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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
AWAU
626
Alliance Wealth Advisors (Utah)
Utah
$529K
CAG
627
Crestwood Advisors Group
Massachusetts
$529K
LFM
628
LGT Fund Management
Liechtenstein
$528K
EWM
629
Evercore Wealth Management
New York
$522K
ASN
630
Advisory Services Network
Georgia
$520K
William Blair & Company
631
William Blair & Company
Illinois
$520K
CAM
632
Cresset Asset Management
Illinois
$518K
WFA
633
Wellspring Financial Advisors
Ohio
$515K
LA
634
LVW Advisors
New York
$509K
UIM
635
Unified Investment Management
Georgia
$506K
SWM
636
Salvus Wealth Management
New Jersey
$506K
FFA
637
Farther Finance Advisors
California
$505K
FTWA
638
Fifth Third Wealth Advisors
Ohio
$501K
KAS
639
Kestra Advisory Services
Texas
$497K
GC
640
Guggenheim Capital
Illinois
$493K
BFM
641
Boothbay Fund Management
New York
$484K
WA
642
Waddell & Associates
Tennessee
$483K
JSW
643
Journey Strategic Wealth
New Jersey
$481K
BFG
644
Birch Financial Group
New Hampshire
$480K
Los Angeles Capital Management
645
Los Angeles Capital Management
California
$474K
TAM
646
Trust Asset Management
Texas
$469K
AWP
647
Ascent Wealth Partners
New York
$465K
LIP
648
Lighthouse Investment Partners
Florida
$463K
AWA
649
Aaron Wealth Advisors
Illinois
$462K
EI
650
Ellevest Inc
New York
$460K