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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
AI
176
Aperture Investors
New York
$1.86M +$1.91M +22,528 New
UCFA
177
United Capital Financial Advisors
Texas
$1.86M -$27.9K -329 -1%
MPPW
178
Mitchell & Pahl Private Wealth
Oklahoma
$1.85M -$35.1K -415 -2%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$1.85M -$5.25M -61,933 -74%
CP
180
Cornerstone Planning
North Carolina
$1.82M +$1.87M +22,085 New
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
$1.82M +$76.1K +898 +4%
IMC Chicago
182
IMC Chicago
Illinois
$1.81M +$1.86M +21,948 New
DWM
183
Dynasty Wealth Management
Florida
$1.8M -$121K -1,429 -6%
FFS
184
Founders Financial Securities
Maryland
$1.79M +$66.5K +785 +4%
MCM
185
MAI Capital Management
Ohio
$1.74M -$75.1K -887 -4%
EARNEST Partners
186
EARNEST Partners
Georgia
$1.73M -$793K -9,361 -31%
FFA
187
Farther Finance Advisors
California
$1.72M +$41.2K +486 +2%
AWM
188
Aprio Wealth Management
Georgia
$1.68M +$53.2K +628 +3%
AHL
189
Abel Hall LLC
Louisiana
$1.65M -$196K -2,319 -10%
RC
190
RBF Capital
California
$1.65M
VF
191
Virtu Financial
New York
$1.65M +$522K +6,160 +45%
DS
192
DRW Securities
Illinois
$1.65M -$1.44M -16,954 -46%
CA
193
Clearstead Advisors
Ohio
$1.61M +$1.65M +19,530 New
DADC
194
D.A. Davidson & Co
Montana
$1.61M +$2.12K +25 +0.1%
PE
195
PCM Encore
Colorado
$1.58M +$90.9K +1,073 +6%
FCMA
196
Foresight Capital Management Advisors
Michigan
$1.57M -$329K -3,890 -17%
MGWM
197
Marks Group Wealth Management
Minnesota
$1.56M +$18K +212 +1%
VCM
198
Versant Capital Management
Arizona
$1.54M +$297K +3,509 +23%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.54M +$173K +2,039 +12%
BPA
200
Beacon Pointe Advisors
California
$1.53M +$1.09M +12,830 +222%