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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
PCS
526
Personal CFO Solutions
New Jersey
$940K
SC
527
Syon Capital
California
$936K
TSW
528
Three Seasons Wealth
Utah
$936K
SCI
529
Stableford Capital II
Arizona
$934K
BBHC
530
Brown Brothers Harriman & Co
New York
$927K
AWMS
531
Advocacy Wealth Management Services
Georgia
$910K
GWP
532
Gen-Wealth Partners
Michigan
$909K
WG
533
Wellington Group
Indiana
$888K
DCM
534
Donaldson Capital Management
Indiana
$885K
BP
535
Ballentine Partners
Massachusetts
$880K
FC
536
Farringdon Capital
United Kingdom
$873K
IWC
537
Integrated Wealth Concepts
Massachusetts
$865K
OWM
538
Opes Wealth Management
California
$862K
BMC
539
Benin Management Corp
Connecticut
$861K
PAS
540
Park Avenue Securities
New York
$861K
QCG
541
Quadrant Capital Group
Ohio
$861K
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$850K
GAM
543
Groupama Asset Management
France
$840K
Luther King Capital Management (LKCM)
544
Luther King Capital Management (LKCM)
Texas
$828K
HFS
545
Hantz Financial Services
Michigan
$826K
AA
546
Advisory Advocates
Michigan
$822K
SCA
547
Snowden Capital Advisors
New York
$815K
PCA
548
Pallas Capital Advisors
Massachusetts
$812K
CNC
549
Canandaigua National Corp
New York
$812K
AAP
550
Arax Advisory Partners
Colorado
$811K