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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

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: 70 → 78 (+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: 1 → 1 (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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.3M
2
Morgan Stanley
Morgan Stanley
New York
+$8.28M
3
AIA
Absolute Investment Advisers
Florida
+$4.69M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.71M
5
WAM
Wolverine Asset Management
Illinois
+$3.66M

Top Sellers

1
SCM
Saba Capital Management
New York
-$9.44M
2
Wells Fargo
Wells Fargo
California
-$1.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
4
KIM
Karpus Investment Management
New York
-$1.02M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$3.23K – – –
SIS
77
Sound Income Strategies
Florida
$324 – – –
AssetMark Inc
78
AssetMark Inc
California
$193 – – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
– -$1.03M -70,367 Closed
Millennium Management
80
Millennium Management
New York
– -$734K -50,000 Closed
IWC
81
Integrated Wealth Concepts
Massachusetts
– -$220K -15,000 Closed
CIA
82
Capital Investment Advisors
Georgia
– -$183K -12,475 Closed
Walleye Capital
83
Walleye Capital
New York
– -$170K -11,613 Closed
DACS
84
Dymon Asia Capital (Singapore)
Singapore
– -$153K -10,414 Closed
MG
85
Mather Group
Illinois
– -$73.4K -5,000 Closed
NFSG
86
Newbridge Financial Services Group
Florida
– -$14.7K -1,000 Closed
IW
87
Imprint Wealth
South Carolina
– -$4.84K -330 Closed
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