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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
LSA
676
Leonteq Securities AG
Switzerland
$386K -$101K -179 -20%
PWM
677
Perigon Wealth Management
California
$385K -$55.3K -98 -12%
WIA
678
World Investment Advisors
California
$385K -$14.1K -25 -3%
WANY
679
Wealthspire Advisors (New York)
New York
$385K -$220K -390 -35%
OWP
680
ORG Wealth Partners
Texas
$381K -$87.4K -155 -18%
CI
681
Cigna Investments
Connecticut
$377K -$6.77K -12 -2%
SC
682
Scotia Capital
Ontario, Canada
$375K -$140K -248 -26%
GS
683
GTS Securities
New York
$374K -$310K -549 -44%
BHPW
684
Beverly Hills Private Wealth
California
$371K
RAM
685
Ramirez Asset Management
New York
$370K
BC
686
Bridgefront Capital
Texas
$367K -$498K -883 -56%
CA
687
Commerzbank Aktiengesellschaft
Germany
$366K -$14.1K -25 -4%
IFU
688
iSAM Funds (UK)
United Kingdom
$364K +$381K +675 New
PAG
689
Private Advisor Group
New Jersey
$363K +$66.5K +118 +21%
Massachusetts Financial Services
690
Massachusetts Financial Services
Massachusetts
$363K +$3.95K +7 +1%
PFM
691
Potomac Fund Management
Florida
$361K +$3.38K +6 +0.9%
AIP
692
Ameritas Investment Partners
Nebraska
$355K -$7.89K -14 -2%
PA
693
Profund Advisors
Maryland
$354K -$95.3K -169 -20%
GAM
694
Guinness Asset Management
United Kingdom
$354K
MG
695
Mather Group
Illinois
$348K -$56.4K -100 -13%
BPAMU
696
BTG Pactual Asset Management US
New York
$347K +$363K +644 New
PCIA
697
Prime Capital Investment Advisors
Kansas
$340K -$678K -1,202 -66%
NAM
698
NorthCrest Asset Manangement
Minnesota
$338K +$350K +621 New
SPC
699
Sigma Planning Corp
Michigan
$338K -$7.89K -14 -2%
LS
700
Livforsakringsbolaget Skandia
Sweden
$335K