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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
Simplex Trading
701
Simplex Trading
Illinois
$334K
MWM
702
Meridian Wealth Management
Kentucky
$334K
GFP
703
Gryphon Financial Partners
Ohio
$334K
CM
704
Capula Management
Cayman Islands
$333K
CP
705
CenterBook Partners
Connecticut
$330K
DCM
706
Driehaus Capital Management
Illinois
$328K
CI Investments Inc
707
CI Investments Inc
Ontario, Canada
$326K
PE
708
PCM Encore
Colorado
$325K
ITFISA
709
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$323K
SI
710
Sava Infond
Slovenia
$323K
CWM
711
Connecticut Wealth Management
Connecticut
$323K
VH
712
Visionary Horizons
Tennessee
$322K
CC
713
Centiva Capital
New York
$322K
NWAG
714
Net Worth Advisory Group
Utah
$321K
WI
715
WBI Investments
New Jersey
$318K
EC
716
EntryPoint Capital
New York
$317K
WTC
717
WhitTier Trust Company
Nevada
$316K
IFG
718
Independent Financial Group
California
$316K
CIA
719
Citadel Investment Advisory
Ohio
$315K
JF
720
JSF Financial
California
$314K
MSCM
721
McElhenny Sheffield Capital Management
Texas
$313K
KCP
722
Kera Capital Partners
California
$313K
FFN
723
Focus Financial Network
Minnesota
$311K
WAG
724
Wallace Advisory Group
California
$310K
WCM
725
Weaver Capital Management
Georgia
$309K