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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
COLIM
51
City of London Investment Management
United Kingdom
$271K +$279K +19,660 New
Jane Street
52
Jane Street
New York
$268K -$238K -16,782 -46%
AIS
53
Accredited Investor Services
Minnesota
$253K +$28.7K +2,028 +12%
LCM
54
Landscape Capital Management
New Jersey
$252K +$260K +18,319 New
GRP
55
Global Retirement Partners
California
$239K +$246K +17,350 New
ACA
56
Aptus Capital Advisors
Alabama
$206K
SFG
57
Sovereign Financial Group
Connecticut
$190K -$11.1K -783 -5%
UBS Group
58
UBS Group
Switzerland
$183K +$13K +919 +7%
PAS
59
Park Avenue Securities
New York
$172K +$12.5K +884 +8%
DWM
60
Dakota Wealth Management
Florida
$165K -$18.2K -1,285 -10%
P
61
&Partners
Tennessee
$157K +$161K +11,385 New
VIPI
62
Vista Investment Partners II
Indiana
$150K
SC
63
Savant Capital
Illinois
$145K
PAG
64
Private Advisor Group
New Jersey
$139K +$144K +10,128 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$138K -$87.3K -6,159 -38%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$98.5K +$101K +7,160 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$78.3K
JP Morgan Chase
68
JP Morgan Chase
New York
$68.8K +$70.9K +5,000 New
WA
69
WPG Advisers
Maryland
$38.6K +$3.94K +278 +11%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$37.2K
FGAM
71
Financial Gravity Asset Management
Texas
$19.6K -$157K -11,083 -89%
1IA
72
1620 Investment Advisors
Massachusetts
$12K -$10.3K -725 -45%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$6K
NS
74
NBC Securities
Alabama
$4.82K
WOSD
75
WFA of San Diego
California
$3.44K