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1,054 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

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 130

1.25% less ownership

Funds ownership: 89.73%88.48% (-1.2%)

2% less funds holding

Funds holding: 1,0761,054 (-22)

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
1,054
Holders Change
-22
Holders Change %
-2.04%
% of All Funds
12.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
126
Increased
362
Reduced
425
Closed
130
Calls
$63.8M
Puts
$126M
Net Calls
-$62.2M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
476
Fox Run Management
Connecticut
$1.36M -$878K -1,557 -38%
KJHP
477
K.J. Harrison & Partners
Ontario, Canada
$1.34M -$1.69M -3,000 -55%
FPAS
478
Focus Partners Advisor Solutions
Missouri
$1.34M +$526K +932 +60%
CWM
479
Cabot Wealth Management
Massachusetts
$1.34M -$109K -194 -7%
MCC
480
Malaga Cove Capital
California
$1.31M +$44.5K +79 +3%
AWM
481
Accurate Wealth Management
Florida
$1.31M +$1.37M +2,434 New
DWM
482
Diversify Wealth Management
Utah
$1.29M +$423K +750 +53%
OAM
483
Ostrum Asset Management
France
$1.28M +$315K +558 +31%
SOAM
484
SBI Okasan Asset Management
Japan
$1.28M
DWM
485
Dynasty Wealth Management
Florida
$1.27M +$17.5K +31 +1%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M -$27.6K -49 -2%
CG
487
Caprock Group
Idaho
$1.27M -$286K -508 -18%
WWM
488
Waterway Wealth Management
Texas
$1.25M +$1.31M +2,321 New
NW
489
NewEdge Wealth
Pennsylvania
$1.24M -$815K -1,445 -38%
AssetMark Inc
490
AssetMark Inc
California
$1.24M +$45.1K +80 +4%
MT
491
Midwest Trust
Kansas
$1.23M -$74.4K -132 -5%
TCA
492
Transcend Capital Advisors
New Jersey
$1.22M +$371K +658 +41%
LNWTC
493
Laird Norton Wetherby Trust Company
Washington
$1.21M -$81.2K -144 -6%
BCM
494
Boreal Capital Management
Florida
$1.2M +$205K +363 +19%
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$1.16M -$143K -254 -11%
EWA
496
EP Wealth Advisors
California
$1.16M +$54.7K +97 +5%
KeyBank National Association
497
KeyBank National Association
Ohio
$1.16M +$60.3K +107 +5%
CW
498
CreativeOne Wealth
Kansas
$1.15M +$5.64K +10 +0.5%
LC
499
Lincoln Capital
Nebraska
$1.14M -$217K -384 -15%
MGP
500
Metis Global Partners
California
$1.14M -$168K -298 -12%