemeyer Place
Connecticut
$594K -$287K -3,391 -32%
Envestnet Portfolio Solutions
303
Envestnet Portfolio Solutions
Illinois
$591K -$496K -5,859 -45%
CH
304
Cromwell Holdings
Wyoming
$590K
SP
305
SmartHarvest Portfolios
Washington
$589K -$13.4K -158 -2%
OIA
306
OneDigital Investment Advisors
Kansas
$588K +$36.5K +431 +6%
CA
307
Crumly & Associates
Illinois
$585K -$18.1K -214 -3%
Lazard Asset Management
308
Lazard Asset Management
New York
$585K -$15K -177 -1%
AF
309
Allworth Financial
California
$584K +$39.7K +469 +7%
NRC
310
New Republic Capital
North Carolina
$577K -$368K -4,341 -38%
MAMU
311
Myriad Asset Management US
Florida
$573K +$589K +6,949 New
TCIIS
312
TIAA-CREF Individual & Institutional Services
New York
$569K +$585K +6,902 New
SSCA
313
South Shore Capital Advisors
Massachusetts
$565K +$580K +6,850 New
FAM
314
Fred Alger Management
New York
$564K +$203K +2,396 +56%
GCM
315
Gallacher Capital Management
Colorado
$563K -$277K -3,270 -32%
EWA
316
EP Wealth Advisors
California
$557K -$90.8K -1,072 -14%
5NPW
317
55 North Private Wealth
Florida
$547K +$120K +1,422 +27%
PS
318
Principal Securities
Iowa
$538K +$6.18K +73 +1%
SI
319
Seeds Investor
New York
$533K +$226K +2,670 +85%
NWAG
320
Net Worth Advisory Group
Utah
$526K -$7.11K -84 -1%
FAFN
321
First Affirmative Financial Network
Colorado
$523K +$537K +6,335 New
BWA
322
Basecamp Wealth Advisors
Washington
$521K
MWA
323
Medallion Wealth Advisors
Connecticut
$518K
SPW
324
Sonoma Private Wealth
California
$513K +$19.9K +235 +4%
AP
325
Anchyra Partners
Georgia
$507K +$49.5K +584 +11%