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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

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 130

1.25% less ownership

Funds ownership: 89.73%88.48% (-1.2%)

2% less funds holding

Funds holding: 1,0751,053 (-22)

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
-22
Holders Change %
-2.05%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
126
Increased
362
Reduced
425
Closed
130
Calls
$63.8M
Puts
$126M
Net Calls
-$62.2M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1076
Aurora Investment Managers
Florida
-$2.15M -3,746 Closed
FC
1077
FORA Capital
Florida
-$1.87M -3,426 Closed
RCA
1078
Runnymede Capital Advisors
Ohio
-$1.89M -3,290 Closed
WIA
1079
Wealthedge Investment Advisors
New York
-$1.86M -3,250 Closed
A
1080
AlphaQuest
New York
-$1.85M -3,227 Closed
AC
1081
Annandale Capital
Texas
-$1.67M -2,910 Closed
GAM
1082
Generali Asset Management
Italy
-$1.55M -2,697 Closed
FCM
1083
Fairbanks Capital Management
California
-$1.44M -2,509 Closed
CWA
1084
Carolina Wealth Advisors
South Carolina
-$1.3M -2,270 Closed
AC
1085
AXQ Capital
New Jersey
-$1.26M -2,188 Closed
TA
1086
Tiptree Advisors
New York
-$1.15M -2,000 Closed
F8IS
1087
Figure 8 Investment Strategies
Idaho
-$1.14M -1,988 Closed
HWM
1088
Hohimer Wealth Management
Washington
-$908K -1,583 Closed
DIM
1089
Delta Investment Management
California
-$907K -1,581 Closed
KIM
1090
Kestra Investment Management
Texas
-$883K -1,539 Closed
EAM
1091
Empirical Asset Management
Massachusetts
-$802K -1,398 Closed
FAM
1092
Fred Alger Management
New York
-$799K -1,392 Closed
OWCM
1093
One Wealth Capital Management
Arizona
-$660K -1,150 Closed
AAMU
1094
AEGON Asset Management (UK)
United Kingdom
-$652K -1,136 Closed
DAS
1095
Diversify Advisory Services
Utah
-$674K -1,119 Closed
FLPIM
1096
F.L. Putnam Investment Management
Massachusetts
-$626K -1,091 Closed
HAG
1097
HighPoint Advisor Group
Illinois
-$580K -1,011 Closed
BA
1098
Bridgewater Associates
Connecticut
-$557K -971 Closed
OF
1099
Optimize Financial
California
-$470K -819 Closed
IIC
1100
Integrated Investment Consultants
Michigan
-$469K -817 Closed