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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
WS
801
Wedbush Securities
California
$212K +$23.1K +41 +12%
LAM
802
L2 Asset Management
Massachusetts
$211K +$13K +23 +6%
Empower Advisory Group
803
Empower Advisory Group
Colorado
$210K -$9.02K -16 -4%
CHC
804
City Holding Co
West Virginia
$210K -$11.3K -20 -5%
VCP
805
Verus Capital Partners
Arizona
$209K +$219K +388 New
ATPW
806
Ashton Thomas Private Wealth
Arizona
$209K +$219K +388 New
LA
807
Legacy Advisors
Pennsylvania
$208K +$13K +23 +6%
CFS
808
Commonwealth Financial Services
West Virginia
$208K +$217K +385 New
G
809
GenTrust
Florida
$206K +$215K +382 New
CIA
810
Caerus Investment Advisors
Texas
$205K -$134K -238 -39%
FMI
811
Frec Markets Inc
California
$205K -$6.2K -11 -3%
IA
812
IFP Advisors
Florida
$205K +$59.8K +106 +39%
II
813
Impact Investors
California
$204K +$214K +379 New
LGF
814
LGT Group Foundation
Liechtenstein
$204K -$22.6K -40 -10%
SFC
815
SYM Financial Corp
Indiana
$204K +$214K +379 New
JSSH
816
J. Safra Sarasin Holding
$203K +$7.89K +14 +4%
MG
817
McHugh Group
Ohio
$202K
C
818
Certuity
Florida
$202K +$211K +375 New
CAI
819
Capital Advisors Inc
Oklahoma
$201K -$50.8K -90 -19%
SC
820
Summa Corp
Texas
$201K
DZ Bank
821
DZ Bank
Germany
$200K -$121K -214 -37%
MUMSS
822
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$40.6K -72 -17%
HI
823
Harbour Investments
Wisconsin
$178K +$14.7K +26 +9%
BDL
824
Banque de Luxembourg
Luxembourg
$162K
WT
825
Whittier Trust
California
$160K -$3.95K -7 -2%