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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
PCS
526
Personal CFO Solutions
New Jersey
$940K -$157K -279 -14%
SC
527
Syon Capital
California
$936K +$240K +426 +32%
TSW
528
Three Seasons Wealth
Utah
$936K -$80.6K -143 -8%
SCI
529
Stableford Capital II
Arizona
$934K +$2.82K +5 +0.3%
BBHC
530
Brown Brothers Harriman & Co
New York
$927K +$429K +761 +79%
AWMS
531
Advocacy Wealth Management Services
Georgia
$910K +$952K +1,688 New
GWP
532
Gen-Wealth Partners
Michigan
$909K -$80.6K -143 -8%
WG
533
Wellington Group
Indiana
$888K +$103K +182 +12%
DCM
534
Donaldson Capital Management
Indiana
$885K -$131K -233 -12%
BP
535
Ballentine Partners
Massachusetts
$880K -$24.8K -44 -3%
FC
536
Farringdon Capital
United Kingdom
$873K -$1.07M -1,902 -54%
IWC
537
Integrated Wealth Concepts
Massachusetts
$865K +$332K +589 +58%
OWM
538
Opes Wealth Management
California
$862K
BMC
539
Benin Management Corp
Connecticut
$861K
PAS
540
Park Avenue Securities
New York
$861K +$24.8K +44 +3%
QCG
541
Quadrant Capital Group
Ohio
$861K -$266K -471 -23%
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$850K -$394K -699 -31%
GAM
543
Groupama Asset Management
France
$840K -$194K -344 -18%
Luther King Capital Management (LKCM)
544
Luther King Capital Management (LKCM)
Texas
$828K -$10.2K -18 -1%
HFS
545
Hantz Financial Services
Michigan
$826K -$13.2M -23,341 -94%
AA
546
Advisory Advocates
Michigan
$822K +$5.08K +9 +0.6%
SCA
547
Snowden Capital Advisors
New York
$815K -$148K -262 -15%
PCA
548
Pallas Capital Advisors
Massachusetts
$812K -$78.9K -140 -9%
CNC
549
Canandaigua National Corp
New York
$812K +$849K +1,506 New
AAP
550
Arax Advisory Partners
Colorado
$811K +$328K +581 +63%