We are live on ! Find out more

133 hedge funds and large institutions have $153M invested in MBIA in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

12% more funds holding

Funds holding: 119133 (+14)

3.31% more ownership

Funds ownership: 47.37%50.68% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

11% less capital invested

Capital invested by funds: $171M → $153M (-$18.6M)

47% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $4.74M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
40
Reduced
39
Closed
15
Calls
$2.52M
Puts
$4.74M
Net Calls
-$2.22M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$13.5K +$14.5K +2,280 +228,000%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$12.7K +$10.7K +1,674 +351%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$11.3K +$3.19K +500 +36%
SCM
104
Sterling Capital Management
North Carolina
$8.94K -$7.15K -1,122 -43%
EP
105
Essential Partners
California
$7.64K +$8.24K +1,293 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$7.24K +$7.74K +1,215 +12,150%
VCM
107
Versant Capital Management
Arizona
$4.94K -$886 -139 -14%
JWM
108
JPL Wealth Management
Colorado
$3.78K +$4.08K +640 New
QCG
109
Quadrant Capital Group
Ohio
$2.79K
Optiver Holding
110
Optiver Holding
Netherlands
$2.74K +$561 +88 +23%
MCM
111
MAI Capital Management
Ohio
$2.28K +$682 +107 +38%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$2K -$7.61K -1,195 -74%
EB
113
Eastern Bank
Massachusetts
$1.77K
TCM
114
Triumph Capital Management
Colorado
$1.77K
EWA
115
EverSource Wealth Advisors
Alabama
$1.39K +$975 +153 +187%
US Bancorp
116
US Bancorp
Minnesota
$1.1K
GCP
117
Gill Capital Partners
Colorado
$591 +$637 +100 New
FFA
118
Farther Finance Advisors
California
$534 +$102 +16 +21%
CPG
119
Cornerstone Planning Group
New Jersey
$437
AC
120
AlphaCore Capital
California
$396 +$127 +20 +43%
RFP
121
Root Financial Partners
California
$361 +$389 +61 New
FMP
122
Financial Management Professionals
Texas
$307 +$331 +52 New
AF
123
Allworth Financial
California
$302 +$325 +51 New
TWD
124
True Wealth Design
Ohio
$225 +$242 +38 New
GI
125
GAMMA Investing
California
$213 +$229 +36 New