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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
MYIA
751
Mount Yale Investment Advisors
Colorado
$273K +$68.2K +121 +31%
WEG
752
World Equity Group
Illinois
$271K +$564 +1 +0.2%
ICP
753
Impact Capital Partners
Colorado
$269K +$62.6K +111 +29%
PPW
754
Parcion Private Wealth
Washington
$268K +$46.8K +83 +20%
LAM
755
LECAP Asset Management
United Kingdom
$265K +$277K +491 New
DFCM
756
Dark Forest Capital Management
Puerto Rico
$264K +$276K +490 New
RIL
757
Rothschild Investment LLC
Illinois
$259K +$201K +356 +287%
DILIC
758
Dai-ichi Life Insurance Company
Japan
$257K +$268K +476 New
WI
759
WrapManager Inc
California
$256K -$109K -194 -29%
Axa
760
Axa
France
$256K +$268K +475 New
PCM
761
Permanent Capital Management
Illinois
$255K +$1.69K +3 +0.7%
SL
762
Sentinus LLC
Illinois
$254K +$266K +471 New
IAA
763
Independent Advisor Alliance
North Carolina
$254K +$37.8K +67 +17%
LCAM
764
London & Capital Asset Management
United Kingdom
$253K -$278K -493 -51%
DWP
765
Daymark Wealth Partners
Ohio
$252K +$264K +468 New
CFGW
766
Chancellor Financial Group WB
Pennsylvania
$252K
SCM
767
SCS Capital Management
Massachusetts
$250K +$262K +464 New
WJWM
768
Williams Jones Wealth Management
New York
$250K -$127K -225 -33%
KP
769
Keel Point
Alabama
$248K -$62.6K -111 -19%
LI
770
Lafayette Investments
Maryland
$247K +$7.89K +14 +3%
MFA
771
Mayflower Financial Advisors
Massachusetts
$245K +$25.4K +45 +11%
BA
772
Bridgewater Advisors
New York
$244K +$13.5K +24 +5%
RRWA
773
Rainey & Randall Wealth Advisors
Florida
$240K
EFG
774
Everhart Financial Group
Ohio
$240K +$32.1K +57 +15%
IA
775
Inspire Advisors
Idaho
$240K +$251K +445 New