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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
VWM
601
Valley Wealth Managers
New Jersey
$609K
GBT
602
Grove Bank & Trust
Florida
$604K
GC
603
Gilbert & Cook
Iowa
$598K
UBP
604
Union Bancaire Privee
Switzerland
$596K
EPW
605
Evolve Private Wealth
California
$591K
XT
606
XTX Topco
Cayman Islands
$591K
AG
607
Ascent Group
Virginia
$587K
HNB
608
Huntington National Bank
Ohio
$586K
AAM
609
Alken Asset Management
United Kingdom
$585K
GI
610
GAMMA Investing
California
$577K
CF
611
Centaurus Financial
California
$574K
SLG
612
Stanley-Laman Group
Pennsylvania
$570K
VAS
613
Vestmark Advisory Solutions
Massachusetts
$569K
DADC
614
D.A. Davidson & Co
Montana
$568K
NS
615
NBC Securities
Alabama
$564K
N
616
Natixis
France
$562K
NSUP
617
NLB Skladi upravljanje premozenja
$546K
SAM
618
Sompo Asset Management
Japan
$544K
BFS
619
Bradley Foster & Sargent
Connecticut
$543K
ECM
620
Ebert Capital Management
California
$541K
TCWA
621
Turtle Creek Wealth Advisors
Texas
$539K
HA
622
Harbor Advisors
Florida
$539K
BA
623
Birinyi Associates
Connecticut
$539K
SAM
624
Smartleaf Asset Management
Massachusetts
$537K
GS
625
GWN Securities
Florida
$530K