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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
TC
951
Truvestments Capital
Florida
$7.55K
WB
952
Webster Bank
Connecticut
$7.55K
BGAI
953
Bruce G. Allen Investments
Colorado
$7.55K
AFC
954
Ares Financial Consulting
California
$7.52K
SEP
955
Signature Equity Partners
Ohio
$7.11K
CT
956
Clearstead Trust
Maine
$7.01K
S
957
Sachetta
Massachusetts
$7.01K
FFA
958
Frazier Financial Advisors
Ohio
$7.01K
MAM
959
Meeder Asset Management
Ohio
$7.01K
KFI
960
Key Financial Inc
Pennsylvania
$7.01K
HFS
961
Hughes Financial Services
Virginia
$7.01K
JGCM
962
Joseph Group Capital Management
Ohio
$7.01K
HFM
963
Harvest Fund Management
China
$7K
AW
964
Avion Wealth
Texas
$7K
CA
965
Crewe Advisors
Utah
$6.47K
SSG
966
Summit Securities Group
New York
$6.47K
BHWM
967
Bay Harbor Wealth Management
Maryland
$6.47K
WAG
968
Wilkerson Advisory Group
Missouri
$6.47K
RCM
969
Richardson Capital Management
Wisconsin
$6.47K
GIA
970
GHP Investment Advisors
Colorado
$5.95K
KG
971
Kilter Group
New York
$5.93K
SC
972
SouthState Corp
Florida
$5.93K
DAM
973
Delta Asset Management
Tennessee
$5.93K
EAM
974
Eukles Asset Management
Ohio
$5.93K
OPTFSNA
975
Old Point Trust & Financial Services N A
Virginia
$5.93K