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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
IBOK
576
Independence Bank of Kentucky
Kentucky
$11.2K
FCG
577
Financial Connections Group
California
$11K
RWM
578
RMG Wealth Management
Wisconsin
$10.8K +$10.1K +119 New
DWM
579
Dogwood Wealth Management
Kansas
$10.3K +$9.23K +109 +681%
GSWM
580
Golden State Wealth Management
California
$10K
IAS
581
IMA Advisory Services
Colorado
$9.91K -$508 -6 -5%
DFC
582
DB Fitzpatrick & Co
Idaho
$9.9K -$3.39K -40 -25%
RIAS
583
Rachor Investment Advisory Services
Michigan
$9.9K
LWMI
584
Legacy Wealth Management (Idaho)
Idaho
$9.16K
XC
585
XY Capital
Hong Kong
$9.16K +$6.61K +78 +236%
PCM
586
Penserra Capital Management
California
$9K -$3.81K -45 -28%
CAM
587
Costello Asset Management
Pennsylvania
$8.25K -$8.47K -100 -50%
CAM
588
Chesapeake Asset Management
New York
$8.25K
HI
589
Hoey Investments
Pennsylvania
$8.25K
MSG
590
Main Street Group
Virginia
$8.25K +$8.47K +100 New
PF
591
PlanVest Financial
Maryland
$8.25K +$8.47K +100 New
AWA
592
Acumen Wealth Advisors
Tennessee
$8.23K +$2.79K +33 +51%
WA
593
WPG Advisers
Maryland
$7.67K
T2I
594
Turim 21 Investimentos
Brazil
$7.59K +$7.79K +92 New
BH
595
Burk Holdings
Oklahoma
$7.26K +$7.45K +88 New
KA
596
Kozak & Associates
Colorado
$7.19K
AIC
597
Archer Investment Corporation
Indiana
$6.61K
DWP
598
Destiny Wealth Partners
Florida
$5.94K +$6.1K +72 New
TBFA
599
Three Bearings Fiduciary Advisors
New Hampshire
$5.93K
CSC
600
Caldwell Sutter Capital
California
$5.69K