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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
UCB
1026
United Community Bank
South Carolina
$1.62K
WA
1027
WestEnd Advisors
North Carolina
$1.62K
IAAG
1028
Innovative Asset Advisors Group
Connecticut
$1.62K
SIM
1029
Synergy Investment Management
Florida
$1.62K
ACA
1030
American Capital Advisory
Idaho
$1.08K
QWM
1031
Quaker Wealth Management
New Jersey
$1.08K
SN
1032
Sittner & Nelson
Oregon
$1.08K
RWS
1033
Retirement Wealth Solutions
Wisconsin
$1.08K
CCWM
1034
Cassaday & Co Wealth Management
Virginia
$1.08K
NWS
1035
Nvest Wealth Strategies
Ohio
$1.08K
CT
1036
Colonial Trust
South Carolina
$1.08K
1CP
1037
1015 Capital Partners
Pennsylvania
$1.08K
HIA
1038
HFM Investment Advisors
New Jersey
$1.08K
TM
1039
Torren Management
California
$1.08K
WCM
1040
Winthrop Capital Management
Indiana
$1K
CAL
1041
Capital Analysts LLC
Pennsylvania
$1K
TC
1042
Trust Company
Kansas
$541
TFM
1043
TFC Financial Management
Massachusetts
$540
SA
1044
Seneschal Advisors
Washington
$540
WWM
1045
Wolff Wiese Magana
California
$540
EFMH
1046
E Fund Management (HK)
Hong Kong
$539
DCM
1047
Davis Capital Management
Florida
$539
IAS
1048
IMA Advisory Services
Colorado
$539
DWM
1049
Dogwood Wealth Management
Kansas
$539
IWS
1050
Intentional Wealth Strategies
Colorado
$539