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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
CRC
401
Curi RMB Capital
Illinois
$305K +$169 +2 +0.1%
TWP
402
Tower Wealth Partners
Pennsylvania
$304K -$169 -2 -0.1%
ACM
403
Argyle Capital Management
Pennsylvania
$301K
FAL
404
Focused Alpha LLC
Colorado
$300K +$308K +3,638 New
TD Asset Management
405
TD Asset Management
Ontario, Canada
$297K +$305K +3,605 New
DT
406
Diversified Trust
Tennessee
$297K +$18.3K +216 +6%
SSC
407
Syverson Strege & Co
Iowa
$295K -$23K -271 -7%
IAN
408
Integrated Advisors Network
Texas
$295K +$11.3K +134 +4%
KBFS
409
Kohmann Bosshard Financial Services
Ohio
$292K -$14.3K -169 -5%
HSA
410
HBK Sorce Advisory
Pennsylvania
$292K +$35.1K +415 +15%
HPM
411
Hoxton Planning & Management
West Virginia
$292K +$16.7K +197 +6%
AGA
412
Accuvest Global Advisors
Utah
$289K +$24.5K +289 +9%
FCBT
413
First Citizens Bank & Trust
North Carolina
$286K -$42.2K -498 -13%
MFS
414
Mattson Financial Services
Michigan
$285K +$293K +3,459 New
ACA
415
Aptus Capital Advisors
Alabama
$281K +$10.7K +126 +4%
BBHC
416
Brown Brothers Harriman & Co
New York
$278K +$148K +1,742 +107%
FEM
417
Fulcrum Equity Management
Texas
$277K
SFS
418
Symphony Financial Services
Ohio
$276K
KA
419
Klingman & Associates
New York
$274K +$31.7K +374 +13%
AGC
420
August Group Capital
$273K +$20.8K +246 +8%
BFA
421
Brown Financial Advisors
Ohio
$271K +$278K +3,283 New
AWM
422
Angeles Wealth Management
California
$270K +$270K +3,190 New
Vontobel Holding
423
Vontobel Holding
Switzerland
$270K
PFG
424
Prospect Financial Group
Virginia
$268K
FGWP
425
Founders Grove Wealth Partners
Virginia
$264K +$271K +3,204 New