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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
Simplex Trading
701
Simplex Trading
Illinois
$334K +$180K +319 +106%
MWM
702
Meridian Wealth Management
Kentucky
$334K -$54.7K -97 -14%
GFP
703
Gryphon Financial Partners
Ohio
$334K +$15.8K +28 +5%
CM
704
Capula Management
Cayman Islands
$333K +$170K +301 +95%
CP
705
CenterBook Partners
Connecticut
$330K +$345K +612 New
DCM
706
Driehaus Capital Management
Illinois
$328K +$343K +608 New
CI Investments Inc
707
CI Investments Inc
Ontario, Canada
$326K +$1.13K +2 +0.3%
PE
708
PCM Encore
Colorado
$325K +$16.9K +30 +5%
ITFISA
709
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$323K -$282K -500 -45%
SI
710
Sava Infond
Slovenia
$323K
CWM
711
Connecticut Wealth Management
Connecticut
$323K -$6.77K -12 -2%
VH
712
Visionary Horizons
Tennessee
$322K +$337K +598 New
CC
713
Centiva Capital
New York
$322K +$136K +242 +68%
NWAG
714
Net Worth Advisory Group
Utah
$321K -$37.8K -67 -10%
WI
715
WBI Investments
New Jersey
$318K +$333K +591 New
EC
716
EntryPoint Capital
New York
$317K +$118K +209 +55%
WTC
717
WhitTier Trust Company
Nevada
$316K -$2.82K -5 -0.9%
IFG
718
Independent Financial Group
California
$316K +$330K +586 New
CIA
719
Citadel Investment Advisory
Ohio
$315K
JF
720
JSF Financial
California
$314K
MSCM
721
McElhenny Sheffield Capital Management
Texas
$313K -$108K -192 -25%
KCP
722
Kera Capital Partners
California
$313K +$118K +210 +57%
FFN
723
Focus Financial Network
Minnesota
$311K +$82.3K +146 +34%
WAG
724
Wallace Advisory Group
California
$310K -$131K -232 -29%
WCM
725
Weaver Capital Management
Georgia
$309K