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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
PI
401
PineBridge Investments
New York
$2.11M
OIMU
402
Osmosis Investment Management UK
United Kingdom
$2.11M
Pacer Advisors
403
Pacer Advisors
Pennsylvania
$2.08M
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$2.06M
FCBT
405
First Citizens Bank & Trust
North Carolina
$2.06M
PAMP
406
Polar Asset Management Partners
Ontario, Canada
$2.05M
PIM
407
Plato Investment Management
Australia
$2.05M
MCRM
408
Midway Capital Research & Management
Illinois
$2.03M
Fuller & Thaler Asset Management
409
Fuller & Thaler Asset Management
California
$2.01M
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$1.99M
SCM
411
Shelton Capital Management
Colorado
$1.99M
AWM
412
Apollon Wealth Management
South Carolina
$1.99M
US Bancorp
413
US Bancorp
Minnesota
$1.99M
BCA
414
Bitterroot Capital Advisors
Montana
$1.98M
Thrivent Financial for Lutherans
415
Thrivent Financial for Lutherans
Minnesota
$1.96M
PWM
416
Palumbo Wealth Management
New York
$1.94M
TE
417
Tema ETFs
New York
$1.94M
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$1.94M
CGPCS
419
Capital Group Private Client Services
California
$1.94M
Lido Advisors
420
Lido Advisors
California
$1.92M
BPA
421
Beacon Pointe Advisors
California
$1.91M
TFA
422
Toth Financial Advisory
Virginia
$1.91M
Allspring Global Investments
423
Allspring Global Investments
North Carolina
$1.9M
Bank Julius Baer & Co
424
Bank Julius Baer & Co
Switzerland
$1.9M
NMERB
425
New Mexico Educational Retirement Board
New Mexico
$1.89M