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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
VCM
726
Versant Capital Management
Arizona
$309K
FAM
727
Fenimore Asset Management
New York
$308K
RSWM
728
Robertson Stephens Wealth Management
California
$308K
7WCP
729
71 West Capital Partners
Massachusetts
$308K
CP
730
Castleview Partners
Texas
$307K
CIC
731
Chilton Investment Company
Connecticut
$307K
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$306K
CAL
733
Capital Advisors Ltd
Ohio
$303K
TIA
734
Tandem Investment Advisors
South Carolina
$301K
NAAA
735
New Age Alpha Advisors
New York
$301K
MGWM
736
Marks Group Wealth Management
Minnesota
$299K
BWM
737
Baron Wealth Management
Michigan
$298K
QT
738
Quantbot Technologies
New York
$294K
LFA
739
Legacy Financial Advisors
Kentucky
$292K
CWA
740
CM Wealth Advisors
Ohio
$287K
WA
741
Wealth Alliance
New York
$281K
BHCM
742
Brevan Howard Capital Management
Jersey
$280K
CIM
743
Cambria Investment Management
California
$280K
PP
744
PDS Planning
Ohio
$278K
SC
745
Savant Capital
Illinois
$277K
AWM
746
Aprio Wealth Management
Georgia
$277K
SACTSONJ
747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$274K
AWM
748
AE Wealth Management
Kansas
$274K
CI
749
CX Institutional
Indiana
$274K
BEC
750
Blue Edge Capital
Virginia
$274K