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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
| 3 |
SA
Sovran Advisors
San Diego,
California
|
+$1.13M |
| 4 |
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
Chicago,
Illinois
|
-$2.62M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$2.54M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.26M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$635K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$564K |
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.