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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
SWA
551
SFMG Wealth Advisors
Texas
$808K +$14.7K +26 +2%
JF
552
Jump Financial
Illinois
$807K -$77.8K -138 -8%
NICM
553
Neo Ivy Capital Management
New York
$799K -$1.82M -3,230 -69%
IP
554
Intellectus Partners
California
$791K -$27.6K -49 -3%
NI
555
Natural Investments
California
$789K +$826K +1,464 New
CIA
556
Concurrent Investment Advisors
Florida
$787K -$10.7K -19 -1%
CCM
557
Coldstream Capital Management
Washington
$786K -$25.9K -46 -3%
CGH
558
Crossmark Global Holdings
Texas
$783K -$11.8K -21 -1%
VI
559
Vestcor Inc
New Brunswick, Canada
$782K
AF
560
Allworth Financial
California
$771K +$201K +357 +33%
RS
561
R Squared
Hong Kong
$770K +$383K +679 +91%
Jacobs Levy Equity Management
562
Jacobs Levy Equity Management
New Jersey
$767K -$40K -71 -5%
MAS
563
Meeder Advisory Services
Ohio
$766K -$132K -234 -14%
MWM
564
Mission Wealth Management
California
$764K +$8.46K +15 +1%
VT
565
Vise Technologies
New York
$759K
EP
566
Essential Partners
California
$757K -$863K -1,531 -52%
HCA
567
Harbor Capital Advisors
Illinois
$756K -$173K -307 -18%
MB
568
MidFirst Bank
Oklahoma
$756K +$1.13K +2 +0.1%
SFM
569
Signet Financial Management
New Jersey
$744K
DWM
570
Ducere Wealth Management
California
$737K +$46.8K +83 +6%
LWM
571
Liberty Wealth Management
California
$734K
GIC
572
Generali Investments CEE
Czech Republic
$728K -$2.58M -4,583 -77%
AF
573
Aviso Financial
Ontario, Canada
$725K +$283K +501 +59%
CPIG
574
Chicago Partners Investment Group
Illinois
$725K +$319K +566 +90%
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$722K -$6.2K -11 -0.8%