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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
Barclays
76
Barclays
United Kingdom
$7.81M +$7.96M +94,022 +14,224%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$7.74M +$1.43M +16,931 +22%
Truist Financial
78
Truist Financial
North Carolina
$7.37M +$161K +1,903 +2%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$7.2M -$2.4M -28,327 -24%
HF
80
HRT Financial
New York
$7.17M -$7.57M -89,420 -51%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$6.86M +$1.73M +20,376 +32%
CFO
82
Callan Family Office
Pennsylvania
$6.56M +$94K +1,110 +1%
FMI
83
Factory Mutual Insurance
Massachusetts
$6.4M
NW
84
Naviter Wealth
Arkansas
$6.37M +$250K +2,954 +4%
AFG
85
Atomi Financial Group
New York
$6.26M +$105K +1,241 +2%
AP
86
Americana Partners
Texas
$6.15M +$1.7M +20,066 +37%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$6.14M +$423K +4,991 +7%
HAI
88
Hennessy Advisors Inc
California
$5.96M -$2.42M -28,600 -28%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$5.85M -$289K -3,418 -5%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$5.73M +$667K +7,873 +13%
NW
91
NewEdge Wealth
Pennsylvania
$5.58M +$325K +3,834 +6%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$5.3M -$1.83M -21,575 -25%
GIC
93
Generali Investments CEE
Czech Republic
$5.2M -$364K -4,301 -6%
GI
94
Gradient Investments
Minnesota
$5M +$2.8M +33,115 +120%
SFA
95
Sequoia Financial Advisors
Ohio
$4.88M -$213K -2,519 -4%
OPA
96
Old Port Advisors
Maine
$4.87M -$43.4K -513 -0.9%
S
97
SignatureFD
Georgia
$4.79M -$66.4K -784 -1%
IC
98
IEQ Capital
California
$4.67M +$590K +6,972 +14%
VT
99
Vise Technologies
New York
$4.63M
LIA
100
Limestone Investment Advisors
New York
$4.62M