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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
PWA
976
Physician Wealth Advisors
Utah
$5.39K
AT
977
Avalon Trust
New Mexico
$5.39K
CFM
978
Cornerstone Financial Management
Massachusetts
$5.39K
NSIM
979
North Star Investment Management
Illinois
$5.39K
GSEP
980
Golden State Equity Partners
California
$5.39K
TCM
981
TD Capital Management
Tennessee
$4.88K
CJ
982
Caitlin John
Michigan
$4.87K
AFG
983
Albion Financial Group
Utah
$4.85K
CVM
984
Cheviot Value Management
California
$4.85K
PC
985
Pier Capital
Connecticut
$4.85K
BLC
986
Brown, Lisle/Cummings
Rhode Island
$4.85K
NL
987
NVWM LLC
Pennsylvania
$4.31K
AG
988
AmeriFlex Group
Nevada
$4.31K
ECA
989
Elevated Capital Advisors
Utah
$4.31K
DPW
990
DiNuzzo Private Wealth
Pennsylvania
$3.77K
PCFFS
991
Pacific Center for Financial Services
California
$3.77K
Walleye Capital
992
Walleye Capital
New York
$3.77K
BFS
993
Bare Financial Services
Pennsylvania
$3.77K
AP
994
Aspect Partners
Virginia
$3.77K
RTL
995
Red Tortoise LLC
Georgia
$3.77K
BCWM
996
Bartlett & Co Wealth Management
Ohio
$3.49K
FNWA
997
Financial Network Wealth Advisors
Utah
$3.26K
GWM
998
Gilpin Wealth Management
Colorado
$3.23K
VWM
999
Vermillion Wealth Management
Minnesota
$3.23K
CMP
1000
Coston McIsaac & Partners
Maine
$3K