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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
BWAM
526
Boyd Watterson Asset Management
Ohio
$34.3K
BIA
527
Bell Investment Advisors
California
$33.4K +$1.86K +22 +6%
EP
528
Essential Partners
California
$32.7K
LI
529
LRI Investments
Florida
$30.9K +$27.4K +324 +635%
MWPCG
530
Measured Wealth Private Client Group
New Hampshire
$30.4K
RWS
531
Retirement Wealth Solutions
Wisconsin
$30.3K -$4.4K -52 -12%
FCAS
532
First Command Advisory Services
Texas
$29.5K +$27.5K +325 +1,250%
FC
533
Fairscale Capital
New Hampshire
$27.2K
CAL
534
Capital Analysts LLC
Pennsylvania
$26K -$15.5K -183 -37%
SWM
535
SHP Wealth Management
Massachusetts
$25.7K -$18.8K -222 -42%
WETS
536
Wealth Enhancement Trust Services
South Dakota
$25.6K
CFM
537
Cornerstone Financial Management
Massachusetts
$24.6K +$2.88K +34 +13%
PWA
538
Physician Wealth Advisors
Utah
$23.8K +$508 +6 +2%
CFD
539
Creative Financial Designs
Indiana
$23.8K +$6.44K +76 +36%
DF
540
Dunhill Financial
United Kingdom
$22.9K +$19.1K +226 +443%
MPW
541
MASECO Private Wealth
$22.6K +$23.2K +274 New
IAAG
542
Innovative Asset Advisors Group
Connecticut
$22.2K +$22.3K +263 New
RF
543
Robinswood Financial
Washington
$21.9K
OWA
544
Opal Wealth Advisors
New York
$21.9K +$22.4K +265 New
TFA
545
Transamerica Financial Advisors
Florida
$20.2K -$7.79K -92 -28%
AP
546
Atwood & Palmer
Missouri
$19.2K
MNA
547
Manning & Napier Advisors
New York
$18.6K -$678 -8 -3%
ZBNA
548
Zions Bancorporation, National Association
Utah
$18.4K -$1.1K -13 -6%
PMFA
549
Plante Moran Financial Advisors
Michigan
$18.1K
CI
550
CX Institutional
Indiana
$18K -$2.29K -27 -11%