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1,053 hedge funds and large institutions have $35B invested in MSCI in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $38.7B → $35B (-$3.62B)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

49% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $126M

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.8M
Puts
$126M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
351
Evoke Wealth
California
$3.65M
Macquarie Group
352
Macquarie Group
Australia
$3.59M
KIA
353
Knollwood Investment Advisory
Maryland
$3.56M
EI
354
Ethic Inc
New York
$3.34M
TRSOTSOK
355
Teachers Retirement System of the State of Kentucky
Kentucky
$3.3M
GXJ
356
Global X Japan
Japan
$3.27M
CFO
357
Callan Family Office
Pennsylvania
$3.26M
KHCM
358
Kirtland Hills Capital Management
Ohio
$3.22M
FFA
359
First Foundation Advisors
California
$3.22M
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$3.13M
GIBU
361
Gulf International Bank (UK)
United Kingdom
$3.12M
OA
362
Oxbow Advisors
Texas
$3.06M
OAC
363
OMERS Administration Corp
Ontario, Canada
$3.03M
ECSS
364
Eurizon Capital SGR SpA
$2.93M
PAM
365
Panagora Asset Management
Massachusetts
$2.92M
WG
366
Winton Group
United Kingdom
$2.9M
BAM
367
Bell Asset Management
Australia
$2.89M
HWM
368
HB Wealth Management
Georgia
$2.84M
SCM
369
Sterling Capital Management
North Carolina
$2.81M
BCI
370
Brinker Capital Investments
Pennsylvania
$2.8M
OTL
371
Oak Thistle LLC
New York
$2.79M
VA
372
Vident Advisory
Georgia
$2.72M
DC
373
Davenport & Co
Virginia
$2.72M
BAMF
374
BI Asset Management Fondsmaeglerselskab
Denmark
$2.71M
EPIM
375
Evelyn Partners Investment Management
$2.67M