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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
WA
876
WPG Advisers
Maryland
$52.8K
RS
877
Rakuten Securities
Japan
$52.3K
BOJHT
878
Bank of Jackson Hole Trust
Wyoming
$50.1K
VIS
879
Vega Investment Solutions
France
$48K
AF
880
Align Financial
Minnesota
$47.4K
EAM
881
Erste Asset Management
Austria
$46.1K
BWA
882
Basecamp Wealth Advisors
Washington
$45.8K
CLOS
883
Compagnie Lombard Odier SCmA
Switzerland
$43.7K
WIM
884
Westside Investment Management
California
$43.5K
PMFA
885
Plante Moran Financial Advisors
Michigan
$43.1K
IAIM
886
International Assets Investment Management
Florida
$41.3K
JWM
887
JPL Wealth Management
Colorado
$39.3K
WA
888
Whipplewood Advisors
Colorado
$39.3K
OWA
889
Opal Wealth Advisors
New York
$38.3K
AWM
890
Activest Wealth Management
Florida
$37.2K
FUBT
891
First United Bank & Trust
Maryland
$34K
LI
892
LRI Investments
Florida
$33.4K
FMII
893
Farmers & Merchants Investments Inc
Nebraska
$32.9K
CCA
894
Catalyst Capital Advisors
New York
$32.3K
SWM
895
SHP Wealth Management
Massachusetts
$31.3K
Balyasny Asset Management
896
Balyasny Asset Management
Illinois
$31.3K
SWM
897
Spire Wealth Management
Virginia
$29.1K
JWA
898
JFS Wealth Advisors
Pennsylvania
$29.1K
BWL
899
Bogart Wealth LLC
Virginia
$26K
PB
900
Pinnacle Bancorp
Nebraska
$25.9K