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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
RWM
1001
RMG Wealth Management
Wisconsin
$2.92K
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7K
CFG
1003
Clayton Financial Group
Missouri
$2.7K
AS
1004
Altshuler Shaham
Israel
$2.69K
ACM
1005
Anfield Capital Management
California
$2.69K
APW
1006
Aventura Private Wealth
Florida
$2.69K
CBT
1007
Crews Bank & Trust
Florida
$2.69K
EWM
1008
Evolution Wealth Management
Florida
$2.69K
NRG
1009
Nemes Rush Group
Michigan
$2.69K
TSMHT
1010
Thurston Springer Miller Herd & Titak
Indiana
$2.69K
CC
1011
Corsicana & Co
Texas
$2.26K
CWP
1012
Clark Wealth Partners
Illinois
$2.16K
CTC
1013
Central Trust Company
Missouri
$2.16K
MAM
1014
Marquette Asset Management
Minnesota
$2.16K
GWM
1015
Geneos Wealth Management
Colorado
$2.16K
LWM
1016
Lodestone Wealth Management
Washington
$2.16K
HNW
1017
High Note Wealth
Minnesota
$2.16K
BH
1018
Burk Holdings
Oklahoma
$2.16K
PWA
1019
Portus Wealth Advisors
North Carolina
$2.16K
RCM
1020
Raleigh Capital Management
North Carolina
$2.16K
SWP
1021
Strategic Wealth Partners
Ohio
$2.16K
WA
1022
Westfuller Advisors
New York
$1.7K
GWS
1023
Greykasell Wealth Strategies
California
$1.63K
PWMG
1024
Prestige Wealth Management Group
New Jersey
$1.62K
RWPA
1025
Richard W. Paul & Associates
Michigan
$1.62K