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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
WS
151
Wedbush Securities
California
$2.27M -$77.7K -918 -3%
SC
152
Savant Capital
Illinois
$2.26M +$213K +2,518 +10%
PHS
153
Pekin Hardy Strauss
Illinois
$2.24M -$35.1K -415 -2%
QCG
154
Quadrant Capital Group
Ohio
$2.23M -$28.4K -335 -1%
AI
155
Atria Investments
North Carolina
$2.22M +$335K +3,953 +17%
CCM
156
Coldstream Capital Management
Washington
$2.19M -$147K -1,736 -6%
SAM
157
Smartleaf Asset Management
Massachusetts
$2.18M +$112K +1,324 +5%
CCA
158
Checchi Capital Advisers
California
$2.16M -$30.7K -362 -1%
ECM
159
Evergreen Capital Management
Washington
$2.15M +$170K +2,012 +9%
KCM
160
Kathmere Capital Management
Pennsylvania
$2.12M +$335K +3,959 +18%
SA
161
Sanctuary Advisors
Indiana
$2.07M +$157K +1,854 +8%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$2.05M +$25.2K +297 +1%
BP
163
Ballentine Partners
Massachusetts
$2.03M -$40.4K -477 -2%
DWT
164
Dorsey & Whitney Trust
South Dakota
$1.99M -$18.4K -217 -0.9%
Pzena Investment Management
165
Pzena Investment Management
New York
$1.98M +$88.4K +1,044 +5%
SWP
166
Sagespring Wealth Partners
Tennessee
$1.95M +$47.6K +562 +2%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$1.93M -$2.23M -26,337 -53%
TBC
168
Ted Buchan & Co
California
$1.92M +$89.5K +1,057 +5%
OC
169
Oppenheimer & Co
New York
$1.92M -$92.8K -1,096 -5%
SAI
170
Systematic Alpha Investments
New Jersey
$1.9M
OAM
171
Oppenheimer Asset Management
New York
$1.89M +$142K +1,676 +8%
WHG
172
Westwood Holdings Group
Texas
$1.87M +$1.92M +22,720 New
GF
173
Gabelli Funds
New York
$1.87M
EPW
174
Evolve Private Wealth
California
$1.86M +$115K +1,356 +6%
OCM
175
Orleans Capital Management
Louisiana
$1.86M +$81.7K +965 +4%