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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
MLL
576
Moody Lynn & Lieberson
Massachusetts
$717K
CA
577
Clearstead Advisors
Ohio
$714K +$301K +533 +67%
SS
578
SBI Securities
Japan
$709K +$12.4K +22 +2%
ECM
579
Evergreen Capital Management
Washington
$706K +$471K +836 +176%
RCM
580
RB Capital Management
Nevada
$706K -$9.02K -16 -1%
WPC
581
Wedmont Private Capital
Pennsylvania
$704K -$45.7K -81 -6%
QPBE
582
Quintet Private Bank (Europe)
Luxembourg
$693K
CFG
583
Citizens Financial Group
Rhode Island
$684K -$108K -191 -13%
SAI
584
Savvy Advisors Inc
New York
$684K +$224K +398 +46%
AFG
585
Atomi Financial Group
New York
$672K -$102K -181 -13%
FFG
586
Fortune Financial Group
Florida
$669K -$6.2K -11 -0.9%
BHC
587
Bull Harbor Capital
Maryland
$668K +$699K +1,239 New
HCA
588
Hardworking Capital Advisors
California
$658K +$13K +23 +2%
S
589
SignatureFD
Georgia
$656K -$12.4K -22 -2%
PA
590
Pinnacle Associates
New York
$647K -$101K -180 -13%
CFM
591
Catalyst Funds Management
Australia
$647K +$22.6K +40 +3%
IUHSA
592
Itau Unibanco Holding S.A.
Brazil
$647K +$677K +1,200 New
KCM
593
Kathmere Capital Management
Pennsylvania
$645K +$182K +323 +37%
BWM
594
BAM Wealth Management
Colorado
$642K -$37.8K -67 -5%
EWA
595
EverSource Wealth Advisors
Alabama
$638K +$140K +249 +27%
PS
596
Principal Securities
Iowa
$637K -$610K -1,082 -48%
Skandinaviska Enskilda Banken (SEB)
597
Skandinaviska Enskilda Banken (SEB)
Sweden
$636K -$28.8M -51,079 -98%
TG
598
TCW Group
California
$633K +$18K +32 +3%
SCM
599
Stevens Capital Management
Pennsylvania
$632K +$301K +534 +84%
CPW
600
Crestmont Private Wealth
Texas
$611K +$52.4K +93 +9%