407 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
139
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SGA
176
Strategic Global Advisors
California
$572K +$97.2K +2,469 +20%
P
177
Pitcairn
Pennsylvania
$567K -$905 -23 -0.2%
AWA
178
Aaron Wealth Advisors
Illinois
$567K +$364K +9,252 +180%
IWC
179
Integrated Wealth Concepts
Massachusetts
$560K -$2M -50,895 -78%
AP
180
Americana Partners
Texas
$559K +$81.2K +2,064 +17%
HJIM
181
Henry James International Management
New York
$555K +$787 +20 +0.1%
PFS
182
Prospera Financial Services
Texas
$548K +$669 +17 +0.1%
BP
183
Ballentine Partners
Massachusetts
$536K +$162K +4,106 +43%
SIA
184
Schechter Investment Advisors
Michigan
$527K -$546K -13,860 -51%
PP
185
PDS Planning
Ohio
$525K +$12.3K +312 +2%
BC
186
Bridgefront Capital
Texas
$516K +$516K +13,103 New
BWM
187
BKM Wealth Management
Wisconsin
$509K +$155K +3,941 +44%
LWAM
188
Legacy Wealth Asset Management
Minnesota
$505K +$7.52K +191 +2%
SRC
189
Sage Rhino Capital
California
$499K +$7.05K +179 +1%
William Blair & Company
190
William Blair & Company
Illinois
$489K +$8.07K +205 +2%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$475K +$47K +1,194 +11%
SW
192
SVB Wealth
Massachusetts
$467K -$27.2K -692 -6%
BWP
193
BSW Wealth Partners
Colorado
$466K +$200K +5,093 +76%
CAM
194
Cozad Asset Management
Illinois
$457K +$169K +4,300 +59%
PHS
195
Pekin Hardy Strauss
Illinois
$453K +$39.4K +1,000 +10%
CFG
196
Cooper Financial Group
California
$451K +$4.61K +117 +1%
Prudential Financial
197
Prudential Financial
New Jersey
$448K -$695K -17,647 -61%
GI
198
Gradient Investments
Minnesota
$433K -$20.7K -526 -5%
GRP
199
Global Retirement Partners
California
$425K -$33.7K -857 -7%
HAG
200
HighPoint Advisor Group
Illinois
$412K +$12.3K +279 +3%