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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
C
376
Certuity
Florida
$365K -$6.35K -75 -2%
CAG
377
Crestwood Advisors Group
Massachusetts
$363K +$114K +1,343 +44%
ACA
378
Atlas Capital Advisors
Wyoming
$360K -$264K -3,119 -42%
BF
379
Brucke Financial
Indiana
$357K -$477K -5,629 -57%
MWM
380
Manske Wealth Management
Texas
$350K +$4.24K +50 +1%
GWM
381
Geneos Wealth Management
Colorado
$348K
GAFA
382
Garton & Associates Financial Advisors
Kentucky
$343K -$675K -7,965 -66%
WA
383
WealthTrust Axiom
Pennsylvania
$336K
DOA
384
D'Orazio & Associates
Virginia
$333K +$6.1K +72 +2%
CWM
385
Cornerstone Wealth Management
Missouri
$332K +$7.96K +94 +2%
EW
386
Evoke Wealth
California
$332K +$12.2K +144 +4%
WC
387
Weil Company
California
$330K
TYCC
388
Texas Yale Capital Corp
Florida
$330K +$8.47K +100 +3%
MCM
389
Manchester Capital Management
Vermont
$328K -$9.4K -111 -3%
VCM
390
Voleon Capital Management
California
$328K +$337K +3,981 New
S
391
Sunpointe
Missouri
$327K
FCH
392
Freestone Capital Holdings
Washington
$326K -$4.24K -50 -1%
WC
393
Westerkirk Capital
$326K
SIAG
394
Safeguard Investment Advisory Group
California
$326K -$17.1K -202 -5%
AP
395
Advisors Preferred
Maryland
$320K -$68.3K -806 -17%
SA
396
Sovran Advisors
California
$320K +$26.9K +318 +10%
KP
397
Keel Point
Alabama
$319K -$314K -3,708 -49%
SIC
398
Samalin Investment Counsel
New York
$318K -$3.56K -42 -1%
IWA
399
Icon Wealth Advisors
Texas
$308K -$762 -9 -0.3%
KWM
400
Keebeck Wealth Management
Illinois
$308K +$316K +3,728 New