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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
AI
651
AdvisorShares Investments
Maryland
$447K
WA
652
Waverly Advisors
Alabama
$447K
OIS
653
OneAscent Investment Solutions
Alabama
$447K
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$445K
ERSOT
655
Employees Retirement System of Texas
Texas
$439K
LF
656
Lansforsakringar Fondforvaltning
Sweden
$439K
KF
657
Krilogy Financial
Missouri
$437K
BCFD
658
Boit C.F. David
$437K
GCP
659
GSA Capital Partners
United Kingdom
$432K
DS
660
DRW Securities
Illinois
$429K
VSQM
661
V-Square Quantitative Management
Illinois
$428K
CCA
662
Checchi Capital Advisers
California
$425K
ERWM
663
Elk River Wealth Management
Colorado
$417K
IWA
664
Icon Wealth Advisors
Texas
$416K
LWL
665
Leo Wealth LLC
Texas
$415K
PPWP
666
Premier Path Wealth Partners
New Jersey
$415K
SWP
667
Sagespring Wealth Partners
Tennessee
$410K
TNA
668
True North Advisors
Texas
$409K
TWC
669
TD Waterhouse Canada
Ontario, Canada
$403K
PA
670
Parallel Advisors
California
$399K
OIA
671
OneDigital Investment Advisors
Kansas
$398K
AWA
672
Arkadios Wealth Advisors
Georgia
$396K
GKFF
673
George Kaiser Family Foundation
Oklahoma
$393K
PGCM
674
Prescott Group Capital Management
Oklahoma
$393K
TC
675
TownSquare Capital
Utah
$389K