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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
TWIM
601
TIAA Wealth Investment Management
New York
$5.57K +$5.76K +68 New
TC
602
Truvestments Capital
Florida
$5.36K +$5.5K +65 New
GFA
603
Godfrey Financial Associates
New York
$4.54K
KG
604
Kilter Group
New York
$4.54K
TLFA
605
True Link Financial Advisors
California
$4.54K +$4.66K +55 New
HCM
606
Hollencrest Capital Management
California
$4.45K
W
607
WealthCollab
Washington
$4.29K
MMCM
608
Murphy & Mullick Capital Management
New York
$4.29K
NRG
609
Nemes Rush Group
Michigan
$4.13K
NECFA
610
New England Capital Financial Advisors
Connecticut
$4.13K
CYG
611
Clean Yield Group
Vermont
$3.96K
MB
612
MidFirst Bank
Oklahoma
$3.79K +$3.9K +46 New
GIA
613
GHP Investment Advisors
Colorado
$3.63K +$3.73K +44 New
BLC
614
Brown, Lisle/Cummings
Rhode Island
$3.6K
WAG
615
Wiser Advisor Group
Arizona
$3.38K
SHIM
616
Stone House Investment Management
Pennsylvania
$3.38K +$2.54K +30 +273%
BHWM
617
Beaird Harris Wealth Management
Texas
$3.32K
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$3.3K -$3.64K -43 -52%
JFA
619
JNBA Financial Advisors
Minnesota
$3.22K
GEA
620
Glen Eagle Advisors
New Jersey
$3.22K +$678 +8 +26%
RS
621
Rakuten Securities
Japan
$3.13K -$1.35K -16 -30%
CA
622
Crewe Advisors
Utah
$2.97K -$1.02K -12 -25%
WA
623
Westfuller Advisors
New York
$2.95K
DJSG
624
D.J. St. Germain
Massachusetts
$2.81K
WSFS
625
Wilmington Savings Fund Society
Delaware
$2.81K