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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
AP
776
Arlington Partners
Alabama
$238K
VWM
777
Venturi Wealth Management
Texas
$238K
OAS
778
Optivise Advisory Services
Tennessee
$237K
BFIM
779
Beese Fulmer Investment Management
Ohio
$236K
MOS
780
MGO One Seven
Ohio
$234K
IAS
781
Insigneo Advisory Services
Florida
$232K
JAM
782
JCIC Asset Management
Ontario, Canada
$230K
PCM
783
Penserra Capital Management
California
$228K
OFS
784
OneAscent Financial Services
Alabama
$228K
BMCM
785
Bryn Mawr Capital Management
Pennsylvania
$227K
OCA
786
OpenArc Corporate Advisory
Georgia
$225K
ST
787
Smithfield Trust
Pennsylvania
$224K
VVP
788
Venture Visionary Partners
Ohio
$224K
BCM
789
Buckhead Capital Management
Georgia
$224K
FFA
790
Founders Financial Alliance
North Carolina
$222K
PFM
791
Patton Fund Management
Texas
$221K
SSA
792
Shepherd Street Advisors
California
$219K
EA
793
Emerald Advisers
Pennsylvania
$218K
CAM
794
Claret Asset Management
Quebec, Canada
$217K
CAM
795
CenterStar Asset Management
Illinois
$216K
KPWS
796
Kestra Private Wealth Services
Texas
$215K
WCM
797
WealthBridge Capital Management
Ohio
$215K
JRPIM
798
Journey Retirement Planning & Investment Management
Idaho
$214K
AO
799
Advisor OS
Illinois
$213K
MMA
800
Miracle Mile Advisors
California
$213K