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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
VFA
326
Valeo Financial Advisors
Indiana
$506K -$421K -4,970 -45%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$500K +$37.6K +444 +8%
APM
328
a16z Perennial Management
California
$499K -$64.2K -758 -11%
XT
329
XTX Topco
Cayman Islands
$499K -$2.22M -26,259 -81%
PSP
330
Principal Street Partners
Tennessee
$498K
KAS
331
Kestra Advisory Services
Texas
$494K -$54.8K -647 -10%
CI
332
Corient IA
Florida
$492K
ACC
333
Acorn Creek Capital
Colorado
$483K +$7.71K +91 +2%
BEI
334
Benjamin Edwards Inc
Missouri
$473K +$23K +271 +5%
GWM
335
Gibbs Wealth Management
Georgia
$472K +$484K +5,720 New
BIM
336
Baldwin Investment Management
Pennsylvania
$471K
BWP
337
BSW Wealth Partners
Colorado
$470K -$93K -1,098 -16%
MWM
338
Modern Wealth Management
Kansas
$469K +$105K +1,236 +29%
AWM
339
Avior Wealth Management
Nebraska
$465K +$60K +709 +14%
EWM
340
Empirical Wealth Management
Washington
$465K +$145K +1,718 +44%
SFC
341
SYM Financial Corp
Indiana
$460K +$3.22K +38 +0.7%
CIA
342
Choate Investment Advisors
Massachusetts
$460K +$7.79K +92 +2%
MC
343
Moors & Cabot
Massachusetts
$454K -$65.1K -769 -12%
WPC
344
Waters Parkerson & Co
Louisiana
$454K
GCP
345
GSA Capital Partners
United Kingdom
$453K +$465K +5,486 New
PFA
346
Pure Financial Advisors
California
$451K +$140K +1,653 +43%
NG
347
Norden Group
Utah
$439K +$49K +579 +12%
SMA
348
Seven Mile Advisory
New Jersey
$433K +$62.8K +742 +16%
OFO
349
OneAscent Family Office
Alabama
$433K
SCTC
350
Sanibel Captiva Trust Company
Florida
$432K