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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
WSFG
901
Wall Street Financial Group
Illinois
$24.8K
EF
902
Entrust Financial
Pennsylvania
$23.7K
CPG
903
Cornerstone Planning Group
New Jersey
$22.8K
TPWA
904
Twin Peaks Wealth Advisors
California
$22.6K
FMP
905
Financial Management Professionals
Texas
$22.1K
KFP
906
Kerr Financial Planning
California
$22K
HI
907
Hoey Investments
Pennsylvania
$21K
TCOT
908
Trust Company of Toledo
Ohio
$21K
AA
909
Ancora Advisors
Ohio
$21K
PGAM
910
Princeton Global Asset Management
New Jersey
$20.7K
RWM
911
Rialto Wealth Management
New York
$19.4K
TFA
912
Transamerica Financial Advisors
Florida
$18.4K
SIC
913
SJS Investment Consulting
Ohio
$18.3K
FCAS
914
First Command Advisory Services
Texas
$18.3K
MA
915
MCF Advisors
Kentucky
$17.2K
EWP
916
Elevation Wealth Partners
California
$17.2K
MIM
917
MTM Investment Management
South Carolina
$17.2K
BIA
918
Bell Investment Advisors
California
$16.2K
PWAM
919
Private Wealth Asset Management
Iowa
$16.2K
KAS
920
Kemnay Advisory Services
New York
$14.6K
RA
921
Rational Advisors
New York
$14.6K
MCM
922
Manchester Capital Management
Vermont
$14K
PWMG
923
Private Wealth Management Group
New Jersey
$14K
MCA
924
Midwest Capital Advisors
Michigan
$14K
AF
925
Advisornet Financial
Minnesota
$13.5K