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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
SS
201
SBI Securities
Japan
$1.51M +$35.1K +414 +2%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$1.49M +$758K +8,949 +91%
Simplex Trading
203
Simplex Trading
Illinois
$1.48M +$1.52M +17,986 New
FIA
204
Foundations Investment Advisors
Arizona
$1.48M +$62.6K +739 +4%
GC
205
Guggenheim Capital
Illinois
$1.48M +$144K +1,706 +11%
EI
206
Ellevest Inc
New York
$1.47M -$30.3K -358 -2%
GT
207
Greenleaf Trust
Michigan
$1.47M -$7.28K -86 -0.5%
PP
208
PDS Planning
Ohio
$1.39M +$19.3K +228 +1%
SPIA
209
Steward Partners Investment Advisory
New York
$1.34M +$259K +3,055 +23%
FRA
210
Frank Rimerman Advisors
California
$1.33M -$20.7K -245 -1%
MFG
211
Merit Financial Group
Georgia
$1.33M +$30.7K +363 +2%
Invesco
212
Invesco
Georgia
$1.32M +$494K +5,828 +57%
HJIM
213
Henry James International Management
New York
$1.27M +$56.4K +666 +5%
GI
214
GAMMA Investing
California
$1.26M +$109K +1,289 +9%
SIA
215
Soltis Investment Advisors
Utah
$1.25M +$29.2K +345 +2%
AWP
216
Abacus Wealth Partners
California
$1.25M -$2.63K -31 -0.2%
State Street
217
State Street
Massachusetts
$1.25M
PA
218
Profund Advisors
Maryland
$1.2M -$192K -2,270 -13%
NFG
219
Nations Financial Group
Iowa
$1.18M +$153K +1,806 +14%
PA
220
Parallel Advisors
California
$1.17M +$43.5K +514 +4%
HWM
221
HB Wealth Management
Georgia
$1.16M +$148K +1,742 +14%
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$1.15M -$3.91M -46,128 -78%
CI
223
Cherokee Insurance
Michigan
$1.12M
EAM
224
Everstar Asset Management
North Carolina
$1.11M +$7.54K +89 +0.7%
AG
225
Ascent Group
Virginia
$1.11M +$96K +1,133 +9%