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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
HI
501
Harbour Investments
Wisconsin
$72.8K +$18.3K +216 +32%
PWAM
502
Private Wealth Asset Management
Iowa
$72.1K
SWM
503
Spire Wealth Management
Virginia
$70.5K -$1.02K -12 -1%
IWS
504
Intentional Wealth Strategies
Colorado
$67.7K +$69.5K +821 New
BCM
505
Berbice Capital Management
New York
$66K
RFP
506
Root Financial Partners
California
$65.8K -$8.3K -98 -11%
HDIM
507
Hanson & Doremus Investment Management
Vermont
$65K -$2.2K -26 -3%
SIS
508
Sound Income Strategies
Florida
$60.9K +$1.35K +16 +2%
MA
509
MCF Advisors
Kentucky
$56.8K
GKIM
510
GW&K Investment Management
Massachusetts
$55K +$14.1K +166 +33%
CPG
511
Cornerstone Planning Group
New Jersey
$52K +$8.21K +97 +19%
BCWM
512
Bartlett & Co Wealth Management
Ohio
$51.8K
ST
513
Smithfield Trust
Pennsylvania
$47K
AGWCA
514
Annis Gardner Whiting Capital Advisors
Florida
$44.9K
TCM
515
Triumph Capital Management
Colorado
$44.5K +$20.2K +239 +83%
MG
516
Mather Group
Illinois
$42.5K +$43.6K +515 New
WA
517
Whipplewood Advisors
Colorado
$41.2K +$42.3K +499 New
FC
518
Financial Consulate
Maryland
$40.9K +$27.2K +321 +184%
FFA
519
Frazier Financial Advisors
Ohio
$39.6K +$5.5K +65 +16%
JWM
520
JPL Wealth Management
Colorado
$38.4K +$39.5K +466 New
AA
521
Ancora Advisors
Ohio
$36.3K +$25K +295 +203%
BA
522
Ballast Advisors
Minnesota
$35.9K +$36.8K +435 New
NS
523
NBC Securities
Alabama
$35.4K -$508 -6 -1%
SIC
524
SJS Investment Consulting
Ohio
$35.1K
HWP
525
Highline Wealth Partners
California
$34.8K -$4.66K -55 -12%