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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
SWA
551
SFMG Wealth Advisors
Texas
$808K
JF
552
Jump Financial
Illinois
$807K
NICM
553
Neo Ivy Capital Management
New York
$799K
IP
554
Intellectus Partners
California
$791K
NI
555
Natural Investments
California
$789K
CIA
556
Concurrent Investment Advisors
Florida
$787K
CCM
557
Coldstream Capital Management
Washington
$786K
CGH
558
Crossmark Global Holdings
Texas
$783K
VI
559
Vestcor Inc
New Brunswick, Canada
$782K
AF
560
Allworth Financial
California
$771K
RS
561
R Squared
Hong Kong
$770K
Jacobs Levy Equity Management
562
Jacobs Levy Equity Management
New Jersey
$767K
MAS
563
Meeder Advisory Services
Ohio
$766K
MWM
564
Mission Wealth Management
California
$764K
VT
565
Vise Technologies
New York
$759K
EP
566
Essential Partners
California
$757K
HCA
567
Harbor Capital Advisors
Illinois
$756K
MB
568
MidFirst Bank
Oklahoma
$756K
SFM
569
Signet Financial Management
New Jersey
$744K
DWM
570
Ducere Wealth Management
California
$737K
LWM
571
Liberty Wealth Management
California
$734K
GIC
572
Generali Investments CEE
Czech Republic
$728K
AF
573
Aviso Financial
Ontario, Canada
$725K
CPIG
574
Chicago Partners Investment Group
Illinois
$725K
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$722K