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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
GSWM
851
Golden State Wealth Management
California
$90.6K
UFF
852
USA Financial Formulas
Michigan
$89.5K +$93.6K +166 New
LSV Asset Management
853
LSV Asset Management
Illinois
$86K +$90.2K +160 New
TPCW
854
TD Private Client Wealth
New York
$85.2K -$88.5K -157 -50%
BTI
855
Blue Trust Inc
Georgia
$83.5K +$564 +1 +0.6%
QC
856
Quent Capital
New York
$78.3K +$21.4K +38 +36%
BIAS
857
Beacon Investment Advisory Services
New Jersey
$78.2K +$81.8K +145 New
TWD
858
True Wealth Design
Ohio
$77.1K +$49.6K +88 +160%
OCWP
859
Owl Creek Wealth Partners
Colorado
$76K +$79.5K +141 New
OCM
860
Osterweis Capital Management
California
$73.8K
WETS
861
Wealth Enhancement Trust Services
South Dakota
$73.3K
CA
862
Cache Advisors
California
$71.1K +$74.4K +132 New
WC
863
Westwind Capital
New Mexico
$66K +$69.4K +123 New
IBOK
864
Independence Bank of Kentucky
Kentucky
$65.8K +$60.3K +107 +713%
POIA
865
Pin Oak Investment Advisors
Texas
$65K -$564 -1 -0.8%
SC
866
Steph & Co
Wisconsin
$62K +$27.1K +48 +72%
WSFS
867
Wilmington Savings Fund Society
Delaware
$60.4K +$16.9K +30 +37%
TFIPS
868
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.3K
GIM
869
Generali Investments Management
Slovenia
$57.7K
CSP
870
Cary Street Partners
Virginia
$56.6K +$1.13K +2 +2%
Walleye Trading
871
Walleye Trading
New York
$55.5K -$3.56M -6,307 -98%
CFB
872
Cullen/Frost Bankers
Texas
$55.5K +$57K +101 +5,050%
FAMI
873
Fideuram Asset Management (Ireland)
$54.3K -$531K -942 -91%
C
874
Covestor
United Kingdom
$54K -$61.5K -109 -52%
PTC
875
Private Trust Company
Ohio
$53.4K -$7.89K -14 -12%