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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
EA
426
Echo45 Advisors
California
$263K +$19.2K +227 +8%
IPW
427
Intergy Private Wealth
Colorado
$263K +$24K +283 +10%
PWM
428
Partners Wealth Management
California
$260K
SWM
429
Seed Wealth Management
Illinois
$258K
AAP
430
Arax Advisory Partners
Colorado
$256K -$453K -5,346 -63%
PCG
431
Prosperity Consulting Group
Maryland
$253K +$259K +3,061 New
II
432
Impact Investors
California
$250K +$257K +3,033 New
KPWS
433
Kestra Private Wealth Services
Texas
$248K +$12.2K +144 +5%
IAS
434
Insigneo Advisory Services
Florida
$247K +$7.54K +89 +3%
TFA
435
Tranquilli Financial Advisor
New Jersey
$238K -$8.55K -101 -3%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$238K +$18.8K +222 +8%
GM
437
GeoWealth Management
Illinois
$234K -$911K -10,753 -79%
TI
438
Tidal Investments
Wisconsin
$231K -$8.13K -96 -3%
MFA
439
Mayflower Financial Advisors
Massachusetts
$229K +$235K +2,777 New
VA
440
VestGen Advisors
Illinois
$229K +$215K +2,541 New
SW
441
SVB Wealth
Massachusetts
$227K +$6.61K +78 +3%
RC
442
Rexford Capital
Texas
$226K +$2.54K +30 +1%
SI
443
Stephens Inc
Arkansas
$223K -$86.3K -1,019 -27%
GCC
444
Guardian Capital (Canada)
Ontario, Canada
$221K +$227K +2,681 New
AWM
445
Ariadne Wealth Management
California
$221K -$4.32K -51 -2%
AA
446
Addison Advisors
Vermont
$219K +$932 +11 +0.4%
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K -$2.63K -31 -1%
TFP
448
TrueWealth Financial Partners
Washington
$216K +$222K +2,621 New
WSWA
449
Warren Street Wealth Advisors
California
$214K +$220K +2,600 New
SCA
450
Snowden Capital Advisors
New York
$214K +$214K +2,523 New