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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
HAG
651
HighPoint Advisor Group
Illinois
-$1.15M -14,665 Closed
ELC
652
Edgar Lomax Company
Virginia
-$203K -12,845 Closed
GWMR
653
GC Wealth Management RIA
Massachusetts
-$975K -12,390 Closed
Arrowstreet Capital
654
Arrowstreet Capital
Massachusetts
-$946K -12,030 Closed
BIP
655
Brandes Investment Partners
California
-$801K -10,175 Closed
FRM
656
Fox Run Management
Connecticut
-$574K -7,302 Closed
WANY
657
Wealthspire Advisors (New York)
New York
-$496K -6,302 Closed
TIAA Trust, National Association
658
TIAA Trust, National Association
North Carolina
-$390K -4,961 Closed
HH
659
Hilltop Holdings
Texas
-$381K -4,848 Closed
AG
660
AlTi Global
New York
-$377K -4,798 Closed
SMA
661
Sage Mountain Advisors
Georgia
-$371K -4,711 Closed
CW
662
CreativeOne Wealth
Kansas
-$318K -4,045 Closed
SG
663
StoneX Group
New York
-$318K -4,037 Closed
JF
664
Jump Financial
Illinois
-$307K -3,900 Closed
IAIM
665
International Assets Investment Management
Florida
-$264K -3,358 Closed
GSWM
666
Greenup Street Wealth Management
Michigan
-$255K -3,243 Closed
WC
667
Wexford Capital
Florida
-$247K -3,141 Closed
FWM
668
FMB Wealth Management
California
-$237K -3,010 Closed
ICP
669
Interchange Capital Partners
Pennsylvania
-$237K -3,007 Closed
BRWA
670
B. Riley Wealth Advisors
Florida
-$200K -2,547 Closed
SOW
671
State of Wyoming
Wyoming
-$64K -814 Closed
CIAM
672
Caitong International Asset Management
Hong Kong
-$56.9K -723 Closed
PAM
673
Paradigm Asset Management
New York
-$55.1K -700 Closed
CIA
674
Cape Investment Advisory
Georgia
-$36.9K -469 Closed
IWM
675
Inlight Wealth Management
Georgia
-$31.5K -400 Closed