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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
PC
51
Promethos Capital
Massachusetts
$16.4M -$28.8K -340 -0.2%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$15.5M +$13.9M +163,857 +695%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$14.6M +$788K +9,308 +6%
RWM
54
Ritholtz Wealth Management
New York
$14.4M +$1.19M +14,013 +9%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$14.3M -$816K -9,635 -5%
US Bancorp
56
US Bancorp
Minnesota
$14.2M +$540K +6,378 +4%
AAIM
57
American Assets Investment Management
California
$13.8M
EI
58
Ethic Inc
New York
$13.1M +$348K +4,104 +3%
Two Sigma Investments
59
Two Sigma Investments
New York
$12.2M +$12.6M +148,299 New
SEI Investments
60
SEI Investments
Pennsylvania
$11.7M +$377K +4,453 +3%
Ameriprise
61
Ameriprise
Minnesota
$11.5M +$1.08M +12,770 +10%
SG Americas Securities
62
SG Americas Securities
New York
$11.4M -$621K -7,337 -5%
OMC
63
Old Mission Capital
Illinois
$11.4M +$7.67M +90,520 +191%
TAF
64
Tredje AP-fonden
Sweden
$11M +$3.98M +47,020 +54%
Cerity Partners
65
Cerity Partners
New York
$10.7M +$817K +9,644 +8%
VPIM
66
Vanguard Personalized Indexing Management
California
$10.7M -$115K -1,363 -1%
VA
67
Vident Advisory
Georgia
$9.57M +$3.6M +42,551 +58%
M&T Bank
68
M&T Bank
New York
$9.52M -$417K -4,927 -4%
MHP
69
Manatuck Hill Partners
Connecticut
$8.86M
Citadel Advisors
70
Citadel Advisors
Florida
$8.65M +$3.03M +35,807 +52%
MML Investors Services
71
MML Investors Services
Massachusetts
$8.62M -$1.6M -18,909 -15%
BCI
72
Brinker Capital Investments
Pennsylvania
$8.49M +$338K +3,991 +4%
BIG
73
Brooklyn Investment Group
New York
$8.44M +$2.21M +26,088 +34%
LNWTC
74
Laird Norton Wetherby Trust Company
Washington
$8.43M +$164K +1,941 +2%
Stifel Financial
75
Stifel Financial
Missouri
$7.86M -$2.26M -26,717 -22%