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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
NDSIB
501
North Dakota State Investment Board
North Dakota
$1.13M
DWM
502
Dakota Wealth Management
Florida
$1.13M
LOAMS
503
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M
VCM
504
Voleon Capital Management
California
$1.11M
PMG
505
ProVise Management Group
Florida
$1.1M
SAM
506
Securian Asset Management
Minnesota
$1.1M
MSA
507
MUFG Securities Americas
New York
$1.1M
FAM
508
Fulcrum Asset Management
United Kingdom
$1.09M
LIA
509
Limestone Investment Advisors
New York
$1.08M
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M
SLT
511
St Louis Trust
Missouri
$1.06M
HIM
512
Hillsdale Investment Management
Ontario, Canada
$1.05M
RIM
513
Redwood Investment Management
Arizona
$1.04M
CPCPP
514
Canada Post Corporation Pension Plan
Canada
$1.04M
FRA
515
Frank Rimerman Advisors
California
$1.03M
Nomura Holdings
516
Nomura Holdings
Japan
$1.03M
EPIMS
517
Evelyn Partners Investment Management Services
$1.03M
BG
518
BDF Gestion
France
$1.01M
CCM
519
Copeland Capital Management
Pennsylvania
$986K
AUB
520
Atlantic Union Bankshares
Virginia
$976K
ECM
521
Everence Capital Management
Indiana
$969K
SF
522
Summit Financial
New Jersey
$958K
QCM
523
QRG Capital Management
Illinois
$956K
LCM
524
Landscape Capital Management
New Jersey
$953K
IFWM
525
Institute for Wealth Management
Colorado
$941K