We are live on ! Find out more

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
FRM
476
Fox Run Management
Connecticut
$1.36M
KJHP
477
K.J. Harrison & Partners
Ontario, Canada
$1.34M
FPAS
478
Focus Partners Advisor Solutions
Missouri
$1.34M
CWM
479
Cabot Wealth Management
Massachusetts
$1.34M
MCC
480
Malaga Cove Capital
California
$1.31M
AWM
481
Accurate Wealth Management
Florida
$1.31M
DWM
482
Diversify Wealth Management
Utah
$1.29M
OAM
483
Ostrum Asset Management
France
$1.28M
SOAM
484
SBI Okasan Asset Management
Japan
$1.28M
DWM
485
Dynasty Wealth Management
Florida
$1.27M
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M
CG
487
Caprock Group
Idaho
$1.27M
WWM
488
Waterway Wealth Management
Texas
$1.25M
NW
489
NewEdge Wealth
Pennsylvania
$1.24M
AssetMark Inc
490
AssetMark Inc
California
$1.24M
MT
491
Midwest Trust
Kansas
$1.23M
TCA
492
Transcend Capital Advisors
New Jersey
$1.22M
LNWTC
493
Laird Norton Wetherby Trust Company
Washington
$1.21M
BCM
494
Boreal Capital Management
Florida
$1.2M
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$1.16M
EWA
496
EP Wealth Advisors
California
$1.16M
KeyBank National Association
497
KeyBank National Association
Ohio
$1.16M
CW
498
CreativeOne Wealth
Kansas
$1.15M
LC
499
Lincoln Capital
Nebraska
$1.14M
MGP
500
Metis Global Partners
California
$1.14M