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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.6M +$1.21M +14,330 +35%
Grantham, Mayo, Van Otterloo & Co (GMO)
102
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.57M -$3.66M -43,259 -44%
HFS
103
Hantz Financial Services
Michigan
$4.51M +$643K +7,595 +16%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$4.48M +$275K +3,251 +6%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$4.45M +$281K +3,318 +7%
AssetMark Inc
106
AssetMark Inc
California
$4.39M +$493K +5,817 +12%
JWM
107
Jackson Wealth Management
Florida
$4.36M +$169 +2 +0%
Corient Private Wealth
108
Corient Private Wealth
Florida
$4.29M -$4.07M -48,003 -48%
UBS AM
109
UBS AM
Illinois
$4.16M +$3.48M +41,140 +443%
CCA
110
Catalyst Capital Advisors
New York
$4.12M -$273K -3,225 -6%
WWA
111
WCG Wealth Advisors
Nevada
$3.61M -$844K -9,967 -19%
DC
112
Davenport & Co
Virginia
$3.61M +$279K +3,295 +8%
AWA
113
Aaron Wealth Advisors
Illinois
$3.56M +$892K +10,538 +32%
PAS
114
Park Avenue Securities
New York
$3.54M +$3.64M +42,954 New
MAMA
115
Myriad Asset Management Advisors
Florida
$3.49M +$3.49M +41,198 New
OC
116
Opal Capital
Florida
$3.46M +$436K +5,151 +14%
TI
117
TrueMark Investments
Illinois
$3.46M +$438K +5,170 +14%
HI
118
Horizon Investments
North Carolina
$3.26M +$1.74M +20,564 +109%
KeyBank National Association
119
KeyBank National Association
Ohio
$3.22M +$1.9M +22,398 +134%
SCP
120
Stamos Capital Partners
California
$3.18M +$98.1K +1,158 +3%
AFWM
121
AMJ Financial Wealth Management
Virginia
$3.17M +$527K +6,219 +19%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$3.17M +$683K +8,064 +27%
Bessemer Group
123
Bessemer Group
New Jersey
$3.14M +$3.06M +36,173 +1,921%
Osaic Holdings
124
Osaic Holdings
Arizona
$3.07M -$1.07M -12,674 -25%
QI
125
Qtron Investments
Massachusetts
$3.05M +$1.61K +19 +0.1%