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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
P
126
&Partners
Tennessee
$3.03M +$336K +3,973 +13%
YIH
127
Y-Intercept (HK)
Hong Kong
$3.03M +$3.11M +36,703 New
ACM
128
Aquatic Capital Management
Illinois
$3.03M +$3.11M +36,677 New
LSV Asset Management
129
LSV Asset Management
Illinois
$2.96M
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$2.87M +$648K +7,649 +29%
TFS
131
Thoroughbred Financial Services
Tennessee
$2.87M +$242K +2,857 +9%
AAM
132
Advisors Asset Management
Colorado
$2.81M +$245K +2,887 +9%
SC
133
Scotia Capital
Ontario, Canada
$2.8M -$847 -10 -0%
STA
134
Summit Trail Advisors
New York
$2.78M +$2.42M +28,578 +552%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$2.73M -$329K -3,887 -10%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$2.64M -$549K -6,482 -17%
EWA
137
Exencial Wealth Advisors
Oklahoma
$2.64M +$258K +3,042 +11%
RP
138
Raelipskie Partnership
Ontario, Canada
$2.6M -$200K -2,356 -7%
YCM
139
Yousif Capital Management
Michigan
$2.59M -$339K -4,000 -11%
SFS
140
Sowell Financial Services
Arkansas
$2.58M -$29.7K -351 -1%
MOS
141
MGO One Seven
Ohio
$2.51M -$175K -2,067 -6%
PFS
142
Prospera Financial Services
Texas
$2.49M -$1.79M -21,113 -41%
Credit Agricole
143
Credit Agricole
France
$2.48M -$581K -6,855 -19%
NA
144
NewEdge Advisors
Louisiana
$2.48M -$67.9K -802 -3%
SC
145
Syon Capital
California
$2.45M +$45K +531 +2%
PCIA
146
Prime Capital Investment Advisors
Kansas
$2.43M -$881K -10,407 -26%
AWA
147
Arkadios Wealth Advisors
Georgia
$2.36M -$330K -3,894 -12%
GT
148
Glenmede Trust
Pennsylvania
$2.35M +$58.9K +695 +3%
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
$2.3M -$2.1M -24,836 -47%
CL
150
Choreo LLC
Illinois
$2.27M +$102K +1,209 +5%