We are live on ! Find out more
MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

78 hedge funds and large institutions have $317M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

11% more funds holding

Funds holding: 7078 (+8)

4.17% more ownership

Funds ownership: 40.1%44.26% (+4.2%)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $306M → $317M (+$10.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
24
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
26
Quarry LP
New York
$1.32M +$1.36M +95,739 New
FC
27
FCA Corp
Texas
$1.28M -$266K -18,799 -17%
EPW
28
Evolve Private Wealth
California
$1.24M +$1.28M +90,284 New
CEFA
29
Closed-End Fund Advisors
Virginia
$1.11M +$1.15M +80,944 New
IFG
30
Independent Financial Group
California
$1.09M -$99.5K -7,018 -8%
SC
31
Stolper & Co
Oklahoma
$902K +$11.6K +820 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$893K +$40.3K +2,846 +5%
AC
33
Almitas Capital
California
$848K +$874K +61,653 New
LPL Financial
34
LPL Financial
California
$739K +$295K +20,846 +63%
BI
35
Bramshill Investments
Florida
$734K -$218K -15,346 -22%
CD
36
Chapin Davis
Maryland
$587K +$35.4K +2,500 +6%
DWP
37
Daymark Wealth Partners
Ohio
$516K +$12.9K +911 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$500K -$37.5K -2,649 -7%
OWA
39
Opal Wealth Advisors
New York
$447K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$439K +$107K +7,552 +31%
SFS
41
Shaker Financial Services
Virginia
$431K +$444K +31,319 New
Stifel Financial
42
Stifel Financial
Missouri
$430K -$65.1K -4,595 -13%
NAS
43
NWF Advisory Services
California
$378K -$14.2K -1,000 -4%
CL
44
Choreo LLC
Illinois
$369K +$22K +1,551 +6%
Cerity Partners
45
Cerity Partners
New York
$365K -$15.6K -1,099 -4%
FFN
46
Focus Financial Network
Minnesota
$363K +$44.5K +3,141 +14%
MFG
47
Merit Financial Group
Georgia
$323K +$19.2K +1,358 +6%
FHA
48
Flagship Harbor Advisors
Massachusetts
$293K +$79.3K +5,598 +36%
Mariner
49
Mariner
Kansas
$292K -$3.67K -259 -1%
NA
50
NewEdge Advisors
Louisiana
$289K -$1.67K -118 -0.6%