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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

68 hedge funds and large institutions have $301M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $277M → $301M (+$23.8M)

6% more funds holding

Funds holding: 64 → 68 (+4)

0.73% more ownership

Funds ownership: 39.99% → 40.72% (+0.73%)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.1M
2
Bank of America
Bank of America
North Carolina
+$2.05M
3
SA
Sovran Advisors
California
+$1.13M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
5
SPIA
Steward Partners Investment Advisory
New York
+$861K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.62M
2
AC
Almitas Capital
California
-$2.54M
3
KIM
Karpus Investment Management
New York
-$1.26M
4
Stifel Financial
Stifel Financial
Missouri
-$635K
5
COLIM
City of London Investment Management
United Kingdom
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$676K -$635K -46,630 -50%
CD
27
Chapin Davis
Maryland
$563K +$383K +28,150 +245%
AC
28
Almitas Capital
California
$563K -$2.54M -186,512 -82%
COLIM
29
City of London Investment Management
United Kingdom
$471K -$564K -41,430 -56%
Osaic Holdings
30
Osaic Holdings
Arizona
$408K +$68.1K +5,005 +21%
LPL Financial
31
LPL Financial
California
$397K +$4.96K +364 +1%
Cerity Partners
32
Cerity Partners
New York
$392K – – –
DWP
33
Daymark Wealth Partners
Ohio
$347K +$55.6K +4,082 +20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$343K +$2.91K +214 +0.9%
FFN
35
Focus Financial Network
Minnesota
$335K +$29K +2,129 +10%
MHS
36
M Holdings Securities
Oregon
$292K +$282K +20,687 New
MFG
37
Merit Financial Group
Georgia
$290K +$277K +20,373 New
CL
38
Choreo LLC
Illinois
$271K +$30.1K +2,214 +13%
OWA
39
Opal Wealth Advisors
New York
$265K +$254K +18,650 New
NAS
40
NWF Advisory Services
California
$263K -$34K -2,500 -12%
DWM
41
Dakota Wealth Management
Florida
$254K -$78.5K -5,765 -24%
UBS Group
42
UBS Group
Switzerland
$249K +$18.2K +1,335 +8%
EC
43
Elequin Capital
New York
$232K +$222K +16,309 New
SFG
44
Sovereign Financial Group
Connecticut
$219K +$327 +24 +0.2%
Mariner
45
Mariner
Kansas
$218K -$8.28K -608 -4%
PAG
46
Private Advisor Group
New Jersey
$218K +$4.15K +305 +2%
ACA
47
Aptus Capital Advisors
Alabama
$213K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$213K – – –
AIS
49
Accredited Investor Services
Minnesota
$204K +$20.7K +1,519 +12%
TJHA
50
Thomas J. Herzfeld Advisors
Florida
$203K +$4.01K +295 +2%
1
2
3

MEGI Hedge Fund Activity: Q2 2025 in Review

68 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q2 2025, worth a combined $301M — up 8.6% from $277M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MEGI positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.62M sold.

  • 68 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $301M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 10 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q2 2025 was Morgan Stanley, an estimated $5.1M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q2 2025 was Wolverine Asset Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2025.