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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
MLL
576
Moody Lynn & Lieberson
Massachusetts
$717K
CA
577
Clearstead Advisors
Ohio
$714K
SS
578
SBI Securities
Japan
$709K
ECM
579
Evergreen Capital Management
Washington
$706K
RCM
580
RB Capital Management
Nevada
$706K
WPC
581
Wedmont Private Capital
Pennsylvania
$704K
QPBE
582
Quintet Private Bank (Europe)
Luxembourg
$693K
CFG
583
Citizens Financial Group
Rhode Island
$684K
SAI
584
Savvy Advisors Inc
New York
$684K
AFG
585
Atomi Financial Group
New York
$672K
FFG
586
Fortune Financial Group
Florida
$669K
BHC
587
Bull Harbor Capital
Maryland
$668K
HCA
588
Hardworking Capital Advisors
California
$658K
S
589
SignatureFD
Georgia
$656K
PA
590
Pinnacle Associates
New York
$647K
CFM
591
Catalyst Funds Management
Australia
$647K
IUHSA
592
Itau Unibanco Holding S.A.
Brazil
$647K
KCM
593
Kathmere Capital Management
Pennsylvania
$645K
BWM
594
BAM Wealth Management
Colorado
$642K
EWA
595
EverSource Wealth Advisors
Alabama
$638K
PS
596
Principal Securities
Iowa
$637K
Skandinaviska Enskilda Banken (SEB)
597
Skandinaviska Enskilda Banken (SEB)
Sweden
$636K
TG
598
TCW Group
California
$633K
SCM
599
Stevens Capital Management
Pennsylvania
$632K
CPW
600
Crestmont Private Wealth
Texas
$611K