132 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.52M
Puts
$4.74M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$12.7K
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$11.3K
SCM
103
Sterling Capital Management
North Carolina
$8.94K
EP
104
Essential Partners
California
$7.64K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$7.24K
VCM
106
Versant Capital Management
Arizona
$4.94K
JWM
107
JPL Wealth Management
Colorado
$3.78K
QCG
108
Quadrant Capital Group
Ohio
$2.79K
Optiver Holding
109
Optiver Holding
Netherlands
$2.74K
MCM
110
MAI Capital Management
Ohio
$2.28K
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$2K
TCM
112
Triumph Capital Management
Colorado
$1.77K
EB
113
Eastern Bank
Massachusetts
$1.77K
EWA
114
EverSource Wealth Advisors
Alabama
$1.39K
US Bancorp
115
US Bancorp
Minnesota
$1.1K
GCP
116
Gill Capital Partners
Colorado
$591
FFA
117
Farther Finance Advisors
California
$534
CPG
118
Cornerstone Planning Group
New Jersey
$437
AC
119
AlphaCore Capital
California
$396
RFP
120
Root Financial Partners
California
$361
FMP
121
Financial Management Professionals
Texas
$307
AF
122
Allworth Financial
California
$302
TWD
123
True Wealth Design
Ohio
$225
GI
124
GAMMA Investing
California
$213
LFG
125
Larson Financial Group
Missouri
$165