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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
LSA
676
Leonteq Securities AG
Switzerland
$386K
PWM
677
Perigon Wealth Management
California
$385K
WIA
678
World Investment Advisors
California
$385K
WANY
679
Wealthspire Advisors (New York)
New York
$385K
OWP
680
ORG Wealth Partners
Texas
$381K
CI
681
Cigna Investments
Connecticut
$377K
SC
682
Scotia Capital
Ontario, Canada
$375K
GS
683
GTS Securities
New York
$374K
BHPW
684
Beverly Hills Private Wealth
California
$371K
RAM
685
Ramirez Asset Management
New York
$370K
BC
686
Bridgefront Capital
Texas
$367K
CA
687
Commerzbank Aktiengesellschaft
Germany
$366K
IFU
688
iSAM Funds (UK)
United Kingdom
$364K
PAG
689
Private Advisor Group
New Jersey
$363K
Massachusetts Financial Services
690
Massachusetts Financial Services
Massachusetts
$363K
PFM
691
Potomac Fund Management
Florida
$361K
AIP
692
Ameritas Investment Partners
Nebraska
$355K
PA
693
Profund Advisors
Maryland
$354K
GAM
694
Guinness Asset Management
United Kingdom
$354K
MG
695
Mather Group
Illinois
$348K
BPAMU
696
BTG Pactual Asset Management US
New York
$347K
PCIA
697
Prime Capital Investment Advisors
Kansas
$340K
NAM
698
NorthCrest Asset Manangement
Minnesota
$338K
SPC
699
Sigma Planning Corp
Michigan
$338K
LS
700
Livforsakringsbolaget Skandia
Sweden
$335K