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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 83 funds opening new positions, 264 increasing their positions, 183 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 83 | 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: 613639 (+26)

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
+26
Holders Change %
+4.24%
% 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
83
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
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.5B +$34M +402,052 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$823M -$33M -390,126 -4%
Morgan Stanley
3
Morgan Stanley
New York
$632M +$14.8M +174,610 +2%
Goldman Sachs
4
Goldman Sachs
New York
$382M -$109M -1,286,320 -22%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$312M +$53.8M +634,668 +20%
Northern Trust
6
Northern Trust
Illinois
$251M +$3.32M +39,158 +1%
Sanders Capital
7
Sanders Capital
Florida
$232M -$6.81M -80,440 -3%
BlackRock
8
BlackRock
New York
$211M -$7.1M -83,824 -3%
Bank of America
9
Bank of America
North Carolina
$197M +$10.5M +124,201 +5%
American Century Companies
10
American Century Companies
Missouri
$138M +$19.3M +227,442 +16%
ClearBridge Investments
11
ClearBridge Investments
New York
$127M +$8.14M +96,091 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$108M +$16.3M +192,133 +17%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$77.3M +$18.7M +220,842 +31%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$52.3M +$3.65M +43,146 +7%
UBS Group
15
UBS Group
Switzerland
$50.2M +$21.3M +251,362 +70%
CPC
16
Cookson Peirce & Co
Pennsylvania
$49M -$1.7M -20,079 -3%
Charles Schwab
17
Charles Schwab
California
$47.8M +$7.97M +94,139 +19%
Raymond James Financial
18
Raymond James Financial
Florida
$45.4M -$384K -4,536 -0.8%
QCM
19
Quantinno Capital Management
New York
$43.4M +$7.68M +90,711 +21%
Renaissance Technologies
20
Renaissance Technologies
New York
$43.2M +$35.4M +417,500 +392%
First Trust Advisors
21
First Trust Advisors
Illinois
$41.3M +$584K +6,891 +1%
CCM
22
Contrarian Capital Management
Connecticut
$39.7M -$66.4M -784,593 -62%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$38.7M +$10.2M +120,131 +34%
Wells Fargo
24
Wells Fargo
California
$38.3M -$496K -5,862 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$38.2M +$10.8M +127,702 +36%