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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
EH
351
Equitable Holdings
New York
$428K +$452K +5,333 New
XWL
352
XXI Wealth LLC
Illinois
$428K +$209K +2,473 +91%
HIP
353
HUB Investment Partners
Texas
$426K +$80.5K +950 +23%
ZF
354
Zhang Financial
Michigan
$424K +$435K +5,139 New
FPAS
355
Focus Partners Advisor Solutions
Missouri
$423K +$46.3K +547 +12%
TRCT
356
Tower Research Capital (TRC)
New York
$421K -$700K -8,268 -62%
GA
357
Greenspring Advisors
Maryland
$408K +$26.3K +310 +7%
VSQM
358
V-Square Quantitative Management
Illinois
$405K +$140K +1,657 +51%
WRPWM
359
Werba Rubin Papier Wealth Management
California
$404K -$932 -11 -0.2%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$402K +$67.2K +793 +19%
FG
361
Foster Group
Iowa
$401K +$7.54K +89 +2%
QT
362
Quantbot Technologies
New York
$398K +$409K +4,824 New
CP
363
Canopy Partners
Ohio
$397K
ATPW
364
Ashton Thomas Private Wealth
Arizona
$392K +$40.7K +480 +11%
RCA
365
Resonant Capital Advisors
Wisconsin
$386K +$28.8K +340 +8%
CIM
366
Contravisory Investment Management
Massachusetts
$385K -$31.8K -376 -7%
Brown Advisory
367
Brown Advisory
Maryland
$383K +$394K +4,647 New
NP
368
Nilsine Partners
Colorado
$383K -$6.78K -80 -2%
EL
369
EWA LLC
Pennsylvania
$381K +$6.1K +72 +2%
X
370
Xponance
Pennsylvania
$379K +$31.8K +375 +9%
SAI
371
Savvy Advisors Inc
New York
$378K +$99.7K +1,177 +35%
CFG
372
Carter Financial Group
Illinois
$376K -$146K -1,721 -27%
FWP
373
Flatrock Wealth Partners
California
$375K +$43.4K +512 +13%
FC
374
Farringdon Capital
United Kingdom
$374K -$3.11M -36,738 -89%
1WA
375
180 Wealth Advisors
Washington
$366K -$21.5K -254 -5%