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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
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$156K
RF
827
Rossby Financial
Florida
$155K
MMCM
828
Murphy & Mullick Capital Management
New York
$155K
CFO
829
CVA Family Office
Colorado
$141K
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$139K
GGI
831
Godsey & Gibb Inc
Virginia
$135K
MIM
832
Meridiem Investment Management
United Kingdom
$132K
CYG
833
Clean Yield Group
Vermont
$132K
AGWCA
834
Annis Gardner Whiting Capital Advisors
Florida
$132K
KFAS
835
Keating Financial Advisory Services
Kansas
$131K
CH
836
Cromwell Holdings
Wyoming
$129K
CB
837
CNB Bank
Pennsylvania
$123K
PFBT
838
Parkside Financial Bank & Trust
Missouri
$120K
RFP
839
Root Financial Partners
California
$119K
CIAM
840
Caitong International Asset Management
Hong Kong
$117K
FC
841
Financial Consulate
Maryland
$113K
UB
842
UMB Bank
Missouri
$112K
OL
843
OneFund LLC
Florida
$110K
ISWM
844
Intesa Sanpaolo Wealth Management
$108K
LFG
845
Larson Financial Group
Missouri
$106K
QL
846
Quarry LP
New York
$99.7K
SS
847
Sunbelt Securities
Texas
$97.6K
DF
848
Dunhill Financial
United Kingdom
$95.4K
ZBNA
849
Zions Bancorporation, National Association
Utah
$94.9K
GKIM
850
GW&K Investment Management
Massachusetts
$92K