1,046 hedge funds and large institutions have $35B invested in MSCI in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 361 increasing their positions, 419 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: $38.6B → $35B (-$3.63B)

14% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 419

49% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $126M

Holders
1,046
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
APW
1001
Aventura Private Wealth
Florida
$2.69K
NRG
1002
Nemes Rush Group
Michigan
$2.69K
EWM
1003
Evolution Wealth Management
Florida
$2.69K
CC
1004
Corsicana & Co
Texas
$2.26K
CWP
1005
Clark Wealth Partners
Illinois
$2.16K
CTC
1006
Central Trust Company
Missouri
$2.16K
MAM
1007
Marquette Asset Management
Minnesota
$2.16K
LWM
1008
Lodestone Wealth Management
Washington
$2.16K
GWM
1009
Geneos Wealth Management
Colorado
$2.16K
HNW
1010
High Note Wealth
Minnesota
$2.16K
SWP
1011
Strategic Wealth Partners
Ohio
$2.16K
RCM
1012
Raleigh Capital Management
North Carolina
$2.16K
BH
1013
Burk Holdings
Oklahoma
$2.16K
PWA
1014
Portus Wealth Advisors
North Carolina
$2.16K
WA
1015
Westfuller Advisors
New York
$1.7K
GWS
1016
Greykasell Wealth Strategies
California
$1.63K
PWMG
1017
Prestige Wealth Management Group
New Jersey
$1.62K
RWPA
1018
Richard W. Paul & Associates
Michigan
$1.62K
WA
1019
WestEnd Advisors
North Carolina
$1.62K
UCB
1020
United Community Bank
South Carolina
$1.62K
SIM
1021
Synergy Investment Management
Florida
$1.62K
IAAG
1022
Innovative Asset Advisors Group
Connecticut
$1.62K
QWM
1023
Quaker Wealth Management
New Jersey
$1.08K
SN
1024
Sittner & Nelson
Oregon
$1.08K
ACA
1025
American Capital Advisory
Idaho
$1.08K