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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
NDSIB
501
North Dakota State Investment Board
North Dakota
$1.13M -$267K -473 -18%
DWM
502
Dakota Wealth Management
Florida
$1.13M -$17.5K -31 -1%
LOAMS
503
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M +$1.18M +2,085 New
VCM
504
Voleon Capital Management
California
$1.11M -$2.22M -3,932 -66%
PMG
505
ProVise Management Group
Florida
$1.1M -$22.6K -40 -2%
SAM
506
Securian Asset Management
Minnesota
$1.1M
MSA
507
MUFG Securities Americas
New York
$1.1M +$5.08K +9 +0.4%
FAM
508
Fulcrum Asset Management
United Kingdom
$1.09M +$101K +179 +10%
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 +$224K +397 +25%
HIM
512
Hillsdale Investment Management
Ontario, Canada
$1.05M +$1.1M +1,950 New
RIM
513
Redwood Investment Management
Arizona
$1.04M +$18.6K +33 +2%
CPCPP
514
Canada Post Corporation Pension Plan
Canada
$1.04M
FRA
515
Frank Rimerman Advisors
California
$1.03M -$2.26K -4 -0.2%
Nomura Holdings
516
Nomura Holdings
Japan
$1.03M -$20.9K -37 -2%
EPIMS
517
Evelyn Partners Investment Management Services
$1.03M +$13K +23 +1%
BG
518
BDF Gestion
France
$1.01M
CCM
519
Copeland Capital Management
Pennsylvania
$986K -$12.4M -21,912 -92%
AUB
520
Atlantic Union Bankshares
Virginia
$976K -$50.2K -89 -5%
ECM
521
Everence Capital Management
Indiana
$969K
SF
522
Summit Financial
New Jersey
$958K +$786K +1,394 +363%
QCM
523
QRG Capital Management
Illinois
$956K -$127K -226 -11%
LCM
524
Landscape Capital Management
New Jersey
$953K -$462K -820 -32%
IFWM
525
Institute for Wealth Management
Colorado
$941K +$10.7K +19 +1%