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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
BFS
551
Bare Financial Services
Pennsylvania
$17.8K +$3.39K +40 +23%
TCOT
552
Trust Company of Toledo
Ohio
$17.7K
MCI
553
MRP Capital Investments
Georgia
$16.5K
VWA
554
Valued Wealth Advisors
Utah
$16K
VNA
555
Valley National Advisers
Pennsylvania
$16K
SEP
556
Signature Equity Partners
Ohio
$15.9K -$5.76K -68 -26%
KFI
557
Key Financial Inc
Pennsylvania
$15.7K +$12.8K +151 +387%
CCWM
558
Cassaday & Co Wealth Management
Virginia
$15.1K +$15.6K +184 New
AUB
559
Atlantic Union Bankshares
Virginia
$14.8K
ACA
560
American Capital Advisory
Idaho
$14K +$10.6K +125 +278%
KFG
561
Kingdom Financial Group
Arizona
$14K +$14.3K +169 +16,900%
LAS
562
Lloyd Advisory Services
Georgia
$14K +$14.4K +170 New
FFO
563
Fortitude Family Office
Arizona
$13.9K
RF
564
Roxbury Financial
New Jersey
$13.9K
CFFP
565
Center for Financial Planning
Michigan
$13.4K
SWP
566
Strategic Wealth Partners
Ohio
$13.2K
VWM
567
Vermillion Wealth Management
Minnesota
$13.2K
Federated Hermes
568
Federated Hermes
Pennsylvania
$13.1K -$1.02K -12 -7%
HWA
569
HHM Wealth Advisors
Tennessee
$13K
MCM
570
MV Capital Management
Maryland
$13K +$10.3K +122 +339%
RF
571
Rossby Financial
Florida
$12.6K +$9.4K +111 +308%
DSC
572
Duncker Streett & Co
Missouri
$12.2K
AT
573
Arlington Trust
Alabama
$12.2K +$12.5K +148 New
NSIM
574
North Star Investment Management
Illinois
$11.5K +$1.61K +19 +16%
CFO
575
CVA Family Office
Colorado
$11.2K