335 hedge funds and large institutions have $1.93B invested in HSBC in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
130
Reduced
77
Closed
34
Calls
$232M
Puts
$163M
Net Calls
+$68.8M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$241K +$241K +7,054 New
Fisher Asset Management
202
Fisher Asset Management
Washington
$228K -$25.3K -741 -10%
NP
203
Nilsine Partners
Colorado
$225K +$225K +6,598 New
IC
204
IEQ Capital
California
$225K -$50.8K -1,488 -18%
ATPW
205
Ashton Thomas Private Wealth
Arizona
$225K -$749K -21,945 -77%
KP
206
Keel Point
Alabama
$224K -$9.22K -270 -4%
HIA
207
Harbor Investment Advisory
Maryland
$222K +$79.7K +2,336 +56%
SS
208
Simplicity Solutions
Minnesota
$210K +$210K +6,146 New
BFG
209
Bleakley Financial Group
New Jersey
$210K +$210K +6,146 New
BIM
210
Baldwin Investment Management
Pennsylvania
$205K +$205K +6,014 New
PA
211
Parallel Advisors
California
$202K +$12K +353 +6%
LC
212
Lindbrook Capital
California
$201K +$23.1K +678 +13%
OL
213
Optas LLC
Texas
$201K +$201K +5,888 New
GWM
214
Geneos Wealth Management
Colorado
$190K -$10.2K -300 -5%
MC
215
Moors & Cabot
Massachusetts
$178K +$178K +5,223 New
ASN
216
Advisory Services Network
Georgia
$144K -$13.9K -407 -9%
SPIA
217
Steward Partners Investment Advisory
New York
$131K
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$121K +$6.38K +187 +6%
BTI
219
Blue Trust Inc
Georgia
$118K -$749 -24 -0.6%
AAM
220
Advisors Asset Management
Colorado
$117K +$91.2K +2,671 +357%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$113K +$22.2K +651 +24%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$11.8K -345 -10%
ELC
223
Edgar Lomax Company
Virginia
$105K +$105K +15,380 New
MHR
224
Matthew Hamilton Rosenberg
$104K -$27.1K -794 -21%
UB
225
UMB Bank
Missouri
$94.4K +$46.8K +1,372 +98%