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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
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$213K +$219K +2,586 New
BC
452
Brio Consultants
California
$213K -$9.48K -112 -4%
MHR
453
Matthew Hamilton Rosenberg
$213K
Walleye Capital
454
Walleye Capital
New York
$212K +$197K +2,325 +934%
JAM
455
JCIC Asset Management
Ontario, Canada
$212K +$3.39K +40 +2%
LW
456
Livet Wealth
Utah
$212K +$217K +2,566 New
BBA
457
Braun-Bostich & Associates
Pennsylvania
$212K -$15.6K -184 -7%
LWPC
458
Legacy Wealth Partners (Colorado)
Colorado
$212K
IC
459
Inscription Capital
Texas
$212K +$217K +2,564 New
JTWM
460
Jackson Thornton Wealth Management
Alabama
$211K +$198K +2,337 New
RFC
461
Regions Financial Corp
Alabama
$210K
EFP
462
Elser Financial Planning
Indiana
$209K +$212K +2,500 New
APP
463
Avantax Planning Partners
Iowa
$209K +$215K +2,536 New
DE
464
Diversified Enterprises
Delaware
$209K -$762 -9 -0.4%
SL
465
Sentinus LLC
Illinois
$208K +$213K +2,519 New
AFAS
466
Acorn Financial Advisory Services
Virginia
$206K +$212K +2,500 New
AMPWP
467
Alvarez & Marsal Private Wealth Partners
Florida
$203K +$202K +2,390 New
USCWA
468
U.S. Capital Wealth Advisors
Texas
$201K +$206K +2,438 New
Baird Financial Group
469
Baird Financial Group
Wisconsin
$200K +$206K +2,429 New
Nisa Investment Advisors
470
Nisa Investment Advisors
Missouri
$193K +$9.4K +111 +5%
OCWP
471
Owl Creek Wealth Partners
Colorado
$190K +$195K +2,299 New
Walleye Trading
472
Walleye Trading
New York
$175K +$180K +2,123 New
TPWA
473
Twin Peaks Wealth Advisors
California
$165K +$169K +1,996 New
TPCW
474
TD Private Client Wealth
New York
$162K -$94.7K -1,118 -36%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$159K +$28.2K +333 +21%