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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
AWAU
626
Alliance Wealth Advisors (Utah)
Utah
$529K -$473K -838 -46%
CAG
627
Crestwood Advisors Group
Massachusetts
$529K +$195K +346 +54%
LFM
628
LGT Fund Management
Liechtenstein
$528K +$152K +270 +38%
EWM
629
Evercore Wealth Management
New York
$522K
ASN
630
Advisory Services Network
Georgia
$520K +$200K +355 +58%
William Blair & Company
631
William Blair & Company
Illinois
$520K +$239K +424 +79%
CAM
632
Cresset Asset Management
Illinois
$518K -$60.3K -107 -10%
WFA
633
Wellspring Financial Advisors
Ohio
$515K -$6.77K -12 -1%
LA
634
LVW Advisors
New York
$509K -$451K -799 -46%
UIM
635
Unified Investment Management
Georgia
$506K -$101K -179 -16%
SWM
636
Salvus Wealth Management
New Jersey
$506K +$19.7K +35 +4%
FFA
637
Farther Finance Advisors
California
$505K +$1.13K +2 +0.2%
FTWA
638
Fifth Third Wealth Advisors
Ohio
$501K +$135K +239 +35%
KAS
639
Kestra Advisory Services
Texas
$497K -$392K -695 -43%
GC
640
Guggenheim Capital
Illinois
$493K -$170K -302 -25%
BFM
641
Boothbay Fund Management
New York
$484K +$506K +898 New
WA
642
Waddell & Associates
Tennessee
$483K +$38.3K +68 +8%
JSW
643
Journey Strategic Wealth
New Jersey
$481K +$155K +274 +44%
BFG
644
Birch Financial Group
New Hampshire
$480K -$104K -184 -17%
Los Angeles Capital Management
645
Los Angeles Capital Management
California
$474K +$304K +539 +159%
TAM
646
Trust Asset Management
Texas
$469K
AWP
647
Ascent Wealth Partners
New York
$465K -$6.85M -12,147 -93%
LIP
648
Lighthouse Investment Partners
Florida
$463K +$484K +859 New
AWA
649
Aaron Wealth Advisors
Illinois
$462K +$90.2K +160 +23%
EI
650
Ellevest Inc
New York
$460K -$85.7K -152 -15%