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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
HNB
476
Huntington National Bank
Ohio
$151K -$1.69K -20 -1%
RIL
477
Rothschild Investment LLC
Illinois
$148K +$15.3K +181 +11%
GBT
478
Grove Bank & Trust
Florida
$132K +$847 +10 +0.6%
CA
479
CoreCap Advisors
Michigan
$127K -$85 -1 -0.1%
SL
480
Salomon & Ludwin
Virginia
$126K +$6.61K +78 +6%
JWA
481
JFS Wealth Advisors
Pennsylvania
$125K -$15K -177 -10%
UB
482
UMB Bank
Missouri
$124K -$7.37K -87 -5%
SSG
483
Summit Securities Group
New York
$124K +$110K +1,300 +650%
GAA
484
Global Assets Advisory
Florida
$122K +$125K +1,474 New
BGAI
485
Bruce G. Allen Investments
Colorado
$116K -$38.5K -455 -24%
AF
486
Advisornet Financial
Minnesota
$108K +$14.4K +170 +15%
BTI
487
Blue Trust Inc
Georgia
$107K -$33.5K -395 -23%
IA
488
IFP Advisors
Florida
$104K +$2.79K +33 +3%
BWL
489
Bogart Wealth LLC
Virginia
$101K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$97.3K +$2.03K +24 +2%
ACM
491
Anfield Capital Management
California
$92.8K +$95.3K +1,125 New
LFG
492
Larson Financial Group
Missouri
$91.4K +$30.1K +356 +47%
FMP
493
Financial Management Professionals
Texas
$89K +$33K +390 +58%
AC
494
AlphaCore Capital
California
$87.4K -$841K -9,932 -90%
HPC
495
HM Payson & Co
Maine
$87.3K
WIM
496
Westside Investment Management
California
$86.1K
PTC
497
Private Trust Company
Ohio
$78.9K -$18.2K -215 -18%
Group One Trading
498
Group One Trading
Illinois
$76.8K -$652K -7,700 -89%
EDRH
499
Edmond de Rothschild Holding
Switzerland
$74.8K
TWD
500
True Wealth Design
Ohio
$74.2K +$10.2K +120 +15%